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Report and Reduce Your Carbon Footprint with Net Zero Cloud
Manage Snippets in Information Library

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Manage Snippets in Information Library

Use snippets to collect ESG information in the form of rich text content, which you can modify and use across your reports and disclosures.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Net Zero Cloud Growth license
User Permissions Needed
To manage snippets in Information Library:

Manage Materiality Assessment

AND

Manage Information Library

Snippet content is displayed in the topic list view and can come in many forms, such as a formatted table, text, lists, and images. You can edit the content of your snippets and use data links to sync your content with the original source. You can also create language, alternate, and new versions of your snippets.

You can create snippet content directly in Information Library or through a document.

Note
Note Snippets are internally named as DocumentClause records.

Create a Snippet in Information Library

Collect environmental, social, and governance information in your Information Library to use across reports and disclosures.

  1. From the App Launcher, find and select Information Library.
  2. To create a snippet related to a topic, go to the Topics tab, or to create a snippet related to an assessment question, go to a disclosure tab, such as CSRD.
    Note
    Note The disclosure tabs appear only if you have assessment questions related to a disclosure type.
  3. If you’re creating a snippet without a topic or an assessment question, from the Create New menu, select Snippet.
    Note
    Note If you create a snippet without a topic or an assessment question, the snippet goes to the unassigned section of your Information Library list view.
  4. If you’re creating a snippet under a topic or an assessment question, from the actions menu of the topic or the question, select New Snippet.
  5. Enter the snippet information in the form fields and save your changes.

See Also

Associate an Existing Snippet to a Topic or a Question in Information Library

Associate an existing snippet to a topic or an assessment question in your Information Library. Use the snippet to collect and use environmental, social, and governance (ESG) information across reports and disclosures.

  1. From the App Launcher, find and select Information Library.
  2. To associate a snippet to a topic, go to the Topics tab, or to associate a snippet to an assessment question, go to a disclosure tab.
    Note
    Note The disclosure tabs appear only if you have assessment questions related to a disclosure type.
  3. From the action menu of the topic or the question, select Add Existing Snippet.
  4. Enter the snippet information and save your changes.

Edit a Snippet’s Content in Information Library

Modify Environmental, Social, and Governance information in your Information Library, such as the information’s formatting and rich text content.

  1. From the App Launcher, find and select Information Library.
  2. In the Topics tab or the disclosure type tab, select a snippet.
  3. To edit the snippet content, on the Content tab, click Edit.
  4. From the format menu, select whether you want your content to be non-formatted or rich text.
    Note
    Note You can edit non-formatted content in the plain text area. You can use the rich text editor to edit rich text content’s appearance, lists, alignment, hyperlinks, Data Links, and other aspects.
  5. Save your changes.

Add Data Links to Snippet Content

Use data links to sync, retrieve, and reference your snippet content from the original content source.

  1. From the App Launcher, find and select Information Library.
  2. In the Topics tab or the disclosure type tab, select a snippet.
  3. In the Data Links sidebar, click New Data Link.
  4. Select the Object, Record, Field, and Field Value of the Data Link, and click Insert.
  5. Select the Content tab and click Edit.
  6. Click the actions menu and select Rich Text.
  7. Click Data Link in the text editor and place the cursor where you want to insert the value of the data link. Select the Data Link that was created.
    Note
    Note Removing a Data Link also removes the association of the data link with the snippet. If the Data Link is within a snippet’s content, the content is no longer linked.

Activate a Snippet

Snippets are drafts when you first create them. Activate a snippet to enable it for use across your reports and disclosures.

  1. From the App Launcher, find and select Information Library.
  2. In the Topics tab or the disclosure type tab, select a snippet.
  3. From the actions menu, select Activate and update the clause status to Active.
    Note
    Note After you activate a snippet, you can’t edit its content or data links.

Create an Alternate Snippet

Create an alternate snippet for snippets with the same subject matter that use different tones or outputs that can be applied to various platforms.

  1. From the App Launcher, find and select Information Library.
  2. Go to the Topics tab or the disclosure type tab.
  3. From the snippet’s actions menu, select Add Alternate Snippet.
  4. Enter the snippet information in the form fields and save your changes.

Create a New Version of a Snippet

To apply the content of a snippet in a different context, create a new version of the snippet.

Note
Note You can only create a new version of an active snippet.
  1. From the App Launcher, find and select Information Library.
  2. In the Topics tab or the disclosure type tab, select a snippet.
  3. From the actions menu, and select Create New Version.
  4. Enter the snippet information in the form fields and save your changes.
    Note
    Note When you create a new version of a snippet, your Data Links are copied over to the new snippet.

Create a Snippet in a New Language

Create a snippet in another language for the same subject matter.

  1. From the App Launcher, find and select Information Library.
  2. Go to the Topics tab or the disclosure type tab.
  3. From the snippet set’s actions menu, select New Language Snippet.
  4. Enter the snippet information in the form fields and select your desired language.
    Note
    Note You can create only one snippet per language under each snippet set.
  5. Save your changes.

See Also

Revise Snippets with Einstein Generative AI

Summarize, elaborate, or rephrase snippets with Einstein generative AI. Snippet revision improves process efficiency and enhances snippet credibility and accuracy.

Required Editions

User Permissions
To manage the Information Library with generative AI: Use Einstein for Information Library

Before you begin, be sure to turn on the Einstein generative AI features. To revise snippets, with Einstein generative AI, turn on Einstein for Information Library.

See Enable Einstein for Information Library.

  1. From the App Launcher, find and select Information Library.
  2. In the Topics tab or the disclosure type tab, select a snippet. Only a snippet in the draft status can be revised.
  3. To revise the snippet content with generative AI, in the Content tab, click Revise with Einstein.
  4. Select a revise action and click Revise.
    Formalize Rephrases the text so that the style of writing is formal.
    Condense Reduces the length of the content without losing its essential meaning or key points.
    Summarize Provides a brief overview of the main points or ideas in the text.
    Casualize Rephrases the text so that the style of writing is relaxed, informal, and conversational.
    Expand Elaborates the content by adding more details.
    Create Title Generates a concise title that summarizes the main idea or key point of the text.
    Paraphrase Rephrases the text by using different words and structures without losing the original meaning.
    List Organizes the content as a list of items to make sure that the information is clear, concise, and in an easy-to-read format.
  5. To further modify the snippet, click Revise, and select an action.
  6. To use the revised snippet, click Copy Response, and then paste the answer to the snippet content.
  7. Save your changes.

See Also

Add Assessment Questions to Snippets

Connect snippets to the questions they answer and reference your snippet content in the assessment question. When you open a snippet, you can see the questions it addresses.

  1. From the App Launcher, find and select Information Library.
  2. In the Topics tab, select a snippet.
  3. In the Assessment Questions sidebar, click Assign Questions.
  4. Select the disclosure type.
  5. Select the questions and click Assign.
    From the assigned questions, view the guidance for a question and edit your snippet content.

How Rich Text Snippets are Handled in Documents

When working with rich text snippets in a Microsoft Word or Google Doc document, consider these points.

  • Unsupported Content or Styles: When a rich text snippet is inserted into a Word or Google Doc, some elements or styles might not be compatible and won't render correctly. To ensure content alignment, you'll need to manually reinsert the missing content in the document or save the document back to Salesforce.
  • Nested Rich Text: When a rich text snippet is nested in another rich text block, the spacing may be misaligned between the Salesforce and Word or Google Doc versions. This behavior is not consistent at all times and may vary depending on the formatting used.
 
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