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Report and Reduce Your Carbon Footprint with Net Zero Cloud
Match Procurement Emissions Factor Sets to GHG Scope 3 Categories

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Match Procurement Emissions Factor Sets to GHG Scope 3 Categories

To normalize data for reporting, match Procurement Emissions Factor Sets to Greenhouse Gas Protocol scope 3 categories. Matching emissions to GHG categories eases matching procurement data to scope 3 categories later.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To manage procurement categories and map them to standard procurement emission categories: Scope 3 Procurement Hub User
To get insights into your environmental, social, and governance data within Net Zero Cloud with Einstein generative AI: Use Einstein for Net Zero Cloud
To apply an emissions factor to the Scope 3 GHG category via Einstein generative AI: Use Einstein for Scope 3 Procurement Hub
Important
Important Only the user who created the records or who has Modify All Records access to the records can view or modify the record. Users who haven’t created the procurement emissions factor set records or who have View All Records access to the records can’t update the GHG Scope 3 Category in Match Emission Factors to Scope 3 Categories screen in Scope 3 Hub. To enable a user to view Procurement Emissions Factor Set records created by other users, your Salesforce administrator must enable the Modify All Records access for the user on the required objects. For more information about setting permissions, see Troubleshoot Object and Record Access Issues.
  1. From the Scope 3 Hub, click Manage Procurement Emissions Factor Set, and then locate the procurement emissions factor set to match.
  2. In the actions menu, select Match Categories.
    match categories pulldown menu
  3. If necessary, filter the rows by using a combination of these options:
    • Economic Sector Category field,
    • Emissions Factor name using a ‘contains...’ search, or
    • Show Emissions Factors to show all, only matched, or only unmatched rows
  4. Take one of these actions.
    • To let generative AI review multiple emissions sets and match the emission factor item set with the Scope 3 GHG categories, enable Let Einstein assign GHG categories, select the rows to apply the category to, and then click Update Selected Rows.

      To manage scope 3 procurement hub in Net Zero Cloud with generative AI, turn on Einstein for Scope 3 Procurement Hub. See Enable Einstein for Net Zero Cloud.

      This feature uses Einstein Generative AI and consumes Einstein Requests. Einstein Generative AI Features are provided on a separate infrastructure with different security protections and physical hosting locations than the Services. See Salesforce Trust and Compliance Documentation.

    • To manually match the emission factor item set with the Scope 3 GHG categories, choose a GHG Scope 3 Category, select the rows to apply the category to, and then click Update Selected Rows.

    Unsaved changes appear highlighted.

    choose scope3 category
  5. Apply GHG Scope 3 Categories in batches until all rows are updated.
  6. Monitor your matching progress bar with the progress bar at the bottom of the screen.
  7. Do one of these actions:
    • Save your changes anytime during the procedure.
    • To leave the page without saving your changes, click Cancel.

      You can also leave the matching and then return and continue later if necessary.

  8. Review the emissions factors to scope 3 matching.
  9. To edit the record, in the actions menu select Edit.
  10. To indicate that the dataset is ready for use, select Complete.
  11. Save your changes.

See Also

 
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