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Report and Reduce Your Carbon Footprint with Net Zero Cloud
Save Disclosure Responses to Assessment Framework

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Save Disclosure Responses to Assessment Framework

To maintain a single source of truth for environmental, social, and governance (ESG) disclosure questions and responses year over year save the responses from the Microsoft 365 Word or Google Docs document to the Assessment Framework. You can later modify the tone or include additional information based on the framework requirements, reducing redundancy in the Information Library.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Net Zero Cloud Growth license or the Net Zero Cloud User add-on license and the Agentforce for Net Zero Cloud add-on license. Einstein generative AI is available in Lightning Experience. To edit Word documents, you need a Microsoft 365 license. To edit Google documents, you need a Google account
Available with the Salesforce Foundations license.
To purchase the Agentforce for Net Zero Cloud add-on, contact your Salesforce account executive
User Permissions
To generate disclosure and compliance reports: Disclosure and Compliance Hub User
To generate disclosure reports by using the Salesforce Disclosure and Compliance Hub for Microsoft 365 Word add-in: Disclosure and Compliance Hub plugin for Microsoft 365
To generate disclosure reports by using the Salesforce Disclosure and Compliance Hub Connector add-on for Google Docs: Disclosure and Compliance Hub plugin for Google Docs

Confirm that your Salesforce admin set up Einstein generative AI for Net Zero Cloud. See ESG Report Generation by Using Einstein Generative AI.

You can save the questions only if you use the template designer to insert question and response content controls. See Design Document Templates in Microsoft 365 Word.

  1. From the App Launcher, find and select Disclosure and Compliance Hub.
  2. From the Disclosures and Compliance Hub menu, select Disclosures and Compliance Hub.
  3. In the In Progress section, for a disclosure, click Launch External Document.
    To save the disclosure responses, open the disclosure document from the In Progress section in Disclosures and Compliance Hub
  4. On the document Home tab, select Salesforce Disclosure and Compliance Hub for Microsoft 365 Word or the Disclosure and Compliance Hub Connector for Google Docs.
  5. To save the responses from the Microsoft 365 Word or Google Doc document to the Assessment Framework, from the available actions in the add-in, select Save Responses.
    To save the responses, select Save Responses from the available actions.

The responses are saved to Assessment Question Response, which is linked to an assessment record. The assessment record is attached to the disclosure record.

See Also

 
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