Use Setup Assistant to Track Scope 3 Emissions Data

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Permission Set Needed
To enter and modify data:	Net Zero Cloud Manager OR Net Zero Cloud Admin

Setup Assistant is organized into Steps and Substeps. Steps have progress rings around them that show the percentage of completion of each step. Checkmarks indicate completion. Not all steps are required for all implementations of Net Zero Cloud.

Substeps are listed under the parent step:

• Gray: Step is yet to start. To start, click the action button next to the step.
• Blue: Step has started.
• Green: Step is completed.

You can reset substeps by clicking the Complete toggle. For incomplete steps, Setup Assistant appears as the default view for Scope 3 Hub. When all steps are complete, the Scope 3 Hub defaults to the Carbon Footprint view.

Watch this video to understand more about how to set up Salesforce Net Zero Cloud to track and manage your company's scope three emissions.

If you can’t watch the video in full screen, open the video on a new tab: Scope 3: Configure Setup and Emissions Tracking.