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Report and Reduce Your Carbon Footprint with Net Zero Cloud

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Report and Reduce Your Carbon Footprint with Net Zero Cloud
- Greenhouse Gas Emissions
- Waste-Related Emissions
Get Ready to Use Net Zero Cloud
- Get Started with Net Zero Cloud
- Sustainability Cloud Legacy Documentation
- Manage Carbon Accounting
- Carbon Accounting Basics
- Key Terms in Net Zero Cloud
- Key Roles in Net Zero Cloud
- Salesforce Tips & Tricks
- Open Net Zero Cloud
Carbon Inventory Sources
- Add a Record for a Stationary Asset Environmental Source
- Add a Record for Each Vehicle Asset Emissions Source
- Add a Record for Each Scope 3 Emissions Source
- Create Net Zero Contacts
- Create Suppliers
Emissions Factors
- Create an Electricity Emissions Factor Set Record
- Create an Electricity Lifecycle Emissions Factor Set Record
- Create an Other Emissions Factor Set Record
  - Create an Other Emissions Factor Set Item Record
- Create an Other Lifecycle Emission Factor Set Record
  - Create an Other Lifecycle Emission Factor Set Item Record
- Create a Procurement Emissions Factor Set Record
  - Create a Procurement Emissions Factor Set Item Record
- Create an Air Travel Emissions Factor Record
- Create a Ground Travel Emissions Factor Record
- Create a Hotel Stay Emissions Factor Record
- Create a Freight Hauling Emissions Factor Record
- Create a Rental Car Emissions Factor Record
- Create a Refrigerant Emissions Factor Record
- Create a Waste Disposal Emissions Factor Set Record
  - Create a Waste Disposal Emissions Factor Set Item Record
- Create a Product Emissions Factor Record
- Lock a Dataset from Updates
- Get Version Information About a Loaded Dataset
Consumption Records
- Energy Use Records
- Create a Stationary Asset Energy Use Record
  - Identify and Apply Correct Emissions Factors
  - Fuel Consumption Units by Fuel Type
- Create a Vehicle Asset Energy Use Record
- Create a Freight Hauling Energy Use Record
- Create a Rental Car Energy Use Record
- Create an Air Travel Energy Use Record
- Create a Hotel Stay Energy Use Record
- Create a Ground Travel Energy Use Record
- Create a Scope 3 Procurement Summary Record
  - Create a Scope 3 Procurement Item Record
- Create a Generated Waste Record
- Conditions for Automatic Creation of Carbon Footprints
Scope 3 Value Chain Data
- Inflation Rate Records
- Use Setup Assistant to Track Scope 3 Emissions Data
- Manage Procurement Emissions Factor Sets Data
  - Review USEEIO Scope 3 Category Matches
  - Match Procurement Emissions Factor Sets to GHG Scope 3 Categories
- Scope 3 Carbon Footprints
- Manage Suppliers
- Manage Scope 3 Procurement Summary
  - Load Scope 3 Procurement Summary
  - Match Procurement Data to Emission Factors
- Recalculate a Scope 3 Procurement Summary
- Delete Procurement Data
Carbon Footprints
- Stationary Asset Carbon Footprint Calculation
  - Calculate Stationary Asset Carbon Footprints
  - Create a Record for Stationary Asset Carbon Footprint
    - Calculate Stationary Asset Carbon Footprint Items
- Vehicle Asset Carbon Footprint Calculation
  - Calculate Vehicle Asset Carbon Footprints
  - Create a Record for Vehicle Asset Carbon Footprint
- Scope 3 Carbon Footprint Calculation
  - Calculate Scope 3 Carbon Footprints
  - Create a Record for Scope 3 Carbon Footprint
- Waste Footprint Calculation
  - Calculate Waste Footprints
  - Create a Record for Waste Footprint
    - Calculate Waste Footprint Items
Water Footprints
- Create a Water Activity Record
- Create a Water Footprint Record
Annual Emissions Inventory
- Create an Annual Emissions Inventory
- Associate Footprints to an Annual Emissions Inventory
- Lock Annual Emissions Inventory Records
- Recalculate an Annual Emissions Inventory
- Inventory Calculations
Record Locking and Recalculation
- Lock Records
- Recalculate Records
Benchmark Building Energy Intensity Data
- Regional Building Energy Intensity Data Records
- Create a Building Size Category Record
- What’s BEI Builder?
  - Create a Building Energy Intensity Record Using BEI Builder
- Create a Building Energy Intensity Record
- Calculate Building Energy Intensities
- Lock a Building Energy Intensity Record
- Recalculate a Building Energy Intensity Record
Data Gap Management
- Carbon Footprint Data Gaps
- Automated Data Filling for Energy Use Records
Emissions Targets
- Set Science-Based Emissions Targets
- Why SBTi?
- Create Emissions Reduction Commitments
- Create an Emissions Inventory
- Set Emissions Reduction Targets
Emissions Forecasting
- Generate Emissions Forecasts
- Create Account
- Generate Emissions Forecasts for the First Time
  - Emissions Activities and Their Emissions Scope Categories
  - Measure Types
- View Emissions Forecasts
- Make Forecast Adjustments
- Filter Emissions Forecasts
- Example: Calculate Emissions Forecast
Carbon Accounting for Extended Organizational Boundaries
- Set Up Your Company Organizational Structure
- Create Accounts for the Extended Organization
- Create an Internal Organizational Unit to Identify the Parent Company
- Create Party-Role Relationships
- Create an Account Hierarchy
- Allocate Emissions to a Parent Company
- How to Calculate Inventory for Emissions from Subsidiaries
- Example: Consolidate Annual Emissions Inventory from Subsidiary...
- Example: Consolidate Annual Emissions Inventory for Multiple Levels...
Carbon Accounting for Partner Community Users
- Set Up Your Org for Partner Community Users
- Net Zero Cloud Objects Available to Partner Community Users
- How Inventory Is Calculated for Emissions from Partner Community Users
Emissions Reduction Supplier Engagement
- Create a Supplier Scorecard
- Gather Supplier’s Sustainability Scorecard Information
- Associate Procurement Items with Supplier Data
- Allocate Supplier Data to Procurement Items
- Calculate Emissions Based On Quantity or Spending
Carbon Credits
- What are Carbon Credits
- How to Allocate Carbon Credits
- Manage Carbon Credits
- Allocate Carbon Credits
- Example: Allocating Carbon Credits
Energy Attribute Certificate Credits
- Energy Attribute Certificate Credits
- Create a Clean Energy Project
- Record an Energy Attribute Certificate Purchase
- Record an Energy Attribute Certificate Credit
- Allocate Energy Attribute Credits
Social and Governance Data Reports
- Create a Disclosure Reporting Period
- Summarize Anti-Corruption Initiative Information
- Summarize Biodiversity Information
- Summarize Climate Change Emissions and Financial Information
- Summarize Climate Change Risk Opportunity Information
- Summarize Economic Performance Information
- Summarize Employee Demographic Information
- Summarize Employee Development Information
- Summarize Employee Information
- Summarize Employment Benefit Information
- Summarize Employment Compensation Information
- Summarize Government Financial Assistance Information
- Summarize Managed Care Program Performance
- Summarize Organization Incident Information
- Summarize Organization Payment Practice Information
- Summarize Pollution Impact Risk Opportunity Information
- Summarize Social Contribution Information
- Summarize Sustainability Material Use Information
- Summarize Tax Disclosure Information
- Social and Governance Data for Extended Organizational Boundaries
  - Set Up Your Org to Gather Social and Governance Data from Subsidiaries
  - Example: Manage Social and Governance Data for Parent and Subsidiary...
- Social and Governance Data for Affiliates
  - Set Up Your Org to Gather Social and Governance Data from Affiliates
  - Social and Governance Objects Available to Affiliate Company Users
  - Example: Manage Social and Governance Data for Affiliate Companies
- Materiality Assessment Hub
  - Impact and Risk and Opportunity Assessments
  - Materiality Assessments
    - Create a Materiality Assessment in Net Zero Cloud
    - Send a Materiality Assessment Survey Invitation to Stakeholders
      - Calculate Materiality Matrix Scores
Disclosures by Using Disclosure and Compliance Hub
- How to Generate Disclosures Using Disclosure and Compliance Hub
- Author Disclosures by Using Omniscript Forms
- Author Disclosures by Using Microsoft 365 Word
- Author Disclosures by Using Omniscript Forms and Microsoft 365 Word
- Author Disclosures by Using Google Docs
- Author Disclosures by Using Omniscript Forms and Google Docs
- Design Document Templates in Microsoft 365 Word
- Design Document Templates in Google Docs
- Information Library
- Einstein Generative AI For ESG Report Generation
- Data 360 Integration for Net Zero Cloud
- Create GRI Disclosures Report by Using the Net Zero Cloud Template
- Create CDP Disclosures Report With the Net Zero Cloud Template
  - Resubmit Failed Responses to CDP
- Create SASB Disclosures Report by Using the Net Zero Cloud Template
  - SASB Sectors and Their Industries
- Create ESRS Disclosures Report by Using the Net Zero Cloud Template
- Create CSRD Disclosures Report by Using the Net Zero Cloud Template
- Discover XBRL Tagging Providers to Tag Disclosure Reports
Data Collection
- Collect Energy Use Data
- Upload Documents with Intelligent Document Reader
  - Net Zero Cloud Objects Supporting Intelligent Document Reader
- Upload Data by Using Dataloader.io
- Upload Data by Using CSV Data Management for Industries
Sustainability Programs
- Use Programs and Initiatives with Net Zero Cloud
- Example: Track Sustainability Initiatives and Measure Performance
Data Auditing
- Export Carbon Calculations
  - Net Zero Cloud Object Fields for Export Calculations
Submit Records for Approval
Net Zero Analytics App
- Audit Dashboard
  - Key Performance Indicators
- Building Energy Intensity Dashboard
- Business Travel Impact Dashboard
  - Key Performance Indicators
- Carbon Credit Allocation Dashboard
  - Key Performance Indicators
- Climate Action Dashboard
  - Key Performance Indicators
- Emissions Forecast and What-If Analysis Dashboard
- Predicted Air Travel Emissions Dashboard
- Predicted Carbon Emissions and Fuel Consumption by Stationary Assets...
- Predicted Carbon Emissions for Stationary Assets Dashboard
- Predicted Supply Chain Emissions Dashboard
- Program Analysis Dashboard
- Scope 3 Procurement Dashboard
  - Key Performance Indicators
- Supplier Dashboard
- Waste Management Dashboard
  - Key Performance Indicators
- Water Management Dashboard
  - Key Performance Indicators
- Embedded Dashboards in Net Zero Analytics
- Recipes and Datasets for Net Zero Analytics Dashboards
Employee Analytics App
- Employee Insights Dashboard
Report Your Carbon Footprint

Use Setup Assistant to Track Scope 3 Emissions Data

You are here:

Use Setup Assistant to Track Scope 3 Emissions Data

Use the Setup Assistant to guide you through setting up Net Zero Cloud for tracking scope 3 emissions data.

Required Editions

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.

Setup Assistant Main View

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.

Sub steps in setup assistant page

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: Watch video Scope 3: Configure Setup and Emissions Tracking.

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