Search for Answers With Einstein Generative AI
Use the Einstein generative AI capabilities of the Salesforce Disclosure and Compliance Hub for Microsoft 365 Word add-in or the Salesforce Disclosure and Compliance Hub for Google Docs add-in to search for disclosures.
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 Needed | |
|---|---|
| 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 |
| To author disclosure reports using generative AI: | Use Einstein to Author Disclosures |
| To search for disclosures in files using generative AI: | Use Einstein Search for Disclosures |
| To enable Scoring Framework and define models for scoring use cases: | Scoring Framework Admin |
| To ground the information in the uploaded disclosure reports by using natural language processing operations: | Manage Natural Language Process Results |
Ensure that you uploaded disclosure details to Net Zero Cloud. It can take up to 24 hours for Net Zero Cloud to extract the files' content. See Ground Answers by Using Uploaded Documents.
Confirm that your Salesforce admin set up Einstein Generative AI for Net Zero Cloud. See ESG Report Generation by Using Einstein Generative AI.
- From the App Launcher, find and select Disclosure and Compliance Hub.
- From the Disclosures and Compliance Hub menu, select Disclosures and Compliance Hub.
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In the In Progress section, for a disclosure, click Launch External
Document.
- 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.
-
Complete one of these actions.
- To manually search for the question, from the available actions in the add-in,click Ask Einstein, and then enter your question to search for an answer.
- To search for an answer for a question, select the question in the add-in and from the question actions menu, click Ask Einstein.
-
Search for terms or questions, and then copy the answers to the Word document as
needed.
The results are specific to the disclosure document (past reports or financial statements) that you uploaded. You can view the source of information from which Einstein obtained answers.
Important This tool uses generative AI, which is known to include inaccurate or harmful responses. Before using, review the output for accuracy and safety. You assume responsibility for the output when making business decisions.
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