Set Up Your Org for Partner Community Users

To account for emissions for your entire organization, which includes your franchisee or portfolio company, involves these steps.

• As a Salesforce administrator, configure your permissions and settings:
  • To use data processing engine, assign yourself the Data Pipelines Base User, Data Processing Engine Psl, and Carbon Accounting for Partners User License permission set licenses. See Assign a Permission Set License to Users.
  • To aggregate emissions using data processing engine definitions, Enable Data Pipelines.
  • To account for emissions for your extended organizational boundaries, enable the Manage Carbon Accounting for Extended Organizational Boundaries setting. See Enable Net Zero Cloud Features.

    For additional details, contact your account executive.

• To create account for your parent company, Create Accounts for the Extended Organization.
• To create account for your partner community users, Set Up Access for Your Suppliers, Partners, and Affiliates.
• To create an internal organizational unit that identifies your parent account, Create an Internal Organizational Unit to Identify the Parent Company.
• Define the company hierarchy or structure by setting up account relationships:
  • To represent a relationship between the parent company and all accounts in the org, Create Party-Role Relationships.
  • To represent the relationship between the parent company and all accounts, Create an Account Hierarchy.
• To represent what portion of emissions are allocated from partner company to parent company, Allocate Emissions to a Parent Company.