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Set Up and Maintain Net Zero Cloud
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            Set Up Energy Use Data Collection

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            3. Set Up and Maintain Net Zero Cloud

            Set Up Energy Use Data Collection

            Configure the Collect Energy Use Data flow template to collect energy use data across distributed stakeholders. Customize the template according to your business needs and add the flow to Lightning pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view setup pages: View Setup and Configuration
            To run a flow: Run Flows
            To copy and customize a flow: Manage Flows
            Note
            Note Upload individual energy use records by using the Collect Energy Use Data flow component. Upload bulk energy use records by using CSV Data Management for Industries.
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Select Use a Template.
            4. In the list of templates, select Collect Energy Use Data, and click Create.
            5. To customize the flow according to your business requirements, select an element and click Edit Element.
              Some customization possibilities include adding or removing energy use types, fields for each energy use type, and instructional text. See Build a Flow.
            6. Save your changes.
            7. Enter the information for Flow Label, Flow API Name, and Description, and save your changes.
            8. Activate the flow.
            9. Add the Collect Energy Use Data flow component or your cloned version to a Lightning page.
            10. Activate the Lightning page.
            11. Grant object permissions to users to create energy use records.
              The permission sets Net Zero Cloud Light and

              Net Zero Cloud

              Manager simplify granting object permissions. You can assign these sets to users or use them as a reference guide for granting object permissions. See Troubleshoot Object and Record Access Issues.

            See Also

             
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