ESG Report Generation with Einstein Generative AI

Prepare to Set Up Einstein Generative AI

Categorize your disclosure and compliance reports, which are based on standardized disclosure templates, in a response document by using a clause category.

1. Configure a Microsoft Azure app to establish a connection between Salesforce and Microsoft.
   See Create a Connection Between Salesforce and Microsoft Azure.
2. Configure a Google Client app to establish a connection between Salesforce and Google.
   See Integrate Google Docs with Salesforce for Net Zero Cloud.
3. To get started with generative AI, turn on Einstein generative AI.
   See ESG Report Generation with Einstein Generative AI.

   

   Note Generative AI features are not supported in Salesforce Government Cloud Plus, Government Cloud Plus - Defense and Government Cloud Premium orgs. Don't turn on or enable these features in Government Cloud orgs. Contact your Salesforce account executive for additional details.
4. As a system administrator confirm that your org has these permission set licenses:
   • Einstein for Disclosure and Compliance Hub
   • Einstein Prompt Templates
   • Scoring Framework PSL
   • NLP Service Psl
   

   Note The Scoring Framework PSL and NLP Service Psl are required for the Einstein to Generate Draft Response Document feature.
   See Assign a Permission Set License to Users.
5. Assign these permission sets to the users:
   • Einstein for Disclosure and Compliance Hub User
   • Disclosure and Compliance Hub User
   • Prompt Template User
   • Scoring Framework User
   • NLP Service
   

   Note The Scoring Framework User and NLP Service are required for the Einstein to Generate Draft Response Document feature.
6. To enable Salesforce Data 360 in your Salesforce org, turn on Data 360.
   See Turn On Data 360.
7. To ingest content documents added as file attachments so that file-based search works, set up file force in Data 360.
   See Ingest File Attachments from All Salesforce Objects to Data 360.
8. To ingest Searchable Reference Document and Document Clause objects and fields into Data 360, add the Net Zero Cloud-specific permissions to the Data Cloud Salesforce Connector permission set.
   See ESG Report Generation with Einstein Generative AI
9. To avoid disruption in email sent from Salesforce, verify each of your email-sending domains via either DKIM keys or authorized email domains.
   See Requirements to Send Email from Salesforce and Set Up Secure DKIM Keys.
10. To turn on the standard action flow that extracts entities and key phrases from a disclosure document, create a use case configuration.
    See Set Up Entity and Key Phrase Extraction from Disclosure Document.
11. To extract data, answer questions, collaborate with other users, and generate disclosures, turn on Manage Disclosure and Compliance Hub and the Einstein for Disclosure Authoring settings.
    See Enable Disclosure and Compliance Hub.
12. To set up disclosures, confirm that you have the required licenses and permissions.
    See Prerequisites For Setting Up Disclosures.
13. To streamline the assignment and management of permissions, create and assign the disclosure and compliance permission set group to users.
    See Create and Assign a Disclosure and Compliance Permission Set Group to Users.
14. To define how users access objects and data, create a Disclosure and Compliance Hub profile.
    See Create a Disclosure and Compliance Hub Profile.
15. To set up access to create and edit disclosures, add and assign profiles to the Disclosure and Compliance Hub users.
    See Give Users Access to the Disclosure and Compliance Hub.
16. To import and export disclosure questions, configure Discovery Framework.
    See Manage Disclosure Questionnaire Information Using Discovery Framework.
17. To author disclosure reports directly in Microsoft 365 Word by using the Salesforce Disclosure and Compliance Hub for Microsoft 365 Word add-in, establish a secure connection between Salesforce and the add-in.
    See Integrate Microsoft 365 Azure with Salesforce for Net Zero Cloud.
18. To author disclosure reports directly in Google Docs by using the Salesforce Disclosure and Compliance Hub add-in, establish a secure connection between Salesforce and the add-in.
    See Integrate Google Docs with Salesforce for Net Zero Cloud
19. To bind the common components, such as the disclosure type, description, description version, and the Microsoft 365 Word document to launch, set up disclosure metadata.
    See Set Up Disclosure Metadata.
20. To streamline the capture and audit of your carbon footprint data, turn on Net Zero Cloud.
    See Enable Net Zero Cloud Features.
21. To simplify your disclosure authoring and integrate generative-AI moments into your workflow, create a custom prompt template.
    See Create a Custom ESG Revise Response Prompt Template.

Enable Einstein Generative AI

Turn on Einstein to use generative AI features across Salesforce.