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Manage Users and Configure Feature Settings in Net Zero Cloud

Learning Objectives

After completing this unit, you'll be able to:

  • Create users in your org.
  • Customize the Net Zero app for your users.
  • Explain and select carbon accounting settings for your org.
  • Describe and turn on automation settings for your org.

Add Users

To add users, Safiya Rees, the Salesforce admin at Northern Trail Outfitters (NTO), follows these steps.

  1. From Setup, search for and then select Users.
  2. Click New User to add a single user, or click Add Multiple Users to add up to 10 users at a time.
  3. Enter details for each user, paying special attention to these fields.
    • Username
      Each username must be unique across all Salesforce orgs and in the form of an email address. However, it doesn't have to be a working email. By default, the username is the same as the email address.

    • User License
      The user license determines which features the user can access in Salesforce. Select Salesforce to allow users access to standard Salesforce features.

    • Profile
      After you select a User License, select your manager or auditor profile for the user.

    • Role
      Optional. If your company isn't using roles, leave None Specified selected.

    • Generate New Password and Notify User Immediately
      This option, which is selected by default, generates a password and sends a welcome email to the user inviting them to log in to the org. Since you still have some configuration to do, consider deselecting it (Safiya does). You can come back and select it after you've finished configuring your org and you're ready for people to use it.

  4. Save your changes and continue creating additional User records for everyone who needs to access Net Zero Cloud.

Assign Permission Set Licenses to Users

When she started configuring Net Zero Cloud, Safiya assigned herself the Net Zero Cloud permission set licenses. Now, she assigns them to her users.

  1. From Setup, search for and then select Users.
  2. Click the user’s name.
  3. In the Permission Set License Assignments related list, click Edit Assignments.
  4. Select Enabled for Net Zero Cloud. If the user needs access to analytics, also select Enabled for CRM Analytics for Net Zero Cloud or one of the base permission set licenses.
  5. Save your changes.

Assign Permission Sets to Users

After Safiya assigns permission set licenses to her users, she assigns permission sets to them. Permission sets grant users access to objects, fields, and the app. Permission sets are additive—they only grant access, they can’t take it away. You can assign multiple permission sets to a user, regardless of their profile. Users can have only one profile, but they can have multiple permission sets. 

Happily, Net Zero Cloud provides two permission sets that correspond to the profiles that Safiya created.

  • Net Zero Cloud Manager
    Gives users create, update, and delete access to Net Zero tabs, objects, and fields. Users can enter and modify data.

  • Net Zero Cloud Auditor
    Gives users read-only access to Net Zero objects, records, and fields.

Here's how Safiya assigns permission sets to her users.

  1. From Setup, search for and then select Permission Sets.
  2. Select the Net Zero Cloud Manager permission set.
  3. Click Manage Assignments and then Add Assignments.
  4. Select the users to assign to the permission set, and click Assign.
  5. Save your changes, and repeat these steps for users who need Net Zero Cloud Auditor permissions.

Customize the Lightning Experience for Net Zero

Before Safiya invites users to access Net Zero Cloud, she wants to polish the Lightning experience for them. There are a few things she can do to make the Net Zero app easier to work in.

  • Create custom list views for the various energy use and carbon footprint objects, such as for different reporting periods.
  • To help users better visualize the stages of the carbon footprinting process, create kanban views for the Stationary Asset Carbon Footprints and Vehicle Asset Carbon Footprints objects. (Safiya’s users can create their own list views and kanban views, too.)
  • Create compact layouts for energy use and carbon footprint records, to show key fields for each record in the highlights panel at the top of every record detail page.

To learn how to create custom list views, kanban views, compact layouts, and more, see the Lightning Experience Customization module in the Resources section.

Turn On Carbon Accounting

Now, Safiya turns on Net Zero's carbon accounting features. She can turn on everything at once, or turn on features individually and roll out functionality over time.

  1. From Setup, search for Net Zero and then select Net Zero Settings.
  2. To calculate all carbon emissions related to energy use data, select Manage Carbon Accounting.
  3. Based on your requirements, turn on these specific carbon accounting capabilities.
    • Manage Building Energy Intensity
      Load CBECS dataset and calculate variances in intensities for your buildings using the regional building energy intensity data.
    • Manage Carbon Emissions Forecast
      Forecast emissions for future years based on advanced account forecasting. Available with a Net Zero Cloud Growth license.
    • Manage Data Gaps
      Automatically identify energy-related data gaps and fill them based on system-proposed values.
    • Manage Emissions Target
      Set company-level targets for emissions based on the emissions activity and by year. Available with a Net Zero Cloud Growth license.
    • Manage Scope 3 Procurement Hub
      Manage procurement categories and map them to standard procurement emission categories. Available with a Net Zero Cloud Growth license.
    • Manage Supplier Sustainability Data
      Collaborate with suppliers and track their sustainability data. Available with a Net Zero Cloud Growth license.
    • Manage Waste-Related Data
      Track waste-related data and calculate related emissions and footprint. Available with a Net Zero Cloud Growth license.

Safiya turns on all the carbon accounting features so that her NTO users can access everything from the get-go. She also enables Manage Carbon Accounting. Later on Safiya's going to load reference datasets, and that task requires that Manage Carbon Accounting is enabled.

There's one final org preference that Safiya needs to set so that she can forecast emissions for NTO. It happens to be in the Manufacturing feature settings.

  1. From Setup, search for and then select Advanced Account Forecasting.
  2. Turn on Advanced Account Forecasting.
    The Advanced Account Forecasting feature switched to active.

Note: Forecasting is available in the Growth Edition of Net Zero Cloud.

Turn On Automation

Next, Safiya turns on Net Zero Cloud automation settings. Automation makes carbon footprints easier to use by ensuring that energy use records are assigned correctly based on specific conditions.

  1. From Setup, search for Net Zero and then select Net Zero Configurations.
  2. Based on your requirements, turn on any of these automation features.
    • Assign Carbon Footprint to Energy Use Records
      Assign a carbon footprint automatically to energy use records based on the emissions source and date range.

    • Auto-Create Carbon Footprints
      Create carbon footprints automatically for the selected reporting year if a carbon footprint doesn’t exist for that reporting year type.

    • Set Default Reporting Year Type
      The default type of reporting year for the carbon footprint. The default is Calendar Year. The value you select is used by Auto-Create Carbon Footprints.

Adding users, assigning them permission set licenses and permission sets, and then turning on Net Zero Cloud carbon accounting and automation settings went smoothly. Now Safiya’s ready to configure record types for her emissions sources and building energy intensity.


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