Enable Net Zero Cloud Data Pipelines, Features, and Automation
Enable Data Pipelines
Net Zero Cloud uses Salesforce Data Pipelines to clean, transform, and enrich your data. If this seems nebulous, think dashboards. Net Zero Cloud dashboards ingest the enhanced data to give you better insights at a glance.
To enable Data Pipelines, Safiya assigns the following permission sets to the users she created in the previous step.
User (Full Name) | Role | Required Permission Sets |
---|---|---|
Jane Admin | A system administrator who wants to… |
|
Joe Manager | A manager who’s responsible for… |
|
Sam Auditor | An auditor tasked with… |
|
To assign the permission sets to the users:
- From Setup, in the Quick Find box, enter
Users
, and then select Users. - To create, customize, run, and monitor the data processing engine definitions, select the Jane Admin user.
- In the Permission Set Assignments section, click Edit Assignments.
- Move these permission sets from the Available Permission Sets list to the Enabled Permission Sets list:
- Data Pipelines Base User
- Use Data Processing Engine
- Net Zero Cloud Admin
- Data Pipelines Base User
- Save your changes.
Use the same procedure to enable the permission sets for Joe Manager and Sam Auditor.
Next, enable data pipelines.
- From Setup, in the Quick Find box, enter
Data Pipeline
, and then select Getting Started. - Ensure Data Pipeline is enabled.
- Refresh the page.
Turn On Net Zero Cloud Features
Net Zero Cloud is already switched on, so now you can turn on Manage Carbon Accounting and Net Zero Cloud features.
- Manage Building Energy Intensity
- Manage Data Gaps
- Manage Scope 3 Procurement Hub
- Manage Emissions Target
- Manage Carbon Emissions Forecast
- Manage Waste-Related Data
- Manage Supplier Sustainability Data
- Allocate Carbon Credits
- Manage Water Accounting
- Manage Carbon Accounting for Extended Organizational Boundaries
To turn on the features:
- From Setup, in the Quick Find box, enter
Net Zero
, and then select Net Zero Settings. - Turn on Manage Carbon Accounting.
- Turn on the other features from the list above.
- Leave the remaining Manage Carbon Accounting settings off for now.
Enable Automation
Automation makes carbon footprints easier to work with by ensuring that energy use records are assigned correctly based on specific conditions. In Net Zero Cloud, you can automate several tasks. For this project, you enable a few, specific automation tasks.
- From Setup, in the Quick Find box, enter
Net Zero
, and then select Net Zero Configurations. - In General Configurations, for Default Reporting Year Type, choose Calendar Year.
- In Auto-Assign Carbon Footprints, ensure that Assign Carbon Footprint to Energy Use Records and Auto-Create Carbon Footprints are enabled.
- In BEI Setup, for Data Processing Engine Definition, ensure that Calculate BEI Record is selected.
Although Sam won’t immediately witness the benefit of automation while configuring NTO’s Net Zero Cloud, automation is put in play for the future. For example, once NTO’s corporate building is defined and energy consumption data added, the building’s carbon footprint will automatically be calculated. How cool is that?