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Groups* Net Zero Cloud *Michelle Eul's Question
Michelle Eul asked in * Net Zero Cloud *
Jun 18, 8:06 PM

EAC Distributions

Hi, I am distributing some Energy Attribute Certificates to energy use records, however I found it time-consuming to check an energy record and copy and paste the usage value into an EAC Distribution record. Plus, I have to keep another running tally of how much is left on the EAC credit in order to use it down to a 0 balance. And then apply another EAC credit to the remainder of the energy use balance. Are there any suggestions of an easier way to do this? I would be happy to demonstrate this question to someone from the Salesforce team if that would be helpful. Thanks, Michelle

1 answer
  1. Swapnil Matkar (TCS)
    Jun 20, 2:15 PM

    It sounds like you are managing a classic data-entry bottleneck within Salesforce Net Zero Cloud. Manually tracking remaining balances, copying usage figures, and splitting energy balances across multiple Energy Attribute Certificates (EACs) is exactly the kind of repetitive heavy lifting that Salesforce is designed to automate.

     

    Instead of doing this manually, you can automate this entire waterfall distribution process. Here are the best ways to eliminate the copy-pasting and manual math:

    1. Use Salesforce Flow (The Native Automation Route)

    You can build a Record-Triggered Flow or an Action/Screen Flow to handle the heavy lifting. Salesforce Flow can easily handle the logic you described:

    • Automated Fetching: When an Energy Use record is selected, the Flow automatically pulls its usage value—no copy-pasting required.
    • Balance Tracking: Out of the box, Net Zero Cloud tracks CreditsAvailableInMwh on the Energy Attribute Certificate Credit record. Your Flow can query the available credits instantly.
    • The "Waterfall" Logic: If the energy usage is greater than the first EAC's remaining balance, the Flow can:
      1. Create an Energy Attribute Credit Distribution record using up the rest of the first EAC (bringing its balance to 0).
      2. Calculate the remaining energy balance.
      3. Look for the next available active EAC and automatically apply a second distribution record for the remainder.

    2. Leverage OmniStudio (For a Guided UI Experience)

    If your team uses OmniStudio (often bundled with Industry Clouds like Net Zero Cloud), you can build an OmniScript.

    • This provides a clean, step-by-step wizard where you select the energy records, and behind the scenes, an Integration Procedure handles the exact math and splits the credits across records instantly.

    3. Pre-built AppExchange Solutions

    If you want to avoid custom building, check the Salesforce AppExchange. There are several sustainability accelerator packages and partner tools specifically built to enhance Net Zero Cloud's certificate allocation and inventory management.

    A Quick Note on Reaching Salesforce Support

     

    Just a heads-up that

    I am not a direct member of the Salesforce team! However, showing your exact process to a Salesforce professional is a fantastic idea. Here is how you can get a live person to review your screen:

    1. Log into your Salesforce Org, click the Question Mark (?) icon in the top right, and select Get Support or Salesforce Help.
    2. Log a Case and request a Premier Support meeting or ask to speak with your Account Executive (AE) or a Success Architect.
    3. Tell them you want a brief session to demonstrate your EAC allocation workflow—they love seeing these real-world use cases and can often provide tailored architectural advice.
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