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* Net Zero Cloud *

Welcome! This group is dedicated to your success with Salesforce Net Zero Cloud. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx

Hi, my instance of Net Zero uses GWP from AR5. Is there a way to update to GWP from AR6? Thanks!

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⛰️ 🔐 New Hands-on Workshop for Premier & Signature Admins: Secure the Org: Find and Fix Vulnerabilities (ADX012)

 

 Misconfigured security settings are one of the leading causes of data breaches. In this 90-minute instructor-led workshop, you'll step into the role of an internal security auditor to identify and fix real Salesforce vulnerabilities across the most common misconfiguration areas. 

 

This workshop was adapted from a fan-favorite capture-the-flag game that has been a hit at live Salesforce events — now available virtually so more admins can play! This practical workshop is for:

  • Newer admins — you'll find the challenges approachable and manageable. The hands-on format makes security feel less daunting and more actionable
  • Seasoned practitioners — you'll likely discover security settings you haven't previously been aware of
  • All learners — challenges are independent of each other, so you can move at your own pace, skip ahead, and circle back with no pressure

Sessions are live and available!

  • Fri Jul 31 — 9:00am ET [AMER]
  • Mon Aug 3 — 3:30pm ET [AMER]
  • Tue Aug 11 — 10:00am CET [EMEA]
  • Check the session listings for more workshops across regions 

➡️ Premier and Signature customersRegister today on Trailhead Academy — Course code: ADX012

 

#Security

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3 comments
  1. Aug 2, 4:52 PM

    @Melodie Kinet

    hi, can you please share the recording of the webinar: Project Management and Climate Action Dashboards? 

    Thank you very much!

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Hi Team,  I have updated the procurement emission factor set item field in scope 3 procurement item record. However, corresponding procurement emission factor set is not getting updated in the procurement summary record. We are not using scope 3 hub.  Can someone please clarify on this?  

Thanks!

2 answers
  1. Jul 28, 10:06 AM

    @Sai T We have a flow that updates PEFSI in Scope 3 Procurement Item record. As per our understanding, corresponding procurement emission factor set record should be auto populated in the Procurement Summary record as it is a master record to Scope 3 Procurement Item. Do we need to configure anything else? Please correct me if I am wrong or missing something. 

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Hi Community! 

 

Our partner Green Impact is hosting a webinar on 

August 12th

, 11am ET, that may be of interest: 

 

Link to Registration Page: 

https://events.teams.microsoft.com/event/133df42f-a34f-49a0-92be-9ed9114b6016@3a7a465f-f9aa-4257-9ac0-2860fcf0b01f

 

Automating Utility Data Collection with Salesforce AI

Description

Discover how to use Salesforce Prompt Templates, Apex, and Flow to transform unstructured utility bills into structured Salesforce data. In this session, we'll build an end-to-end AI-powered extraction workflow, demonstrate how to process and validate AI-generated JSON, and explore best practices for confidence scoring, exception handling, and human review. Whether you're building sustainability solutions, document processing applications, or AI-powered automations, you'll leave with practical patterns you can apply immediately.

 

Agenda

  • Introduction & Architecture – The end-to-end AI document processing workflow
  • Prompt Templates – Designing prompts for reliable structured data extraction
  • Apex + Flow – Parsing AI output and orchestrating business processes
  • Intake Methods – Screen Flows, integrations, and Email Services
  • Review & Governance – Confidence scoring, error handling, and human-in-the-loop approvals
  • Live Demo & Q&A – Putting it all together in Salesforce

Date/Time: Wednesday, August 12, 2026 at 11AM-12PM EST

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I am constantly stuggling with finding the ACTUAL API names for Fuel Type Units of Measure. We have recently added new fuel types and corresponding units of measure and with all existing Units, the value names include "(Custom)" as a suffix to the value and the API names have "custom_" as a prefix however the developer names listind in the setup don't have this prefix.  

 

Recently in adding new values, we have followed previous API names with the "custom_" prefix howebver these API names seem to be failing. Is there a way to easily source the EXACT API names?

2 answers
  1. Jun 26, 6:52 AM

    Hello, 

     

    You can’t reliably infer the correct API names from the UI “Developer Name” or labels because only the actual metadata/API value is used by integrations, and this often differs from what’s shown in Setup; the safest way to get the exact values is to open the field in Setup and copy the picklist value API name directly, or use tools like Salesforce Workbench (via the describe endpoint) or Metadata API/CLI to retrieve the picklistValues.value, since the custom_ prefix is not automatically applied or guaranteed and may not match the system-generated API naming rules, which is why manually

    Milestone Card  following that pattern can lead to failures.

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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. 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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Hello trailblazers, 

 

I will be working on a PoC where the use case is as follows: 

1. The client delivers a couple products to their customers (private and public) 

2. There are several suppliers who provide these products. 

3. The suppliers should have access to some sort  platform where they will report their CO2 emissions per product, their energy use for transport, audit material etc. 

4. AI structures the data and we get Scope 1, 2 and 3 emissions across suppliers. 

 

I have previously worked on NZC implementation project. However it was a couple of years ago and no AI or supplier platform involved. 

 

 Any recommendations on what should I look into? 

Thanks in advance.

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Hi, I have the Net Zero Admin user profile. On the Energy Attribute Certificate Credits object page layout, I did not have access to see the "Retired" field. In order to work around this, my sys admin had to clone the permission set and then edit the permissions so I could read/edit the "Retired" field on the page layout. I attached a screen shot of the missing permissions. It took a long time for my sys admin and I to figure this out. It was especially confusing because I could edit the "Retired" field on the list view. I suggest access to read/edit this field is included with the default Net Zero Admin user profile in the future. 

  

Thank you,  

Michelle  

User permissions to retire energy attribute certificate credits on the object page layout

 

 

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