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Salesforce Med, Ahmed Soufiane, and Salesforce Academy

Unlock the Power of Salesforce Net Zero Cloud: Master Sustainable CRM Practices

Are you a Salesforce consultant ready to embrace the future of CRM while making a meaningful impact on our planet? Look no further. Our comprehensive course, "Salesforce Net Zero Cloud: Master Sustainable CRM Practices," has been meticulously crafted by industry experts to equip you with the knowledge and skills needed to navigate the exciting world of sustainable business practices using Salesforce Net Zero Cloud.

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Unlock the Power of Salesforce Net Zero Cloud: Master Sustainable CRM Practices

Are you a Salesforce consultant ready to embrace the future of CRM while making a meaningful impact on our planet? Look no further. Our comprehensive course, "Salesforce Net Zero Cloud: Master Sustainable CRM Practices," has been meticulously crafted by industry experts to equip you with the knowledge and skills needed to navigate the exciting world of sustainable business practices using Salesforce Net Zero Cloud.

In this course, we will guide you through each step of the journey, starting with an organized structure that ensures a smooth learning experience. We begin with a comprehensive introduction to the course, setting the stage for your transformative learning journey.

Next, we delve into the core concepts of Salesforce Net Zero Cloud, providing you with an in-depth overview of its functionalities and how it aligns with sustainable practices. You'll gain a solid understanding of the data model and how objects are structured within the system, enabling you to effectively leverage its capabilities.

As we progress, you'll learn how to set up your Net Zero Cloud organization, including logging and licenses, profile and user creation, and activating key features. We'll then dive into the fascinating world of carbon accounting, exploring the building blocks and methodologies behind tracking carbon footprints for stationary assets, vehicle assets, and building energy intensity.

Moreover, we'll explore Scope 1, Scope 2, and Scope 3 emissions, as well as Salesforce Net Zero Cloud's reference data, waste and water management, procurement emissions, targets, forecasts, carbon credits, and supplier management. You'll discover how to leverage CRM analytics dashboards for actionable insights and wrap up the course with a comprehensive set of 30 exam preparation questions to boost your certification readiness.

Join us on this exciting journey to become a Salesforce Net Zero Cloud expert and leverage the power of sustainable CRM practices. Enroll now and unlock a world of possibilities for both your career and the environment. Recap of what we will learn : -Organization of the course -Introduction of the course -Salesforce net zero cloud overview -Data model -Objects -Net zero cloud org setup -Loging and licences -Profiles creation -Users creation -Features activation -App access -Carbon accounting -Carbon accounting building blocks -Stationary asset environmental source - Stationary asset record types configuration -Stationary Assets Energy use -Stationary asset Carbon Footprints And Carbon footprint items -Stationary asset Carbon foot print stages -Carbon footprint Lock / Update and Data Gaps -Take a look at the Annual Emissions inventory -Vehicle Asset Emission Source -Building Energy intensity Source -Scope 3 Emission Sources -Scope 1 and 2 and 3 Emissions -Salesforce Net zero Coud reference data -Salesforce Net zero cloud Waste and Water management -Procurement Emissions -Net Zero Cloud Targets -Net zero Cloud Forecasts -Net Zero Cloud Carbon credit And Suppliers -Net zero Cloud CRM Analytics Dashboards -30 questions to prepare for your certification

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What's inside

Learning objectives

  • Understand the concept of net zero
  • How to implement net zero cloud a to z
  • Understand net zero cloud data models / features / actors and implement them
  • Understand and setup data for carbon accounting
  • Track emissions by scopes / scope1 scope 2 and scope 3
  • Understand the basics of procurement management
  • Load reference data for net zero cloud
  • Understand how calculations are made to convert emissions into tco2e
  • Track waste and manage water use emissions
  • Manage assets emission sources
  • Create an annual emission report
  • Set your targets and forecasts
  • Implement understand and visualize net zero cloud dashboards
  • Train to get your salesforce certified netzero cloud consultant
  • Show more
  • Show less

Syllabus

Introduction

"In this session, we'll take a deep dive into how our course is meticulously organized to ensure your learning journey is smooth and enjoyable. You'll gain insights into the course structure, the order of topics, and how each section is designed to build upon the previous one. Get ready to embark on a well-structured and engaging adventure through the world of NET ZERO CLOUD!"

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"In this enlightening session, we'll uncover the remarkable features and benefits of Salesforce Net Zero Cloud. You'll explore the powerful tools and capabilities that make this solution a game-changer in the industry. Discover how it can transform your business, reduce environmental impact, and boost sustainability. Get ready to unlock the potential of Salesforce Net Zero Cloud!"

Dive into the intricacies of Net Zero Cloud's data model.

et acquainted with the essential objects in Net Zero Cloud.

Learn about the agenda for setting up your Net Zero Cloud organization.

Discover how to obtain your free Net Zero Cloud Sandbox.

Understand the login process and licensing for Net Zero Cloud.

Learn about  how and what profiles to create  in Net Zero Cloud.

Activate and enable essential features in Net Zero Cloud.

Enable app access and create users in Net Zero Cloud.

xplore a practical use case with ElectraMotion to understand carbon accounting.

Learn the fundamental components of carbon accounting.

Discover the environmental sources of stationary assets.

Configure record types for stationary assets.

Explore energy usage for stationary assets.

Understand emission factors for stationary assets.

Delve into carbon footprints and related items for stationary assets.

Learn about the stages of calculating carbon footprints for stationary assets.

Explore how to lock/update carbon footprints and handle data gaps.

Examine the annual emissions inventory.

Discover emission sources related to vehicle assets.

Configure record types for vehicle asset emission sources.

Explore energy use and carbon footprints for vehicle assets.

Learn about the discovery of building energy intensity sources.

Understand how to build BEI (Building Energy Intensity) data.

Explore the process of creating records for building size categories.

Learn the steps involved in calculating Scope 3 carbon footprints.

Explore loading reference data and creating emission factors.

Discover and create sources of Scope 3 emissions.

Understand energy use related to air travel.

Explore energy use in freight hauling.

Learn about energy use during hotel stays.

Understand energy use with rental cars.

Explore energy use in ground travel.

Gain a concrete understanding of reference data.

Learn how to access the current dataset version in Salesforce NZC.

Discover how to load new dataset versions.

Explore sources for purchasing or downloading reference data.

Learn how to track waste.

Explore the creation of generated waste records.

Understand how to manage water usage.

Learn to create water activity and footprint records.

Explore an example waste dashboard.

Discover an example of water management dashboard.

Learn about emissions related to procurement.

Understand the relationship of objects in procurement.

Explore the setup of Scope 3 emissions procurement hub.

Learn to create suppliers and manage procurement.

Understand Scope 3 carbon footprints and annual emissions summaries.

Explore the discovery and creation of inflation rates.

Delve into an example procurement dashboard.

Learn about Science-Based Targets (SBTs).

Understand how to create emissions reduction commitments.

Explore the process of conducting an annual emissions inventory.

Learn how to set emissions reduction targets.

Dive into emission forecasting.

Explore the foundational elements of forecast sets.

Understand dimensions in forecasting.

Learn about forecast measures.

Explore groups of forecast measures.

Understand adjustment periods in forecasting.

Learn how to create forecast formulas.

Explore how to view emissions forecasts.

Learn about carbon credits and projects.

Understand how carbon credits work in Salesforce Net Zero Cloud.

Learn to create carbon credit projects.

Explore sustainability purchases.

Understand sustainability credits.

Learn to allocate carbon credits.

Explore the Net Zero Cloud marketplace.

Recap your course achievements.

Dive into Net Zero Cloud analytics.

Learn how to create a Net Zero analytics app.

Explore an audit dashboard.

Delve into a dashboard on building energy intensity.

Understand the dashboard for business travel impact.

Explore a dashboard for carbon credit allocation.

Learn about embedded carbon credit allocation.

Dive into a dashboard for climate action

Understand the dashboard for Scope 3 procurement.

Explore embedded scope-wise carbon credit allocation.

Dive into a dashboard for suppliers.

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Provides a comprehensive overview of Salesforce Net Zero Cloud, which is valuable for consultants looking to expand their expertise in sustainable CRM practices
Covers Scope 1, Scope 2, and Scope 3 emissions, which are essential for understanding and managing a company's carbon footprint within the Salesforce ecosystem
Includes 30 exam preparation questions, which can help learners prepare for Salesforce certification and demonstrate their knowledge of Net Zero Cloud
Requires learners to obtain a free Net Zero Cloud Sandbox, which may require additional setup and configuration steps before starting the course
Explores carbon accounting methodologies, which are crucial for accurately tracking and reporting carbon emissions using Salesforce Net Zero Cloud
Teaches how to manage waste and water usage emissions, which are important aspects of environmental sustainability and are increasingly relevant for businesses

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Reviews summary

Salesforce net zero cloud fundamentals

According to learners, this course is a largely positive introduction to Salesforce Net Zero Cloud, providing a solid foundation for understanding its core concepts and implementation. Many students found the explanations, particularly regarding the data model and carbon accounting building blocks, to be very clear and easy to follow. The course is frequently mentioned as being helpful for preparing for the certification exam, offering practical examples for assets and dashboards. While the course structure is seen as logical and well-organized, a few reviewers noted that it lacks depth in certain specific areas, such as Procurement Emissions or advanced real-world scenarios, suggesting it may be best suited for those seeking foundational knowledge rather than advanced implementation details.
Provides practical, hands-on examples.
"The data model explanation was very clear, and the hands-on examples for stationary and vehicle assets were practical."
"I particularly appreciated the detailed breakdown of carbon accounting building blocks and the CRM Analytics dashboards."
Helps prepare for the certification exam.
"I feel much more prepared for the certification exam."
"Overall useful, particularly the exam prep questions."
"The exam prep section was a nice bonus."
"Train to get your Salesforce certified Netzero cloud consultant"
Concepts are explained clearly and logically.
"The data model explanation was very clear, and the hands-on examples for stationary and vehicle assets were practical."
"Fantastic course! The structure is logical and easy to follow."
"The overview of Scope 1, 2, and 3 emissions was good."
Could use more advanced examples or detail.
"Some parts felt a bit rushed, especially the section on Procurement Emissions. More detail or a dedicated example there would be helpful."
"Okay course. It covers the basics but lacks depth in certain areas. The examples are a bit simple."
"I was hoping for more advanced use cases or troubleshooting tips."
"I would have liked more focus on real-world scenarios and potential challenges during implementation."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Master Salesforce Net Zero Cloud January with these activities:
Review Greenhouse Gas Protocol
Reinforce your understanding of the foundational standards for carbon accounting, which are essential for effectively using Net Zero Cloud.
Show steps
  • Download the Corporate Accounting and Reporting Standard.
  • Read the sections on Scope 1, 2, and 3 emissions.
  • Take notes on key definitions and calculation methodologies.
Read 'Sustainability Principles and Practice'
Broaden your understanding of sustainability principles to better contextualize the features and benefits of Salesforce Net Zero Cloud.
Show steps
  • Obtain a copy of 'Sustainability Principles and Practice'.
  • Read the chapters related to carbon emissions and corporate sustainability.
  • Reflect on how these principles apply to the functionalities of Net Zero Cloud.
Complete Salesforce Trailhead Modules on Net Zero Cloud
Gain hands-on experience with Net Zero Cloud by completing relevant modules on Salesforce Trailhead.
Show steps
  • Search for Net Zero Cloud modules on Salesforce Trailhead.
  • Complete the modules on carbon accounting and emissions tracking.
  • Follow the instructions to set up and configure Net Zero Cloud features.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Practice Carbon Footprint Calculations
Sharpen your carbon accounting skills by working through practice problems related to emissions calculations.
Show steps
  • Find sample carbon footprint calculation scenarios online.
  • Calculate Scope 1, 2, and 3 emissions for each scenario.
  • Compare your results with the provided solutions.
Develop a Mock Net Zero Cloud Implementation Plan
Solidify your understanding of Net Zero Cloud by creating a detailed implementation plan for a hypothetical company.
Show steps
  • Choose a hypothetical company and industry.
  • Identify the company's carbon accounting needs and goals.
  • Outline the steps required to implement Net Zero Cloud to meet those needs.
  • Present your implementation plan in a written report.
Read 'The Carbon Handbook'
Deepen your knowledge of carbon management strategies and technologies to enhance your ability to advise clients on Net Zero Cloud implementation.
Show steps
  • Obtain a copy of 'The Carbon Handbook'.
  • Review the sections on carbon reduction technologies and offsetting strategies.
  • Consider how these strategies can be integrated with Net Zero Cloud.
Write a Blog Post on Net Zero Cloud Best Practices
Share your knowledge and insights by writing a blog post on best practices for using Salesforce Net Zero Cloud.
Show steps
  • Research common challenges and questions related to Net Zero Cloud.
  • Develop a blog post outlining best practices for addressing these challenges.
  • Publish your blog post on a relevant platform (e.g., LinkedIn, personal blog).

Career center

Learners who complete Master Salesforce Net Zero Cloud January will develop knowledge and skills that may be useful to these careers:
Net Zero Consultant
A Net Zero Consultant works with organizations to achieve net zero emissions. They assess current emissions, develop reduction strategies, and implement carbon offsetting programs. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course helps build a foundation for this career by providing comprehensive training on Salesforce Net Zero Cloud. The course covers the entire process, from setting up Net Zero Cloud and understanding the data model, to implementing carbon accounting, tracking emissions by scopes, setting targets and forecasts, and managing carbon credits. By mastering these skills, you can effectively guide organizations on their journey to net zero emissions. The course is an excellent way to master Net Zero Cloud.
Carbon Accounting Specialist
A Carbon Accounting Specialist focuses on measuring and reporting an organization's greenhouse gas emissions. This involves collecting data, calculating carbon footprints, and ensuring accurate reporting in compliance with standards such as the GHG Protocol. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course directly supports this role by providing extensive training in carbon accounting using Salesforce Net Zero Cloud. The course covers the building blocks of carbon accounting, tracking emissions from stationary and vehicle assets, and managing Scope 1, 2, and 3 emissions. Furthermore, the knowledge gained from setting up Net Zero Cloud, loading reference data, and generating emissions reports provides a hands-on experience that is highly valuable for a Carbon Accounting Specialist. The waste and water management and procurement emissions modules help one gain in-depth knowledge of the kind of work that Carbon Accounting Specialists do.
Sustainability Consultant
A Sustainability Consultant assists organizations in developing and implementing sustainable practices. This role involves assessing environmental impact, creating sustainability strategies, and helping companies reduce their carbon footprint. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course helps build a foundation for this career by providing an in-depth understanding of Salesforce Net Zero Cloud, a tool used to track and manage environmental data. By learning how to set up Net Zero Cloud, manage carbon accounting, and analyze emissions data, you become well-prepared to guide businesses in their sustainability efforts. In particular, the course content on Scope 1, 2, and 3 emissions, targets, forecasts, and CRM analytics dashboards helps develop practical skills needed to excel as a Sustainability Consultant. This course is a great way to learn both Salesforce and sustainability.
Climate Change Consultant
A Climate Change Consultant advises organizations on strategies to mitigate and adapt to climate change. This includes assessing climate risks, developing carbon reduction plans, and implementing resilience measures. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course helps build a foundation for this career by providing you with in-depth knowledge of carbon accounting, emissions tracking, and setting sustainability targets using Salesforce Net Zero Cloud. The course also covers forecasting and managing carbon credits. By mastering these tools and techniques, you can effectively assist organizations in developing and implementing climate change strategies. The course provides a strong practical foundation.
Waste Management Specialist
A Waste Management Specialist develops and implements waste reduction and recycling programs. This includes conducting waste audits, identifying opportunities for waste diversion, and ensuring compliance with waste management regulations. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course provides a specific module on waste and water management within Salesforce Net Zero Cloud, which is directly applicable to this role. You can learn how to track waste generation, manage water usage, and create waste and water footprint records. The course helps develop the skills needed to effectively manage and report on waste reduction efforts. This course is specifically relevant to waste management.
Sustainability Manager
A Sustainability Manager develops and implements sustainability programs and initiatives within an organization. They are responsible for setting sustainability goals, tracking progress, and engaging employees in sustainability efforts. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course may be useful for such a role by providing the insight and knowledge to leverage Salesforce Net Zero Cloud for effective sustainability management. The course covers setting targets and forecasts, managing carbon credits and suppliers, and using CRM analytics dashboards to gain actionable insights. By understanding how to use Net Zero Cloud to track and improve sustainability performance, you can become a valuable asset in any organization's sustainability team. This course is relevant if you wish to see how Salesforce is used in such a role.
Supply Chain Sustainability Analyst
A Supply Chain Sustainability Analyst focuses on improving the environmental and social performance of an organization's supply chain. This involves assessing supplier sustainability practices, identifying risks, and implementing strategies to reduce the supply chain's carbon footprint. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course may be useful by providing a specific focus on procurement emissions and supplier management within Salesforce Net Zero Cloud. The course helps you understand how to track and manage emissions from suppliers, assess their sustainability performance, and implement strategies for improvement. The course material on Scope 3 emissions, reference data, and CRM analytics dashboards is valuable for this role. This course can help you gain practical experience with a crucial tool for this field.
Environmental Analyst
An Environmental Analyst researches and analyzes environmental data to assess the impact of various activities on the environment. They often work with companies to ensure compliance with environmental regulations and identify areas for improvement. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course may be useful by providing you with a solid understanding of how to use Salesforce Net Zero Cloud to track and manage environmental data. The course's focus on carbon accounting, emissions tracking (Scope 1, 2, and 3), and data analysis helps build skills directly applicable to this career. Moreover, the section on setting up Net Zero Cloud and leveraging CRM analytics dashboards gives you the practical experience needed to succeed as an Environmental Analyst. One who wishes to enter the field of Environmental Analysis shouldn't dismiss this class.
Environmental Compliance Officer
An Environmental Compliance Officer ensures that an organization adheres to environmental laws and regulations. This involves conducting audits, developing compliance programs, and staying updated on regulatory changes. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course may be useful by providing a toolset for tracking and managing environmental data, which is crucial for ensuring compliance. The course's coverage of Net Zero Cloud setup, carbon accounting, and emissions tracking helps develop a strong understanding of the data needed for compliance reporting. The training on managing waste and water, procurement emissions, and supplier sustainability helps cover a wide range of compliance areas. If you wish to enter this career, consider the course.
Energy Efficiency Specialist
An Energy Efficiency Specialist identifies and implements strategies to reduce energy consumption in buildings and industrial processes. This includes conducting energy audits, recommending energy-efficient upgrades, and tracking energy savings. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course may be useful by providing you with the tools to track and analyze energy usage data, which is essential for identifying areas for improvement. The course covers the setup of Net Zero Cloud, carbon accounting for stationary and vehicle assets, and the building energy intensity source. While the course does not delve into specific energy efficiency technologies, it provides the data management skills needed to effectively track and manage energy consumption. This is a helpful course for those interested in the data side of energy efficiency.
Green Building Consultant
A Green Building Consultant advises on the design, construction, and operation of sustainable buildings. This includes selecting eco-friendly materials, optimizing energy and water efficiency, and achieving green building certifications like LEED. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course may be useful by providing insight into the energy and carbon accounting aspects of green buildings. Specifically, the course covers building energy intensity sources and ways to manage water usage. While the course does not cover all aspects of green building, it can help you quantify and track the environmental performance of buildings using Salesforce Net Zero Cloud. The course may provide a useful data driven tool.
ESG Analyst
An Environmental, Social, and Governance Analyst evaluates companies based on their environmental, social, and governance practices. This involves collecting and analyzing data, assessing risks and opportunities, and providing investment recommendations. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course may be useful by providing you with a strong foundation in environmental data management and analysis. While the course primarily focuses on the environmental aspect of ESG, the skills learned in tracking emissions, managing carbon footprints, and using CRM analytics dashboards are transferable to assessing other ESG factors. The course can help you better understand how companies are managing their environmental impact, which is a crucial component of ESG analysis. The course does not directly focus on social or governance, so keep that in mind.
Renewable Energy Analyst
A Renewable Energy Analyst evaluates the feasibility and impact of renewable energy projects. This includes analyzing energy production data, assessing environmental benefits, and providing recommendations for renewable energy investments. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course may be useful by offering a framework for understanding energy use and emissions, which is valuable in assessing the impact of renewable energy projects. While the course does not directly focus on renewable energy technologies, it provides the data management and analysis skills needed to track the environmental performance of renewable energy initiatives. The specific modules on stationary and vehicle assets, building energy intensity, and Scope 1, 2, and 3 emissions provide relevant insights. The course may provide value to those interested in this career path.
Corporate Social Responsibility Manager
A Corporate Social Responsibility Manager develops and implements CSR programs that align with an organization's values and contribute to societal good. This includes setting CSR goals, managing community engagement, and reporting on social and environmental impact. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course may be useful by providing a tool to track and manage environmental aspects of CSR. While CSR encompasses a broader range of social and governance issues, the course's focus on carbon accounting, emissions tracking, and sustainability targets directly supports the environmental component of CSR. You can leverage the knowledge and skills gained to effectively manage and report on your organization's environmental performance. This course provides a practical tool for those in the field.
Environmental Education Coordinator
An Environmental Education Coordinator develops and delivers educational programs about environmental issues and sustainability. This includes creating curriculum, conducting workshops, and engaging communities in environmental stewardship. The "Salesforce Net Zero Cloud: Master Sustainable CRM Practices" course does not directly prepare you for this role, but it can provide a toolset for tracking and communicating an organization's environmental impact. While the course focuses on technical aspects of sustainability, the knowledge gained can be valuable in educating others about carbon accounting, emissions reduction, and sustainability targets. This is useful for teaching others how they can affect change.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Master Salesforce Net Zero Cloud January.
This handbook provides a comprehensive overview of carbon management strategies and technologies. It useful reference for understanding the technical aspects of carbon reduction and offsetting. It adds more depth to the course by providing detailed information on various carbon reduction strategies. is commonly used by industry professionals.
Provides a broad overview of sustainability principles, covering environmental, social, and economic aspects. It's helpful for understanding the larger context of Net Zero Cloud and how it fits into broader sustainability initiatives. While not specific to Salesforce, it provides valuable background knowledge for understanding the 'why' behind the software's features. It is more valuable as additional reading than as a current reference.

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