Salesforce Net Zero Cloud Emissions Reporting Training Course

Course overview

Organisations are under pressure to produce auditable greenhouse-gas inventories, explain emissions changes to executives, and respond to investor, customer and regulatory requests without relying on disconnected spreadsheets. Salesforce Net Zero Cloud provides a structured environment for collecting activity data, applying emissions factors, calculating Scope 1, 2 and 3 emissions, and preparing disclosure-ready outputs. This course addresses the practical challenge of configuring and operating that environment so that reported figures can be traced to source data, approved calculation methods and accountable data owners.

Participants learn to translate a corporate GHG reporting requirement into a Salesforce Net Zero Cloud operating model. They configure emissions sources and activity records, manage emissions factors, apply market- and location-based Scope 2 methods, organise Scope 3 categories, set data-quality controls, and use dashboards to investigate variances. The course also covers GHG Protocol alignment, evidence retention, reporting-period management, supplier data collection and the design of governance workflows for review and approval.

Delivery combines instructor-led demonstrations with guided configuration exercises in a Salesforce Net Zero Cloud training environment. Working through a realistic multi-site company case, participants build an emissions-reporting workflow from source-data intake to executive dashboard and disclosure extract. Each participant leaves with a documented Net Zero Cloud reporting blueprint: data-source map, emissions-source design, calculation-control checklist, dashboard specification and 90-day implementation plan that can be adapted for their organisation.

The course is designed for sustainability, ESG, EHS, finance and Salesforce professionals who already work with organisational data and need to make emissions reporting more controlled, repeatable and decision-useful.

Course objectives

By the end of this course, participants will be able to:

• Configure Salesforce Net Zero Cloud emissions sources, activity records and reporting periods for a corporate GHG inventory
• Map operational data from utilities, fuel, travel, waste and procurement systems to Scope 1, 2 and 3 reporting categories
• Apply GHG Protocol organisational and operational boundary methods to a Net Zero Cloud reporting design
• Manage emissions factors, units of measure, conversion logic and calculation assumptions within controlled data workflows
• Calculate and reconcile location-based and market-based Scope 2 emissions using documented evidence and factor selection rules
• Design data-quality checks, owner assignments, approval steps and audit-trail requirements for emissions submissions
• Build Salesforce Net Zero Cloud dashboards and variance analyses for executive, facility and category-level emissions decisions
• Produce an implementation blueprint containing a data map, control matrix, reporting calendar and disclosure-output plan

Benefits of attending

Target competencies

Who should attend

• Sustainability Managers — who own corporate emissions inventories and need a controlled reporting platform
• ESG Reporting Managers — who prepare climate disclosures and require traceable source data and calculations
• EHS Managers — who coordinate environmental data from sites, utilities and operational teams
• Salesforce Administrators — who configure data structures, permissions and workflows for sustainability reporting
• Finance and Internal Audit Professionals — who need assurance-ready controls over non-financial reporting data
• Procurement and Supply Chain Managers — who collect supplier emissions data and manage Scope 3 reporting inputs

Requirements and prerequisites

Participants should understand the basic purpose of Scope 1, Scope 2 and Scope 3 emissions reporting and have experience working with operational, finance, utility, travel or supplier data. Familiarity with Salesforce navigation, records, reports and dashboards is strongly recommended; Salesforce administrators should be comfortable with fields, objects, permissions and basic automation concepts. Participants should also be able to use spreadsheets to inspect source data and perform simple unit checks. Prior Net Zero Cloud configuration experience is not required, and neither coding, API development nor formal carbon-accounting certification is assumed.

Training methodology

The instructor uses a realistic multi-site manufacturer case to demonstrate each Net Zero Cloud workflow before participants configure it themselves. Short technical briefings on GHG Protocol are followed by guided exercises using utility, fuel, travel, waste and supplier datasets. Teams diagnose data-quality issues, select factor and boundary treatments, and defend dashboard choices in review discussions. Daily outputs are added to an implementation workbook. On day five, participants assemble their reporting blueprint and receive instructor feedback on controls, ownership and practical deployment priorities.

Course outline

Day 1: Net Zero Cloud reporting architecture and GHG inventory design

• Salesforce Net Zero Cloud data model and emissions-management workflow
• GHG Protocol organisational boundary methods: equity share and control approaches
• Operational boundary classification for Scope 1, Scope 2 and Scope 3
• Reporting-year selection, base-year design and inventory consolidation rules
• Emissions sources, activity records and source-data relationships
• Units of measure, data granularity and reporting-period alignment
• Roles, permissions and accountability for sustainability data stewardship

Workshop: Participants map a multi-site company's emissions sources, data owners and reporting boundaries into a Net Zero Cloud reporting architecture.

Day 2: Activity data collection, emissions factors and calculation controls

• Configuring emissions activity data for stationary combustion and mobile sources
• Utility consumption intake for electricity, heating, cooling and steam
• Emissions-factor libraries, source hierarchy and factor version control
• Unit conversion, quantity validation and calculation-assumption documentation
• Bulk data import preparation and source-file field mapping
• Data-quality rules for missing values, duplicate records and implausible consumption
• Evidence attachments and audit-trail design for activity-data submissions

Workshop: Participants configure activity-data templates and a factor-selection checklist, then load and validate a month of site utility and fuel data.

Day 3: Scope 1 and Scope 2 calculation, reconciliation and analysis

• Scope 1 calculation logic for fuels, refrigerants and fleet activity
• Location-based Scope 2 calculation and grid emissions-factor selection
• Market-based Scope 2 accounting and contractual instrument evidence
• Residual mix treatment and dual-reporting requirements
• Reconciliation of calculated emissions to utility bills and operational totals
• Base-year recalculation triggers and structural-change documentation
• Variance analysis for consumption, emissions intensity and factor-driven movement

Workshop: Participants calculate and reconcile Scope 1 and dual Scope 2 results for two facilities, producing a variance narrative for management review.

Day 4: Scope 3, supplier data and disclosure-ready reporting

• Scope 3 category screening and materiality prioritisation
• Spend-based, activity-based and supplier-specific calculation approaches
• Supplier emissions-data requests and evidence-quality criteria
• Procurement-data mapping for purchased goods and services reporting
• Business travel, employee commuting, waste and logistics data workflows
• GHG Protocol data-quality indicators and uncertainty documentation
• Disclosure output design for CDP and internal ESG reporting packs

Workshop: Participants create a Scope 3 data-collection plan and category calculation approach for a procurement-led supplier emissions case.

Day 5: Dashboards, governance and implementation planning

• Building Net Zero Cloud dashboards for emissions totals, intensity and data completeness
• Executive scorecards and facility-level emissions hotspot analysis
• Reporting calendars, close procedures and late-data management
• Approval workflows for data owners, sustainability reviewers and finance assurance teams
• Control matrices for source data, factors, calculations and disclosure outputs
• Issue logs, correction workflows and restatement decision rules
• Ninety-day implementation roadmap and Salesforce configuration backlog prioritisation

Workshop: Participants present a completed Net Zero Cloud reporting blueprint, including dashboard specification, controls matrix and 90-day deployment plan.

Tools & standards covered

Salesforce Net Zero Cloud, GHG Protocol Corporate Standard, GHG Protocol Scope 3 Standard, CDP Climate Change Questionnaire

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions