Architectural Overview

The DisclosureType metadata type categorizes top-level environmental, social, and governance (ESG) reporting frameworks in Salesforce Net Zero Cloud. Global organizations must report against multiple distinct regulatory regimes simultaneously—such as the Global Reporting Initiative (GRI), Task Force on Climate-related Financial Disclosures (TCFD), Carbon Disclosure Project (CDP), and the European Corporate Sustainability Reporting Directive (CSRD).

DisclosureType acts as the root taxonomy entity. It groups lower-level DisclosureDefinition and DisclosureDefinitionVersion components into standard statutory families, allowing sustainability officers and compliance auditors to navigate disclosures by regulatory body and legal jurisdiction.

DisclosureType: CSRD Standard DisclosureDefinition: EU Subsidiary Report DisclosureDefinition: Global Supply Chain Report Annual Reporting Version Audited Compliance Submission

SFDX Directory and File Suffix

Property Value
Metadata Type Name DisclosureType
SFDX Directory Path force-app/main/default/disclosureTypes/
File Suffix .disclosureType-meta.xml
API Version 68.0 (Winter ’27)

Key Metadata Fields

Field Type Required Description & Architectural Considerations
name string Yes Unique API name identifying the disclosure type.
masterLabel string Yes Display name of the standard shown in reporting dashboards.
description string No Description of the statutory reporting requirements and jurisdictions.
category string No Higher-level reporting category (Environmental, Social, Governance, Holistic).
complianceStandard string No Official standard reference code (e.g., GRI-Universal, CSRD-ESRS-E1).

Note

DisclosureType serves as the foundational parent in the Net Zero Cloud metadata hierarchy and should always be deployed prior to dependent disclosure definitions.

Declarative XML and Package.xml Examples

DisclosureType Metadata File

force-app/main/default/disclosureTypes/CSRD_Standard.disclosureType-meta.xml
<?xml version="1.0" encoding="UTF-8"?>
<DisclosureType xmlns="http://soap.sforce.com/2006/04/metadata">
    <category>Environmental</category>
    <complianceStandard>CSRD-ESRS-E1</complianceStandard>
    <description>European Union Corporate Sustainability Reporting Directive standards.</description>
    <masterLabel>CSRD Standard</masterLabel>
    <name>CSRD_Standard</name>
</DisclosureType>

package.xml Manifest

manifest/package.xml
<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>CSRD_Standard</members>
        <name>DisclosureType</name>
    </types>
    <version>68.0</version>
</Package>

SFDX CLI Retrieval and Deployment Commands

Retrieve and deploy disclosure types across sandboxes:

Terminal
# Retrieve all DisclosureType metadata components
sf project retrieve start --metadata "DisclosureType" --target-org netzero-dev

# Deploy DisclosureType to staging org
sf project deploy start --metadata "DisclosureType:CSRD_Standard" --target-org netzero-uat

# Query all registered disclosure types via SOQL
sf data query --query "SELECT Id, Name, MasterLabel, Category FROM DisclosureType" --target-org netzero-uat

Senior Architect Best Practices and Gotchas

Warning

Deployment Ordering Dependencies: If you deploy a DisclosureDefinition that references a new DisclosureType, both metadata components must be included in the same deployment manifest. Deploying the definition alone triggers a reference unresolved error.

Tip

Map to Official Regulatory Codes: Use the complianceStandard field to record official standard codes (such as ISO 14064 or ESRS E1) to facilitate automated tagging in third-party ESG accounting integrations and external audit tools.

  • Standardize Taxonomy Across Business Units: Establish an enterprise taxonomy for disclosure types to prevent duplicate standard entries across distinct geographic divisions or subsidiaries.
  • Support Multi-Standard Harmonization: Build unified question mappings across disclosure types to allow a single emissions data point to satisfy both CDP and CSRD disclosure definitions.

Frequently asked questions

What does a DisclosureType represent in Net Zero Cloud?

It represents an overarching sustainability standard or statutory regulatory framework such as CSRD, GRI Standards, CDP, or SEC Climate Disclosures.

Where are DisclosureType files stored in an SFDX project?

They are stored in force-app/main/default/disclosureTypes with the file suffix .disclosureType-meta.xml.

Can multiple DisclosureDefinitions link to a single DisclosureType?

Yes. Multiple disclosure definitions covering distinct business units or operational scopes can reference the same governing DisclosureType.

Comments

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