# OEM and Vehicle Manufacturer Document Automation for Salesforce | CloudFiles

> Document automation for OEMs in Salesforce: warranty claim folders, dealer portal uploads, dealer onboarding packets and dealer agreements sent for e-signature.

*Dealer network documents in Salesforce*

## CloudFiles for *OEMs and vehicle manufacturers*

Dealer files still arrive by email, so OEM teams lose time finding them. CloudFiles puts every dealer document on its Salesforce record, from the first upload to the signed agreement.

[Talk to a document expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-automotive-oems-and-vehicle-manufacturers-hero)

*Trusted by Salesforce teams across industries*
Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight

*Dealer documents, before and after*

## Dealer paperwork that keeps *claims* and agreements moving

OEM teams run the dealer network in Salesforce, but dealer documents still arrive as email attachments. CloudFiles keeps them on the dealer and claim records instead.

### The manual way

- Field managers prepare dealer visits from Salesforce, but agreements and visit photos sit in personal drives. Every visit starts with a search.
- When a claim is missing an invoice, warranty staff email the dealer for it. The reply lands in someone's inbox, and the claim sits waiting.
- Bulletins and training documents go to hundreds of dealers as email attachments. Nobody knows who opened them, and a former dealer keeps every file.
- Dealer agreements are built by copying Salesforce data into Word. Signatures are chased one party at a time, and the signed copy lands in an inbox.

### The CloudFiles way

- CloudFiles gives every dealer one folder on its Salesforce account. Field managers open past visit files there and add new photos from their phone.
- CloudFiles sends the dealer a link that asks only for the missing files. The upload lands on the claim, and a flow can notify the claim owner.
- CloudFiles shares bulletins through each dealer's portal folder or a secure link. The person who created a link is told when it is opened, and access is removed when a dealer leaves.
- CloudFiles builds each dealer agreement from the dealer account with your own template. Signers sign in order, and the account is marked signed.

*OEM use cases in Salesforce*

## Dealer network documents, from *portal* upload to signature

Six jobs OEM teams automate on the dealer and claim records that they already use.

- **Warranty claim folder automation** — Every warranty claim gets its own folder inside its dealer's folder, so repair orders, photos and invoices stay together.
  - The folder is created the moment a claim is saved, with the same subfolders every time
  - A warranty manager sees a dealer's full claim history in one place
  - Repair orders and photos open on the claim record, without leaving Salesforce
- **Dealer account document management** — Every dealer's agreements, licenses and visit files live in one folder on the dealer account.
  - New dealers get the same folder structure automatically, across the whole network
  - Field managers add visit photos from their phone, straight into the dealer's folder
  - When a dealer joins a new owner group, its folder moves with it
- **Dealer portal document upload** — With the Experience Cloud add-on, dealers upload repair orders and photos from the dealer portal, straight into the right claim folder.
  - Each dealership sees only the folders shared with it
  - Every upload is saved to the claim's folder in your own storage
  - When a dealer leaves the network, its access to those folders is removed
- **Dealer onboarding packet processing** — A prospective dealer's scanned packet is split into separate documents and filed on the dealer account.
  - One scanned PDF is split into separate documents, such as the license and insurance certificate
  - Each document is named for what it is, filed in its own subfolder and checked by staff
  - The applicant gets an upload link for anything missing from your required list
- **Proof of sale document checks** — When a dealer sends a delivery report for a rebate, CloudFiles checks that it is the right type of document.
  - CloudFiles reads each upload as it arrives
  - Each upload is marked as passed or failed, with a reason
  - The dealer gets a fresh link for any upload that fails
- **Dealer agreement generation and e-signature** — Dealer agreements are built from the dealer account and sent for e-signature in signing order.
  - Your own Word template is filled with the dealer's name, addresses and principals
  - The dealer principal signs first, then your own signer
  - The dealer account is marked signed when everyone has signed

*Document types*

## Key documents we handle for *OEMs and vehicle manufacturers*

The files that move between a manufacturer and its dealers every month. Every other dealer document is handled the same way.

- **Repair orders** — The dealer's record of what failed and how it was fixed. The dealer uploads it, and it stays in the claim's folder.
- **Warranty photos** — Photos of the failed part and the vehicle, sent from the portal or a phone and filed with their warranty claim.
- **Retail delivery reports** — Proof that a vehicle was sold and delivered. Each one arrives through an upload link and is checked for document type.
- **Dealer application documents** — The license, insurance certificate and financial statements from a new dealer, split from one packet into separate documents on the dealer account.
- **Dealer sales and service agreements** — The contract appointing each dealer. It is generated from the dealer account and marked signed once every party signs.
- **Program letters and bulletins** — Incentive terms, service bulletins and training documents, shared through each dealer's own portal folder.

*Security & compliance*

## Stay industry compliant

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK and AU. Your files stay in your own storage. CloudFiles never re-hosts them, and they are not used to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

## Frequently asked questions

**Q: Does CloudFiles work with Salesforce Automotive Cloud for OEMs?**
Yes. CloudFiles installs from AppExchange and works on any Salesforce object, standard or custom, through Salesforce Flow. Your existing objects stay as they are.

**Q: Can an OEM keep warranty claim documents in SharePoint and open them from Salesforce?**
Yes. CloudFiles connects Salesforce to SharePoint, Google Drive, Azure Blob, Amazon S3 and other storage. Claim documents stay in your own storage and open from the claim record. On SharePoint and Google Drive, people who sign in with their own account see only the folders that they can already open.

**Q: How do I attach repair orders and photos to a warranty claim in Salesforce?**
CloudFiles gives every warranty claim its own folder. Dealers fill it from the dealer portal or an upload link, and photos can come straight from a phone. Warranty staff review every file on the claim record.

**Q: Can dealers upload documents to Salesforce without a portal login?**
Yes. CloudFiles sends the dealer a secure upload link for the documents still missing from a claim or application. The dealer uploads from any browser, with no Salesforce or portal login. Each file lands in the right folder on the record, and you can switch on email verification, so the sender's address is recorded.

**Q: Can CloudFiles check a dealer's proof of sale before a rebate claim is reviewed?**
Yes. CloudFiles checks each proof-of-sale document as soon as a dealer uploads it. It confirms the document is a delivery report or bill of sale. Each upload is marked as passed or failed, and failed uploads go back to the dealer with a reason.

**Q: Can CloudFiles sort a dealer's onboarding packet automatically?**
Yes. CloudFiles splits a prospective dealer's scanned packet into separate documents for staff to check, names each one and files it on the dealer account. The documents are compared with your required list, and the applicant is asked for anything missing.

**Q: Can Salesforce generate dealer agreements and send them for e-signature?**
Yes. CloudFiles generates dealer agreements from the dealer account, using your own Word or PDF template. Each agreement goes out for e-signature with signers in order, and the dealer account is marked signed when signing completes.

**Q: How do I send a program letter to every dealer from Salesforce?**
CloudFiles generates one letter per dealer in a single run, each filled with that dealer's own terms. Every letter is saved to its dealer's folder, ready to share on the portal or by secure link. Admins schedule the run with the generate document (batch) flow action.

**Q: Can an OEM see when a dealer opens a shared document?**
Yes. CloudFiles tells the person who created a link when a dealer opens it, on the first view or on every view, as your admin sets it. Links can be limited to the dealer's email domain, protected with a password and set to block downloads.

## Bring one *warranty claim* to a demo

Bring a dealer's repair order and photos with names removed. We will show them landing on a warranty claim in Salesforce, ready for review.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-automotive-oems-and-vehicle-manufacturers-footer)