# CloudFiles for Downstream Oil and Gas | Document Automation for Salesforce

> Document automation for downstream oil and gas in Salesforce, covering dealer account folders, credit application processing and safety data sheet sharing.

*Downstream oil and gas document automation*

## CloudFiles for *downstream oil and gas*

Downstream sales and credit teams run commercial accounts and branded dealers in Salesforce. Credit files, permits and agreements still arrive by email. CloudFiles files, maps and generates them, so new accounts buy sooner.

[Talk to a document expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-energy-and-utilities-downstream-oil-and-gas-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

*Downstream documents, before and after*

## From a credit file in an inbox to a *first* delivery

Commercial accounts and dealers run in Salesforce. Their credit files, site permits and agreements still travel by email. CloudFiles organizes, shares, reads and generates those documents on the record itself.

### The manual way

- Territory managers keep each branded dealer's supply agreements, site inspections and brand standards forms in their own drives. When a territory changes hands, the dealer's history leaves with the manager, and the renewal starts over from nothing.
- Customer service reps answer every case asking for a safety data sheet or product specification by searching shared drives and attaching the file by hand. Simple requests queue behind real problems, and customers wait days for a standard document.
- Credit analysts key each commercial customer's credit application, bank references and tax exemption certificate into the account by hand. New accounts wait in the credit queue, and the customer's first order goes to a competitor instead.
- Dealer onboarding coordinators receive each new station's permits, insurance certificates and tank test results as one scanned file. Every document is separated and named by hand before the dealer can be approved, so the opening date moves back.
- Contract administrators retype prices and volumes into each fuel supply agreement from the opportunity, then chase signatures by email. Agreements expire unnoticed, and deliveries keep running on terms that nobody has re-signed.

### The CloudFiles way

- CloudFiles keeps every dealer's agreements, inspections and forms in a folder under the dealer's account, opened from Salesforce. A new territory manager picks up each dealer with the full history in place and starts the renewal from the last signed terms.
- CloudFiles publishes current safety data sheets and specifications to each customer on your Experience Cloud site from the account. Customers download what they need themselves, so the case queue stays free for the requests that need a person.
- CloudFiles maps each credit application onto the customer's account and files its references and tax exemption certificate beside it. The run waits for a credit analyst's approval before anything is written, so new accounts are ready for a first order sooner.
- CloudFiles has every new dealer's onboarding scan in order before a coordinator looks at it. The one file becomes separate documents. Permits, insurance certificates and tank test results are then named and filed for the new dealer.
- CloudFiles keeps every dealer and commercial customer on signed terms, drafting each fuel supply agreement from the opportunity and account. One e-signature request goes out, and the signed copy lands in the account's folder for renewal.

*Downstream use cases in Salesforce*

## Every dealer and customer file, *ready* before the first load

Each job runs in Salesforce Flow on the accounts, opportunities and cases downstream teams already use. CloudFiles does the document work.

- **Dealer account folder automation** — Every dealer and commercial account in Salesforce gets a CloudFiles folder with sub-folders for agreements, inspections and permits, so a dealer's paperwork stays with the account when territories change.
  - The create folder flow action runs whenever a new dealer or commercial account is saved in Salesforce
  - Each opportunity's folder sits under its account's, so every past supply deal is in one tree
  - Territory managers open every dealer's agreements and inspections straight from the account record page
- **SharePoint integration for dealer and customer files** — CloudFiles connects Salesforce dealer and customer accounts to the company's SharePoint, copying files attached in Salesforce into each account's folder so sales, credit and operations open the same document.
  - The copy Salesforce files flow action copies each file attached to an account into its SharePoint folder
  - Credit and operations teams keep working in SharePoint while sales opens the same files in Salesforce
  - Each account's folder appears on its Salesforce record page, with no folder links pasted in by hand
- **Safety data sheet sharing on Experience Cloud** — CloudFiles shares current safety data sheets and product specifications from the Salesforce account to each customer's users on your Experience Cloud site. Customers download them whenever they need them.
  - The share with community user flow action gives each customer's portal users the current sheets
  - Customers find every current safety data sheet under their own account on the Experience Cloud site
  - Service reps keep the case queue for real problems rather than requests for standard documents
- **Commercial credit application processing** — CloudFiles processes commercial credit applications in Salesforce, mapping each application onto the customer's account and filing references and tax exemption certificates beside it, with an approval step first.
  - The document mapper flow action takes each credit application uploaded to the customer's account
  - The account receives the applicant's details, bank references and requested credit straight from the form
  - Credit analysts approve the run before the account record changes, then set the customer's credit limit
- **Dealer onboarding packet splitting** — CloudFiles prepares new dealer onboarding in Salesforce. It breaks each station's scanned packet apart and labels the permits, insurance certificates and tank test results before filing them for the dealer.
  - The split document using AI flow action separates a dealer's scanned packet into its documents
  - Each permit, insurance certificate and tank test result is identified and renamed for what it is
  - Onboarding coordinators approve each new dealer from a sorted folder on the dealer's account record
- **Fuel supply agreement generation and e-signature** — CloudFiles turns each Salesforce supply opportunity into a fuel supply agreement for commercial and dealer accounts. It routes the agreement for e-signature and returns the signed copy to the customer's account folder.
  - Products, prices, volumes and delivery sites fill the agreement from the opportunity and its line items
  - Contract administrators pick the template, and the generate document flow action builds each agreement
  - Signed agreements land in the account's folder, where the territory manager starts the next renewal

*Document types*

## Key documents we handle for *downstream oil and gas*

These six come up on nearly every record. CloudFiles handles every other document a downstream company keeps in Salesforce as well.

- **Credit applications** — Commercial credit requests with bank references, mapped onto the account and approved by a credit analyst.
- **Tax exemption certificates** — Exemption paperwork for each commercial fuel customer, filed with its credit application on the account.
- **Safety data sheets** — Current hazard and handling sheets for each product, shared with customers on your Experience Cloud site.
- **Site permits and tank test results** — Permits, insurance and tank tests for each dealer station, split from onboarding scans and filed by type.
- **Fuel supply agreements** — Prices, volumes and delivery terms, produced from the opportunity and returned signed to the account.
- **Site inspection reports** — Brand and safety inspections for each dealer site, kept under the dealer's account for every renewal.

*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: How do fuel distributors organize dealer documents by account in Salesforce?**
CloudFiles gives every dealer and commercial account in Salesforce its own folder, with sub-folders for agreements, inspections and permits, created when the account is saved. Territory managers open the dealer's paperwork from the record. Admins set it up with the create folder flow action in a record-triggered flow.

**Q: Can a downstream company keep customer files in SharePoint and open them from Salesforce?**
Yes. CloudFiles connects Salesforce to the storage the company already uses, whether that is SharePoint, Google Drive, Azure Blob, Amazon S3 or another provider. Each account's folder opens from its Salesforce record, and files attached in Salesforce are copied into it.

**Q: How do I share safety data sheets with customers through an Experience Cloud portal?**
CloudFiles shares current safety data sheets and product specifications with each customer's portal users from the account in Salesforce. Customers find them under their own account on your Experience Cloud site and download what they need without opening a case.

**Q: Can Salesforce read a commercial fuel credit application and update the account?**
Yes, with CloudFiles. Each uploaded credit application is mapped onto the customer's account in Salesforce, with the applicant's details and bank references filled in. The run waits for a credit analyst to approve it before anything is written, so new accounts are ready to order sooner.

**Q: Can CloudFiles split a dealer's onboarding packet into separate documents?**
Yes. CloudFiles splits a new dealer's scanned onboarding packet into its separate documents in Salesforce. It recognizes each permit, insurance certificate and tank test result and files it in the dealer's folder. Coordinators approve the dealer from a sorted set.

**Q: How do I generate a fuel supply agreement from a Salesforce opportunity?**
CloudFiles produces each fuel supply agreement from the Salesforce opportunity and account on your own Word or PDF template, with products, prices, volumes and delivery sites filled in. The customer receives one e-signature request, and the signed agreement returns to the account's folder. Admins choose the template in the generate document flow action.

**Q: Can a fuel marketer send renewal agreements to every expiring dealer at once?**
Yes. CloudFiles generates a renewal agreement for every dealer on a Salesforce list view in one background run, each filled with that dealer's current terms. Every agreement is saved to its dealer's folder before it goes out, so territory managers see what each dealer received.

**Q: Does CloudFiles work with Sales Cloud and Service Cloud for downstream oil and gas?**
Yes. CloudFiles installs from AppExchange as a managed package. It runs on the accounts, opportunities, cases and custom objects downstream teams already use in Sales Cloud and Service Cloud. CloudFiles adds document steps to the flows and record pages the team already runs. Existing objects, fields and records stay exactly as they are.

## Book your *personalized* demo

Bring a credit application, a dealer's onboarding scan and a supply agreement. Watch CloudFiles map, sort and generate them in your Salesforce org.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-energy-and-utilities-downstream-oil-and-gas-footer)