CloudFiles for power and gas utilities
Utility teams run connections, rebate programs and commercial agreements in Salesforce. The site plans, invoices and contracts behind them still sit in inboxes. CloudFiles files, collects and generates them, so connections move on time.
From a connection request in an inbox to an energized site
Accounts, quotes and work orders live in Salesforce. The plans and agreements behind them still travel by email. CloudFiles organizes, shares, reads and generates those documents on the record itself.
The manual way
- Key account managers keep each commercial customer's quotes, framework agreements and supply contracts in personal drives and email threads. When an agreement is renewed or ended, nobody finds the signed version, and renewal terms are rebuilt from memory.
- Connection coordinators chase developers and electrical contractors by email for the site plans, load schedules and signed forms each new connection case needs. Files arrive in pieces across threads, and the work order waits until someone finds the gaps.
- Program administrators open each rebate application's combined PDF of invoices, equipment spec sheets and tax forms, then split and rename every page by hand. Approvals stall at intake, and the contractors who installed the equipment wait to be paid.
- Customer service agents open long commercial supply agreements from the account to answer one question about notice periods or pricing terms. Each case sits open while agents scroll, and two agents can give the same customer two different answers.
- Contract administrators rebuild each connection offer from an old Word file, copying charges and terms from the quote by hand. A wrong figure reaches the customer, the offer is reissued, and the connection date moves while a corrected copy is made.
The CloudFiles way
- CloudFiles keeps every commercial customer's paperwork in one folder tree, opened from the account. Each quote and agreement record gets its own folder in the utility's storage. A flow archives it when a deal is lost or an agreement ends.
- CloudFiles collects every document a new connection needs through one secure upload request from the case. The developer uploads with no Salesforce login, each plan lands in the case's folder as it arrives, and coordinators see what is still outstanding.
- CloudFiles turns each rebate packet into a sorted set before a program administrator opens it. The combined PDF is split into separate documents. Each invoice, spec sheet and tax form is then named and filed in the application's folder by its type.
- CloudFiles gives service agents the answer to a question about any supply agreement, right from the account. The agent asks in plain language, the answer comes from the signed document, and the case closes with one consistent reply.
- CloudFiles generates every connection offer from the quote record, with its charges and standard terms filled in on the utility's own template. The offer goes out in one e-signature request, and the signed copy returns to the quote's folder.
Every connection document, ready from request to energization
Each job runs in Salesforce Flow on records utility teams already use, such as quotes, cases and work orders. CloudFiles does the document work.
Utility account and agreement folder automation
CloudFiles creates a structured folder for every account, quote and agreement record in Salesforce. Each folder sits under its customer and moves to an archive when a deal is lost or an agreement ends.
- Quotes and agreement records get a folder from the create folder flow action, with the same sub-folders each time
- Every quote and agreement folder sits inside its account's folder, so key account managers see a customer's whole history
- A lost opportunity or ended agreement sends its folder to an archive through the move resource flow action
Connection project folder setup
CloudFiles sets up each new connection project in Salesforce with the folder structure and starter files the utility already uses, copied from a template folder, so every project starts organized the same way.
- The copy resources flow action clones the template folder, starter forms included, when a project record is created
- Engineers, coordinators and field teams find each drawing in the same place on every connection project
- Each project folder opens from its Salesforce record, with no folder links pasted onto the page by hand
New connection document collection
CloudFiles collects site plans, load schedules and signed forms from developers and electrical contractors through secure upload requests sent from the Salesforce case, and files each one on arrival.
- The create file request flow action sends one request from the case, listing every required document
- Developers upload from a link with no Salesforce login, and every file lands in the case's own folder
- Coordinators see on the case which plans and forms have arrived before the work order is scheduled
Rebate application packet splitting
CloudFiles splits each energy efficiency rebate packet in Salesforce into its separate documents, then classifies, names and files every invoice, spec sheet and tax form in the application's folder.
- The split document using AI flow action breaks a combined application PDF into its separate documents
- Each document is classified by type and renamed, so administrators know what every file is at a glance
- A complete, sorted set waits in the application's folder before a program administrator starts the review
Commercial contract questions answered in Salesforce
CloudFiles answers plain-language questions about any commercial supply agreement from the account in Salesforce, with each answer drawn from the signed document, so service agents reply straight from the signed terms.
- The process document using AI flow action prepares each signed agreement once it is filed on the account
- Agents ask about notice periods, pricing terms or renewal dates and get the answer on the case they are working
- Every answer comes from the agreement itself, so customers hear the same reply from any agent
Connection offer generation and e-signature
CloudFiles generates connection offers from the Salesforce quote on the utility's Word or PDF template, sends each for e-signature and files the signed copy on the quote.
- Charges, site details and standard terms fill the offer from the quote and its line items, with nothing retyped
- The generate document flow action produces the offer as soon as the quote is approved in Salesforce
- Signed offers return to the quote's folder, where the team raising the work order finds them
Key documents we handle for power and gas utilities
These six come up on nearly every record. CloudFiles handles every other document a power or gas utility keeps in Salesforce as well.
Site plans and load schedules
Developer and contractor plans for each new connection, collected on the case and filed in its folder as they arrive.
Rebate applications and invoices
Contractor invoices, equipment spec sheets and tax forms behind each rebate claim, sorted into the application's folder.
Completion certificates
Electricians' sign-off that an installation is ready to connect, kept with the work order it unlocks.
Commercial supply agreements
Signed terms for each business customer, stored under the account and answerable in plain language from Salesforce.
Connection offers
Charges and conditions for each new connection, produced from the quote and returned signed to Salesforce.
Framework agreements
Multi-year terms with large customers, filed in their own folder and archived by a flow once they end.
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.
Frequently asked questions
CloudFiles creates a folder for every utility account, opportunity, quote and agreement in Salesforce as soon as the record is saved, nested under the customer's account folder. Key account managers open it from the record page. Admins set this up with the create folder flow action in a record-triggered flow.
Yes. CloudFiles connects Salesforce to the storage the utility already uses, whether that is SharePoint, Google Drive, Azure Blob, Amazon S3 or another provider. Each account, case and work order folder opens from its Salesforce record, and engineers keep working in the same libraries they use every day.
CloudFiles sends each developer or contractor a secure upload request from the connection case, listing the plans and forms the case needs. No step requires a Salesforce login, and each file is saved to the case's folder on arrival, so coordinators schedule the work order from a complete set.
Yes, with CloudFiles. A rebate packet attached to the application is split into its separate documents. Each invoice, spec sheet and tax form is then named and filed in the application's folder. Program administrators start each review from a sorted set instead of one long scan.
CloudFiles lets a service agent ask a plain-language question about a signed supply agreement from the account in Salesforce and returns the answer from the document. Agents get notice periods, pricing terms and renewal dates straight from the signed contract, right on the case. Admins prepare each agreement with the process document using AI flow action.
CloudFiles produces each connection offer from the Salesforce quote on your own Word or PDF template, with charges and standard terms filled in. Signers receive one e-signature request in the order set on the template, and the completed PDF returns to the quote's folder.
Yes. CloudFiles generates a renewal letter for every account on a Salesforce list view in one background run, each filled with that customer's own terms and dates. Every letter is saved to its account's folder before it goes out, so the team sees what went to whom. Admins run it with the generate document (batch) flow action.
Yes. CloudFiles installs from AppExchange as a managed package and runs alongside Energy & Utilities Cloud. It works on service points and program applications as readily as on quotes, cases and custom objects. Utility teams add document steps to the flows and record pages they already use.
Book your personalized demo
Bring a connection request, a rebate packet and a supply agreement. Watch CloudFiles file, sort and generate them on your own Salesforce records.