# CloudFiles for Renewables and Clean Energy Developers | Document Automation for Salesforce

> Document automation for renewables and clean energy developers in Salesforce, covering project and site folders, lease due diligence and permit sharing.

*Renewable energy document automation*

## CloudFiles for *renewables and clean energy developers*

Developers track every project, site and landowner in Salesforce. Their leases, permits and studies hide in folders nobody can find. CloudFiles organizes, shares and generates them on the record, so projects keep moving.

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

*Project documents, before and after*

## From scattered leases to *financeable* site control

Projects, sites and landowners live in Salesforce. The leases, permits and studies behind them sit in folders reached by pasted links. CloudFiles organizes, shares, reads and generates those documents on the record itself.

### The manual way

- Land agents save every landowner's lease option, easement and title papers in shared drives sorted their own way. When a parcel changes hands or an option nears expiry, nobody can find the signed version from the site record, and a deadline passes.
- Project managers work in Salesforce and SharePoint side by side, pasting folder links onto each project record. Links break when folders move, and teams lose time finding the current site layout before every design review.
- Permitting managers email studies, drawings and applications to consultants one attachment at a time from each permit record. Versions multiply across inboxes, and a submittal package goes to the agency with an outdated study inside.
- Transaction managers open every lease and easement on a project to answer a financier's due diligence questions about terms, expiries and assignment rights. Each round of questions means rereading every agreement, and financial close waits on the answers.
- Land coordinators build each landowner's option agreement and payment letter from an old Word file, copying parcel and payment terms by hand. Errors reach the landowner, the agreement is redone, and the signing slips while trust wears thin.

### The CloudFiles way

- CloudFiles files every land agreement under its site, in a folder for its land-rights type, from lease options and easements to purchase options. The signed version opens from the site record, so the land team acts before an option lapses.
- CloudFiles builds each project's folder tree in SharePoint the moment the project record is saved and shows it on the record page. Teams open site layouts and studies from Salesforce, so there are no links to paste and none to repair.
- CloudFiles shares each permit's folder with consultants through a secure link that can require a password or email verification. Consultants return revisions through an upload request into the same folder, so every submittal is built from current files.
- CloudFiles groups a project's leases and easements into one dataset and answers due diligence questions across them from the project record. Transaction managers reply to financiers from the answers, not from a stack of PDFs, and close stays on track.
- CloudFiles drafts each landowner's option agreement with parcel details and payment terms taken from the site and account records. Landowners sign electronically, and the signed copy is filed in the right land-rights folder on the site.

*Renewable energy use cases in Salesforce*

## Every project document, *organized* from site control to permit

Each job runs in Salesforce Flow on the projects, sites and permits developers already track. CloudFiles does the document work in their own storage.

- **Project and site folder automation** — CloudFiles mirrors a developer's Salesforce projects and sites in the developer's own storage. Each site folder sits under its project, so every land agreement has a set place from the first day of development.
  - Project and site records get their folders from the create folder flow action in a record-triggered flow
  - Each site holds a sub-folder per land-rights type, from lease options and easements to purchase options
  - Project teams open every folder from the record page, with the SharePoint tree built to match it
- **Restricted landowner folders in SharePoint** — CloudFiles keeps sensitive landowner documents, such as tax forms and payment details, in restricted folders under each site. A Salesforce flow grants storage access to the land team.
  - The update permissions flow action grants a restricted folder to the land team's Salesforce group
  - When the team on a project changes, a flow can revoke folder access for people who have left the project
  - Other project staff still open the site's main folder, while tax forms stay out of their view
- **Permit and consultant document sharing** — CloudFiles shares permit folders with environmental consultants and engineers through secure links from the Salesforce permit record, and collects their revised studies back into the same folder.
  - The create link flow action shares a permit's folder with password or email verification required
  - Consultants return revised studies through an upload request into the same folder, with no Salesforce login
  - Permitting managers build each submittal package from the current files in the permit's folder
- **Lease and easement due diligence** — CloudFiles answers financier due diligence questions across every lease and easement on a renewable project in Salesforce. It groups the agreements into one dataset and returns answers on the project record.
  - The create dataset flow action groups a project's signed leases and easements from their site folders
  - Transaction managers ask about terms, expiries or assignment rights and get one answer across them all
  - Answers sit on the project record, ready to go to the financier during each round of diligence
- **Permit packet splitting and filing** — CloudFiles splits permit and interconnection packets received as one PDF into separate documents in Salesforce. It classifies each one and files it in the right sub-folder for its permit.
  - The split document using AI flow action separates a combined packet into its applications, studies and letters
  - Each document is recognized and renamed, so permitting managers see what arrived at a glance
  - Every file lands in its permit's sub-folder, ready to be reused in the next submittal package
- **Land agreement generation and e-signature** — CloudFiles drafts lease option and easement agreements from Salesforce site and landowner data. It gathers each landowner's e-signature and files the signed copy under its site.
  - Parcel numbers, acreage and payment terms fill the agreement from the site and landowner records
  - Land coordinators run the generate document flow action from the site record for each landowner
  - Signed agreements return to the site's land-rights folder, ready for the next financing review

*Document types*

## Key documents we handle for *renewables and clean energy developers*

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

- **Lease and easement agreements** — Signed land rights for each parcel, filed by land-rights type in a folder under the site they secure.
- **Title documents** — Deeds, title reports and curative papers behind each parcel, kept beside the agreements they support.
- **Environmental and technical studies** — Consultant reports for each site, shared out by secure link and returned with revisions to the permit's folder.
- **Permit applications** — Applications and agency letters for every permit, split and filed from combined packets on the permit record.
- **Landowner option agreements** — Option terms and payment schedules for each landowner, produced from Salesforce and returned signed to the site.
- **Landowner tax forms** — Payment paperwork for each landowner, held in a restricted folder the land team opens from Salesforce.

*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 renewable developers create SharePoint folders for every project and site in Salesforce?**
CloudFiles creates a SharePoint folder for every project and site in Salesforce as soon as the record is saved. Each site sits under its project, with a sub-folder per land-rights type. Teams open the folders from the record page. Admins build this with the create folder flow action in a record-triggered flow.

**Q: Can a solar or wind developer keep land documents in SharePoint and see them in Salesforce?**
Yes. CloudFiles connects Salesforce to the storage the developer already uses, whether that is SharePoint, Google Drive, Azure Blob, Amazon S3 or another provider. Each project and site folder opens on its Salesforce record, so land agents and project managers stop working in two windows.

**Q: How do I restrict landowner tax forms to the land team in SharePoint from Salesforce?**
CloudFiles keeps landowner tax forms in a restricted folder under each site and grants storage access to the land team's Salesforce group through a flow. The rest of the project team opens the site's main folder as usual. Admins set this up with the update permissions flow action.

**Q: How do developers share permit studies with consultants securely from Salesforce?**
CloudFiles shares a permit's folder with consultants through a secure link from the Salesforce permit record, set to require a password or email verification. Consultants send revised studies back through an upload request into the same folder, so the next submittal is built from current files.

**Q: Can Salesforce answer due diligence questions across a project's leases?**
Yes, with CloudFiles. A project's signed leases and easements are grouped into one dataset, and transaction managers ask about terms, expiries or assignment rights from the project record in Salesforce. One answer comes back across all of them, ready for the financier during each round of diligence.

**Q: Can CloudFiles split a combined permit packet and file each document in Salesforce?**
Yes. CloudFiles splits a permit or interconnection packet received as one PDF into its separate documents. It recognizes each application, study and agency letter and files it in the permit's folder in Salesforce. Permitting managers see what arrived at a glance.

**Q: How do I generate lease option agreements from Salesforce and send them for e-signature?**
CloudFiles produces each lease option or easement agreement from the Salesforce site and landowner records on your own template, with parcel details and payment terms filled in. Landowners receive one e-signature request, and the signed agreement returns to the site's land-rights folder.

**Q: Does CloudFiles work with custom project and site objects in Salesforce?**
Yes. CloudFiles runs on the custom project, site, permit and land-rights objects renewable developers build, as readily as on accounts and opportunities. It installs from AppExchange as a managed package and adds document steps to the flows and record pages project teams already use.

## Book your *personalized* demo

Bring a site's leases, a permit packet and a landowner agreement. Watch CloudFiles file, share and generate them on your own Salesforce records.

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