CloudFiles for retail energy providers
Retail energy teams price and switch business customers in Salesforce. Bills, authorization letters and contracts still arrive by email. CloudFiles collects, maps and generates them on the record, so every customer switches on time.
From a broker email to a signed supply agreement
Accounts and multi-site quotes live in Salesforce. The bills and authorizations behind every price still arrive by email. CloudFiles organizes, shares, reads and generates those documents on the record itself.
The manual way
- Commercial sales reps keep each business customer's letters of authorization, usage history and signed contracts in their own inboxes. When a site is added or the account changes hands, the next rep cannot find what was signed, and renewals start blind.
- Broker channel managers receive letters of authorization, utility bills and signed contracts from every broker by email, then attach them to each opportunity by hand. Deals sit unpriced until someone finds the right bill in the right thread.
- Enrollment specialists key each site's utility account number, service address and rate class from the customer's latest bill into Salesforce by hand. One typo rejects the enrollment, and the customer's switch date slips to the next cycle.
- Credit analysts open each commercial customer's credit application and financial statements from the opportunity to answer the same review questions. Large deals wait in the credit queue, and the quoted price expires before credit is approved.
- Contract administrators copy each multi-site quote's prices, sites and terms into a supply agreement template by hand. A missed site or wrong rate reaches the signed contract, and billing corrections follow the customer for the life of the term.
The CloudFiles way
- CloudFiles gives every business account one folder in the provider's storage, with a sub-folder for each opportunity and contract, opened from the record. Any rep picks up a renewal with the signed agreement and authorization already in front of them.
- CloudFiles gives each broker a secure upload request from the opportunity, listing the authorization and bills the deal needs. Uploads land in the opportunity's folder with no Salesforce login, so pricing starts the moment the set is complete.
- CloudFiles maps each uploaded utility bill onto the site it belongs to, filling the utility account number, service address and rate class. The run waits for an enrollment specialist's approval before anything is written, so enrollments go in clean.
- CloudFiles answers a credit analyst's standard questions across a customer's credit application and financial statements, grouped into one dataset on the opportunity. Credit reviews start from the answers, so the price is still valid at approval.
- CloudFiles puts every site and its quoted price into the supply agreement, read from the quote's line items. Customers sign in one e-signature request, and the signed agreement is saved in the opportunity's folder for the billing team.
Every supply deal, documented from bill to signature
Each job runs in Salesforce Flow on the accounts, opportunities and quotes retail energy teams already use. CloudFiles does the document work.
Commercial account and contract folders
CloudFiles organizes each business customer's paperwork in an account folder in Salesforce, with a sub-folder per opportunity and contract, so authorizations, bills and signed agreements stay with that customer.
- New business accounts and opportunities each receive a folder from the create folder flow action
- Each opportunity's folder sits inside its account's, so a new rep sees every past deal with that customer
- Signed agreements and authorizations open from the account record page without an inbox search
SharePoint integration for retail energy contracts
CloudFiles connects Salesforce accounts to the provider's SharePoint and tags each contract uploaded from Salesforce with its account number and end date, so the contracts team finds it there.
- Contracts teams keep working in SharePoint, and each account's folder opens from its Salesforce record
- The set resource property flow action writes the account number and contract end date as SharePoint columns
- Sales and operations open one current agreement from either side, with no copy sent by email
Broker document collection
Brokers send letters of authorization, utility bills and signed paperwork through CloudFiles upload requests raised on the Salesforce opportunity. Each document is filed in the deal's folder.
- The create file request flow action sends each broker one request listing every document the deal needs
- Brokers need no Salesforce login, and each bill or authorization is saved straight into the deal's folder
- Channel managers see on the opportunity whether the bills and letter of authorization have arrived yet
Utility bill processing for enrollment
CloudFiles processes customer utility bills in Salesforce for enrollment. It maps each bill's utility account number, service address and rate class onto its site record, with an approval step before anything is written.
- Uploading a bill to the opportunity starts a flow that sends it through the document mapper flow action
- Each site record receives its account number, service address and rate class straight from the bill
- Enrollment specialists approve the run before the site record changes, so a bad read never reaches enrollment
Commercial credit review from customer documents
CloudFiles prepares commercial credit reviews in Salesforce by grouping each customer's credit application and financial statements into one dataset and answering the credit team's standard questions across them.
- The create dataset flow action groups a customer's credit documents uploaded to the opportunity
- Credit analysts get answers to their standard questions on the opportunity, drawn from every document together
- Reviews start from answers rather than a stack of PDFs, so quoted prices are still valid at approval
Energy supply agreement generation and e-signature
CloudFiles produces multi-site energy supply agreements in Salesforce, listing every site and price from the quote's line items, and brings each agreement back signed to the opportunity.
- Site addresses, prices and terms fill a table in the agreement straight from the quote's line items
- Pricing teams produce the agreement from the quote in one step with the generate document flow action
- Signed agreements land in the opportunity's folder, ready for the enrollment and billing teams to use
Key documents we handle for retail energy providers
These six come up on nearly every record. CloudFiles handles every other document a retail energy provider keeps in Salesforce as well.
Letters of authorization
Customer permission to request usage data, collected from brokers and kept in the business account's folder.
Utility bills
Each site's latest utility bill, mapped onto its site record for enrollment and filed with the opportunity.
Usage history
Interval and monthly usage data behind each price, stored with the opportunity it was quoted on in Salesforce.
Credit applications and financial statements
Commercial credit documents for each customer, grouped for review on the opportunity before a deal is approved.
Energy supply agreements
Multi-site terms and prices for each business customer, produced from the quote and returned signed to Salesforce.
Renewal offers
Pricing and terms for customers nearing the end of their contract, generated from each account's own record.
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 gives every business account in Salesforce its own folder, with a sub-folder for each opportunity and contract, created when the record is saved. Letters of authorization, bills and signed agreements stay with the customer through every renewal. Admins set this up with the create folder flow action in a record-triggered flow.
Yes. CloudFiles connects Salesforce to the storage the supplier 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 contracts uploaded from Salesforce carry their account number and end date as SharePoint columns.
CloudFiles sends each broker a secure upload request from the opportunity in Salesforce, listing the letter of authorization and bills the deal needs. Every file lands in the opportunity's folder on arrival, so pricing starts as soon as the set is complete and nothing is forwarded by email.
Yes, with CloudFiles. Each uploaded utility bill is mapped onto the site it belongs to in Salesforce, with the utility account number, service address and rate class filled in. The run waits for an enrollment specialist to approve it before anything is written, so enrollments go in clean, with every field checked.
CloudFiles groups a commercial customer's credit application and financial statements into one dataset on the Salesforce opportunity and answers the credit team's standard questions across them. Analysts review from the answers on the record, so large deals clear credit while their price is still valid.
CloudFiles produces each supply agreement from the Salesforce quote on your own Word or PDF template, with every site, price and term filled from the quote's line items. Signers receive one e-signature request, and the signed agreement returns to the opportunity's folder. Admins choose the template in the generate document flow action.
Yes. CloudFiles generates a renewal offer for every account on a Salesforce list view in a single background run, each filled with that customer's sites and current terms. Every offer is saved to its account's folder before it goes out, so sales reps see exactly what each customer received.
Yes. CloudFiles installs from AppExchange as a managed package and works alongside Energy & Utilities Cloud. It runs on billing accounts and energy service agreements as well as on opportunities, quotes and custom objects. Document steps join the quoting and enrollment flows the team already runs.
Book your personalized demo
Bring a broker's bills, a multi-site quote and a supply agreement. Watch CloudFiles collect, map and generate them in your Salesforce org.