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

> Document automation for upstream oil and gas in Salesforce, covering lease and well folders, royalty owner document collection and division order sorting.

*Upstream oil and gas document automation*

## CloudFiles for *upstream oil and gas*

Upstream land and owner relations teams track leases, owners and partners in Salesforce. Title papers and owner forms still sit in shared drives. CloudFiles files, collects and sorts them on the record, so owners get paid on time.

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

*Upstream documents, before and after*

## From a royalty owner email to a *released* payment

Leases, owners and partners live in Salesforce. Their title papers and owner forms sit in shared drives and scans. CloudFiles organizes, shares, reads and generates those documents on the record itself.

### The manual way

- Landmen keep each lease's title opinions, assignments and curative documents across shared drives, named their own way. When a well is planned, the land team cannot confirm title from the lease's Salesforce record, and drilling waits on a search.
- Owner relations reps email royalty owners for tax forms, change-of-address letters and probate documents on each owner case. Replies trickle back as loose attachments, and the owner's payments stay in suspense the whole time.
- Division order analysts receive deeds, affidavits and signed division orders from owners as one scanned file on the case. Each page is sorted and named by hand before the ownership change can be reviewed, so the transfer queue keeps growing.
- Contract analysts reread each joint operating agreement filed against a partner whenever a consent, election or notice question comes up. Answers come slowly, and partner notices go out later than the agreement allows.
- Operations accountants build each well's authorization for expenditure from a spreadsheet and email it to every working interest partner for election. Elections come back late and unsigned, and the spud date slips while the team chases them.

### The CloudFiles way

- CloudFiles keeps every lease's title opinions, assignments and curative documents in its own folder, nested under the prospect and opened from the lease record. Title review starts from one complete set, so the land team confirms title without a search.
- CloudFiles asks each royalty owner for exactly the forms their case needs, through an upload request that requires no login. Each form is saved to the owner's folder on arrival, so owner relations reps release suspended payments once the set is complete.
- CloudFiles sorts each owner's scanned packet before a division order analyst opens it. The scan is split into separate documents. Deeds, affidavits and division orders are then named and filed in the owner's own folder in Salesforce.
- CloudFiles finds the consent, election and notice terms in any joint operating agreement when an analyst asks from the partner's account. Contract analysts reply to partners from those terms and send notices within the agreed window.
- CloudFiles generates each well's authorization for expenditure from its Salesforce record and sends it to every partner in one e-signature request. Signed elections return to the well's folder, so operations accountants track them from one place.

*Upstream use cases in Salesforce*

## Every lease and owner file, *ready* for the next well

Each job runs in Salesforce Flow on the lease, well and owner records upstream teams already use. CloudFiles does the document work.

- **Lease and well folder automation** — CloudFiles gives upstream operators a folder for every prospect, lease and well record in Salesforce. Folders live in the operator's own storage and nest by relationship, so title and partner files have a set place.
  - Landmen save a lease or well record, and the create folder flow action builds its folder in storage
  - Every lease folder sits under its prospect, so landmen see a whole prospect's title work in one tree
  - Title opinions and curative documents open from the lease record, not from a shared drive search
- **SharePoint integration for land and title files** — CloudFiles connects Salesforce lease, well and owner records to the operator's SharePoint. It copies files attached in Salesforce into each record's folder, so land and accounting teams open the same document.
  - The copy Salesforce files flow action copies files attached to a lease or owner case into its SharePoint folder
  - Landmen keep working in SharePoint while owner relations reps open the same files from Salesforce
  - Each record's folder appears on its page, so nobody pastes a link or saves a second copy by email
- **Royalty owner document collection** — Royalty owners return tax forms, change-of-address letters and probate documents through a CloudFiles upload request on their Salesforce owner case. Each document is filed the moment it arrives.
  - The create file request flow action sends each owner one request listing every form the owner case needs
  - Royalty owners answer from a link without signing in, and each form is saved to their folder in Salesforce
  - Owner relations reps see on the case which forms have arrived before payments are released
- **Division order packet sorting** — CloudFiles prepares ownership transfers in Salesforce for division order review. Owner packets are broken into their documents. Deeds, affidavits and signed division orders are then labeled and filed on the owner's case.
  - The split document using AI flow action breaks a scanned owner packet into its separate documents
  - Every deed, affidavit and signed division order is labeled by type and renamed so analysts know it on sight
  - Division order analysts review each ownership transfer from a sorted folder on the owner's case
- **Joint operating agreement questions in Salesforce** — Contract analysts put questions about a joint operating agreement to CloudFiles from the partner's account in Salesforce and get back the relevant terms, taken from the signed JOA kept on file.
  - Each signed JOA on a partner's account is made ready for questions by the process document using AI flow action
  - Consent rights, election deadlines and notice periods come back as answers on the partner's account record
  - Partner notices go out on time because each clause comes straight from the signed agreement
- **AFE generation and e-signature** — CloudFiles generates each well's authorization for expenditure from Salesforce on the operator's own template and sends it to every working interest partner for election and e-signature in one request.
  - Well details, cost estimates and partner interests fill the form from the well record and its related records
  - Operations accountants issue the authorization from the well record with the generate document flow action
  - Signed elections return to the well's folder, where operations accountants track every partner

*Document types*

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

These six come up on nearly every record. CloudFiles handles every other document an upstream operator keeps in Salesforce as well.

- **Title opinions and curative documents** — Title work for every lease, kept in the lease's folder and opened from Salesforce before a well is planned.
- **Leases and assignments** — Signed leases and the assignments that move them, filed under their prospect in the operator's storage.
- **Owner tax and address forms** — Royalty owner paperwork, collected by secure upload request and filed in the owner's folder on arrival.
- **Deeds and affidavits** — Ownership transfer documents, split from scanned owner packets and named before division order review.
- **Joint operating agreements** — Partner terms stored on each working interest partner's account and answerable in plain language from Salesforce.
- **Authorizations for expenditure** — Cost estimates sent to working interest partners for election, produced and returned signed in 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 upstream operators organize lease and title documents in Salesforce?**
CloudFiles gives every prospect, lease and well record in Salesforce its own folder in the operator's storage, nested so each lease sits under its prospect. Title opinions, assignments and curative documents open from the lease record. Admins create the folders with the create folder flow action in a record-triggered flow.

**Q: Can an oil and gas operator keep land files in SharePoint and open them from Salesforce?**
Yes. CloudFiles connects Salesforce to the storage the operator already uses, whether that is SharePoint, Google Drive, Azure Blob, Amazon S3 or another provider. Lease, well and owner folders open from their Salesforce records, and files attached in Salesforce are copied into the matching folder.

**Q: How do royalty owners send tax forms to an operator without a Salesforce login?**
CloudFiles sends each royalty owner a secure upload request from the owner case in Salesforce, listing the tax forms, address letters or probate documents it needs. Each upload lands in the owner's folder on arrival, so owner relations reps release suspended payments as soon as the set is complete.

**Q: Can Salesforce sort a scanned division order packet into separate documents?**
Yes, with CloudFiles. A scanned ownership packet attached to the owner's case is split into separate documents. Each deed, affidavit and signed division order is then named and filed in the owner's folder. Division order analysts start the review from a sorted set.

**Q: How do contract analysts find terms in a joint operating agreement from Salesforce?**
CloudFiles lets contract analysts ask plain-language questions about a joint operating agreement from the partner's account in Salesforce, and returns the answer from the signed document. Consent, election and notice terms come straight from the signed agreement, so partner notices go out on time.

**Q: How do I generate an AFE from Salesforce and send it to partners for e-signature?**
CloudFiles produces each authorization for expenditure from the well record in Salesforce on your own template, with cost estimates and partner interests filled in. Every working interest partner receives it in one e-signature request, and signed elections return to the well's folder. Admins pick the template in the generate document flow action.

**Q: Can an operator send owner letters to every owner on a well from Salesforce at once?**
Yes. CloudFiles generates a letter for every owner on a well's Salesforce list view in one background run, each filled with that owner's own interest and contact details. Every letter is saved to its owner's folder before it goes out, so owner relations reps see what each owner was sent.

**Q: Does CloudFiles work with custom lease, well and owner objects in Salesforce?**
Yes. CloudFiles runs on the custom lease, well and owner objects upstream teams build in Salesforce, as readily as on accounts and cases. It installs from AppExchange as a managed package and adds document steps to the flows and record pages land and owner relations teams already use.

## Book your *personalized* demo

Bring a lease's title file, an owner packet and an AFE. Watch CloudFiles file, sort and generate them in your own Salesforce org.

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