# CloudFiles for Aerospace and Defense Manufacturing | Document Automation for Salesforce

> Document automation for aerospace and defense manufacturing in Salesforce: program folders, review data rooms, first article reports and long-term agreements.

*Aerospace and defense document automation*

## CloudFiles for *aerospace and defense manufacturing*

Program teams hunt inboxes for drawings, inspection reports and contracts, and one stale revision stalls delivery. CloudFiles builds program folders, shares reviews and processes inspection reports in Salesforce, so programs keep pace.

[Talk to a document expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-manufacturing-aerospace-and-defense-manufacturing-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

*Program documents, before and after*

## From scattered revisions to one *program* record

Manufacturing programs and contracts live in Salesforce, yet drawings, inspection reports and change notices arrive by email and land on engineering shares. CloudFiles files, shares, checks and produces each of them on the program.

### The manual way

- Program managers piece together each manufacturing program's contract, drawings, quality plans and inspection records from inboxes and engineering shares. Teams work from different revisions, and every customer question waits on a search.
- Account managers email design review decks, test data and quality records to the customer's program office before each milestone review. Attachments get forwarded beyond the review team, and nobody can tell which documents were opened.
- Quality engineers open every supplier's first article inspection package, separate the forms from the material certificates, then key part numbers into Salesforce. The part's inspection record stays open, and program deliveries slip while packages queue.
- Program engineers check every customer drawing revision and engineering change notice against the program by hand, then refile the drawings and update the record. A missed revision reaches the shop floor, and parts get built to an old drawing.
- Contracts managers rebuild each long-term agreement by hand from the last one, retyping part numbers, prices and forecast quantities from the program. Signatures are chased by email, and the signed copy rarely lands where the program team can find it.

### The CloudFiles way

- CloudFiles gives every manufacturing program one folder for its contract, drawings, quality records and deliveries, opened from the program in Salesforce. Each program sits under its customer's account folder, with the same sub-folders every time.
- CloudFiles shares each milestone review from the program as one controlled data room and shows who opened what. The room admits the customer's email domain alone and keeps downloads off. Its link can be disabled once the review closes.
- CloudFiles prepares every first article inspection package before quality engineers touch it. The packet is split into forms and certificates filed under the part, and the report's part number, revision and result wait on the inspection record for approval.
- CloudFiles routes every change notice to the right manufacturing program before an engineer reviews it. Each notice is classified, matched to its program by part number and filed with the drawings, and the revision is written once an engineer approves.
- CloudFiles generates every long-term agreement from the manufacturing program and collects the signature. Part numbers, prices and forecast quantities fill the template from Salesforce, and the executed agreement lands in the program's contract folder.

*Aerospace and defense Salesforce use cases*

## From contract to delivery, every program file in *one place*

Salesforce Flow runs each job on the manufacturing programs, accounts, opportunities and contracts your org already holds, while CloudFiles handles the documents.

- **Manufacturing program folder automation** — CloudFiles gives each manufacturing program in Salesforce a folder of its own as the program is created, under its customer's account folder and divided into contract, drawings, quality records and deliveries.
  - Each new manufacturing program triggers a flow in which the create folder flow action builds the program's folder
  - Contract, drawings, quality and delivery sub-folders are laid out the same way on every program, from one template
  - Programs nest under the customer's account folder, giving the account team one view of every program for that customer
- **Bid to program document handover** — CloudFiles carries a won bid's drawings, specifications and quote from the opportunity's folder into the new manufacturing program's folder in Salesforce, so the program team starts with the full bid history.
  - Closing the opportunity as won copies its folder into the program's folder through the copy resources flow action
  - The set resource property flow action tags every drawing with the program name and customer in SharePoint columns
  - Every handed-over drawing opens from the manufacturing program page while engineers keep working in SharePoint
- **Program review data rooms** — CloudFiles shares each milestone review's design data, test results and quality records with the customer's program office from Salesforce in one data room that admits only the customer's domain and tracks each viewer.
  - The create dataroom flow action opens one room per milestone review, linked to the manufacturing program
  - Only addresses on the customer's email domain get in, and downloads stay off for every drawing in the room
  - Account managers see which reviewer opened each document before the milestone review meeting starts
- **First article inspection report processing** — CloudFiles processes first article inspection packages in Salesforce. Each packet is split, the report is recognized among its pieces, and its part number, revision and result are mapped onto the inspection record.
  - The split document using AI flow action separates the inspection forms from the material and process certificates
  - Part number, revision, serial number and result fill the inspection record through the document mapper flow action
  - Quality engineers approve each mapped inspection record before the part's first article status changes
- **Engineering change notice processing** — CloudFiles processes customer engineering change notices in Salesforce. It classifies each notice, matches it to the part it revises on the program and waits for engineering approval before writing the revision.
  - Notices uploaded by the customer through the create file request flow action, or by your team, start the run
  - Each notice is matched to the program's part record by customer part number, and unmatched notices go to review
  - Revision letter and effective date are mapped onto the part record only after an engineer approves the run
- **Long-term agreement generation and e-signature** — CloudFiles generates long-term agreements from the manufacturing program in Salesforce, with every part's price and forecast quantity in one table, then routes each for e-signature and keeps the signed copy.
  - The generate document flow action fills the agreement when the contracts manager marks the program ready for contract
  - Every part on the program becomes a row of the agreement's pricing table, with nothing retyped
  - Signers receive one envelope in signing order, set on the template the contracts team chose

*Document types*

## Key documents we handle for *aerospace and defense manufacturing*

Six of the documents a manufacturing program lives on. CloudFiles files, shares and produces the other aerospace and defense documents kept in Salesforce too.

- **Engineering drawings and specifications** — Customer drawings and specifications for every part on the program, kept in its drawings folder and opened from the program record.
- **First article inspection reports** — Proof that the first production part matches its drawing, filed with the part and recorded on its inspection record.
- **Certificates of conformance** — A supplier's statement that parts meet the order, kept beside the inspection report and the delivery it covers.
- **Engineering change notices** — Customer notices of a drawing revision, matched to the program they change and filed beside the drawings they replace.
- **Program review packages** — Design data, test results and quality records the customer's program office reviews at each milestone, shared from the program.
- **Long-term agreements** — Multi-year pricing and quantity terms with the customer, generated from the program and returned signed to its contract folder.

*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: Can Salesforce give every manufacturing program its own document folder?**
CloudFiles creates a document folder for every manufacturing program in Salesforce when the program record is created, nested in the customer's account folder and divided into contract, drawings, quality and delivery sub-folders. Program managers open it from the program page. An admin builds one flow on program creation around the create folder flow action.

**Q: Can an aerospace manufacturer store program files in SharePoint and reach them from Salesforce?**
Yes. CloudFiles opens each manufacturing program's folder from Salesforce while drawings, inspection reports and contracts stay where the engineering team already keeps them, in SharePoint, Google Drive, Azure Blob, Amazon S3 or another provider. Engineers keep their libraries and folder permissions as they are, and sales reps work from the same files.

**Q: How do I move bid documents from a won opportunity to the manufacturing program?**
CloudFiles copies a won bid's documents from the opportunity to the manufacturing program in Salesforce once the opportunity closes as won. The drawings, specifications and quote land in the program's folder already tagged with the program name and customer, so the program team works from the files the bid was priced on.

**Q: How do suppliers send certificates of conformance without a Salesforce login?**
CloudFiles asks each supplier for the certificates of conformance and material certificates a delivery needs through an upload request on the manufacturing program in Salesforce, and suppliers need no Salesforce login. Every certificate goes straight into the part's folder on the program, and each upload can start the first article processing run straight away.

**Q: How do I share design review documents with a customer's program office from Salesforce?**
CloudFiles shares design review documents from the manufacturing program in Salesforce through a data room the customer opens with one link. The link can require a password or email verification and expire after a fixed number of days, and each opening is recorded with the viewer's email, so account managers know who prepared for the review.

**Q: Can Salesforce process first article inspection reports?**
Yes, with CloudFiles. A first article inspection package attached to a manufacturing program in Salesforce is broken into its forms and certificates, the report is recognized among them, and its part number, revision, serial number and result are mapped onto the inspection record. The certificates are filed beside the report, and quality engineers approve the record instead of keying it.

**Q: Can CloudFiles take an engineering change notice from upload to an updated part record?**
Yes. CloudFiles runs engineering change intake from the upload through to the part each notice revises on the manufacturing program in Salesforce. CloudFiles splits a combined upload into separate notices, classifies each one and matches it to the program's part by customer part number. Nothing is written until an engineer approves the run, which is audited like every run.

**Q: Can Salesforce generate a long-term agreement from a manufacturing program?**
Yes. CloudFiles generates long-term agreements from the manufacturing program in Salesforce on your own Word template, with a pricing table listing each part's price and forecast quantity. Signers get each agreement as one e-signature request. The executed copy returns to the program's contract folder. Each customer can have its own template, chosen by the get doc-gen templates flow action.

**Q: Can Salesforce build a program review deck from the manufacturing program?**
Yes. CloudFiles generates a program review deck in PowerPoint from the manufacturing program in Salesforce, with the program's customer, milestones and key dates filled from the record. The finished deck is saved to the program's folder, ready to share with the customer's program office at the next milestone.

**Q: Will CloudFiles fit an org built on Manufacturing Cloud programs and custom quality objects?**
Yes. CloudFiles works on Manufacturing Cloud's manufacturing programs, on standard accounts, opportunities, contracts and cases, and on custom inspection or change notice objects. As a managed package from AppExchange, it slots its document steps into the flows aerospace and defense teams already run.

## Book your *personalized* demo

Bring a first article package, an engineering change notice and a long-term agreement, and see each one handled on a manufacturing program in Salesforce.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-manufacturing-aerospace-and-defense-manufacturing-footer)