# CloudFiles for Chemicals and Process Manufacturing | Document Automation for Salesforce

> Document automation for chemicals and process manufacturing in Salesforce: certificate of analysis filing, SDS sharing, complaint review and supply agreements.

*Chemicals document automation*

## CloudFiles for *chemicals and process manufacturing*

Customers ask for certificates of analysis, SDS and compliance statements on most orders, and each request means a search. CloudFiles files CoAs on orders, shares SDS and reviews complaints in Salesforce, so service teams answer sooner.

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

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*Chemicals documents, before and after*

## From a certificate hunt to a *shipped* order

Salesforce holds every account, order, sales agreement and case, yet certificates, safety data sheets and lab reports sit in shared drives and inboxes. CloudFiles organizes, shares, checks and generates them on the account and the order.

### The manual way

- Order management teams receive a certificate of analysis for every lot from the lab, then save it to a shared drive by batch number with no link to the order. Each later request means matching lot numbers to orders by hand.
- Customer service reps open a new case each time a customer asks for a current SDS or a product specification, then email the file from a shared drive. The same accounts ask every quarter, and the case queue never shrinks.
- Regulatory specialists answer each customer's compliance questionnaire on REACH, RoHS or food contact by copying from earlier declarations by hand. Questionnaires queue for weeks, and a qualification stalls while the customer waits on paperwork.
- Quality engineers compare each complaint's customer lab results with the lot's certificate of analysis and the agreed specification by eye. Complaint cases stay open for weeks, and the account manager cannot tell the customer what went wrong.
- Account managers rebuild each customer's supply agreement and product schedule from last year's copy when the sales agreement renews. Volumes and prices are retyped by hand, and an outdated term ends up in the signed contract.

### The CloudFiles way

- CloudFiles files every certificate of analysis in its order's folder, opened from the order in Salesforce. Each certificate carries its lot number as a SharePoint column, so service reps answer each request from the order, with no shared drive to search.
- CloudFiles gives each customer a portal page holding the current SDS, specifications and certificates for the products it buys. Files shared from the account appear on the Experience Cloud site, so customers download them without opening a case.
- CloudFiles drafts each compliance questionnaire's answers from the product's existing declarations. Earlier statements are grouped into one dataset that is asked each question, and the drafted answers wait on the case for a specialist to approve.
- CloudFiles checks each complaint's lab results against the batch's CoA and the agreed limits before a quality engineer opens the case. All three are grouped into one set, the values are compared, and any result out of range is flagged.
- CloudFiles generates each customer's supply agreement from the sales agreement and sends it for signature. Products, volumes and prices fill the schedule from the record's live data, and the signed PDF returns to the sales agreement record.

*Chemicals use cases in Salesforce*

## Every certificate and data sheet, *found* from lab to customer

Each job runs in Salesforce Flow on the account, order, case and sales agreement your org already uses, with CloudFiles doing the document work.

- **Certificate of analysis filing on orders** — CloudFiles gives every order in Salesforce a folder for its certificates of analysis, with the lot number recorded on each file, so customer service reps open the right CoA from the order in seconds.
  - Activating an order runs a record-triggered flow that builds its folder with the create folder flow action
  - A multi-lot PDF is split per lot, and each lot number is recognized and set as a SharePoint column
  - The lab uploads certificates through the order's own upload link, so nothing is emailed in or saved twice
- **SharePoint integration for SDS and specifications** — CloudFiles connects Salesforce product and account records to the SharePoint libraries where regulatory teams keep SDS, technical data sheets and customer specifications, so sales reps open the current file.
  - The regulatory team keeps publishing in SharePoint, and each product's folder opens from its Salesforce record
  - Each customer's agreed specifications sit in the account's folder, created by the create folder flow action
  - When a new SDS revision is uploaded from Salesforce, the superseded sheet moves to an archive folder
- **Customer portal for certificates and SDS** — CloudFiles shares SDS, specifications and certificates of analysis with each customer through your Experience Cloud site, straight from the account, so customers fetch their own documents without opening a case.
  - The share with community user flow action gives each customer's portal users the folders for their own account
  - Order folders sit inside the shared account folder, so new certificates appear on the portal as they are filed
  - Customers outside the portal get a secure link limited to their email domain, with each view recorded
- **Compliance questionnaire answers from existing declarations** — CloudFiles drafts answers to customer compliance questionnaires in Salesforce. Earlier regulatory statements for the product form one dataset that is asked each question, so specialists only review.
  - The create dataset flow action groups a product's current declarations and statements into one set
  - Every questionnaire item is put to that dataset, and each draft answer is saved to the case for review
  - Specialists approve or edit the drafts on the case, and nothing is sent until a person signs off
- **Quality complaint document review** — CloudFiles reviews complaint documents in Salesforce. Customer lab results, the CoA for the same lot and the account's agreed limits are compared as one set, so quality engineers start from the differences.
  - Lab results attached to a complaint case start the review, with the customer's report recognized among the files
  - Values outside the agreed specification are written to the case as flags for the quality engineer
  - The certificate is taken from the order's folder, so nobody searches a shared drive for it
- **Supply agreement generation and e-signature** — CloudFiles generates supply agreements and product schedules from the sales agreement in Salesforce, with each product's committed volume and price, sends them for e-signature and saves the signed copy back.
  - The flow picks the regional Word template for each product line from those the get doc-gen templates flow action returns
  - Sales agreement products fill the schedule table with volumes and prices from the current plan
  - The signed agreement returns to the sales agreement's folder as soon as every party has signed

*Document types*

## Key documents we handle for *chemicals and process manufacturing*

These six arrive with nearly every account. CloudFiles handles every other document a chemicals manufacturer keeps in Salesforce as well.

- **Certificates of analysis** — Lab results for each lot, filed in the folder of the order they ship with and labeled with their lot number.
- **Safety data sheets** — Hazard and handling information for each product, kept at its current revision and shared with customers from the account.
- **Technical data sheets and specifications** — Product properties and each customer's agreed limits, stored with the account and used to check complaints.
- **Regulatory declarations** — REACH, RoHS, food contact and similar statements, grouped by product and drawn on to answer customer questionnaires.
- **Complaint lab reports** — Customer test results sent with a quality complaint, gathered on the case and compared with the lot's certificate.
- **Supply agreements** — Volume and price commitments for each customer, built from the sales agreement record and returned to it signed.

*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 I keep certificates of analysis on Salesforce orders?**
CloudFiles keeps certificates of analysis on Salesforce orders by giving each order its own folder in your storage, opened from the order page. The lab uploads each certificate there through a secure link, and CloudFiles recognizes its lot number on the certificate itself and records it as a SharePoint column, written by the set resource property flow action.

**Q: Can a chemicals manufacturer keep SDS and CoAs in SharePoint and open them from Salesforce?**
Yes. Safety data sheets and certificates stay where regulatory and quality teams publish them, in SharePoint, Google Drive, Azure Blob, Amazon S3 or another provider, and CloudFiles opens them from the product, account and order records in Salesforce. Each team keeps working in its own library, with SharePoint permissions as set.

**Q: How do customers download SDS and certificates of analysis from a Salesforce portal?**
CloudFiles shows each customer its own safety data sheets, product specifications and CoAs in your Experience Cloud site, shared from the account record, so customers download current documents themselves. Admins grant portal access to each account's folders with the share with community user flow action.

**Q: Can Salesforce answer customer REACH and RoHS questionnaires?**
Yes, with CloudFiles. The declarations a product already has for REACH, RoHS and food contact are grouped into one dataset, the questionnaire's questions are answered from it, and each draft answer is saved on the case for the specialist. A regulatory specialist reviews every answer before anything goes to the customer.

**Q: Can CloudFiles check a customer's complaint lab report against the lot's certificate?**
Yes. CloudFiles runs complaint paperwork in Salesforce from attachment to flagged result. It identifies the customer's lab report, finds the lot's certificate and the agreed specification, compares the values, applies the quality team's rules and updates the case, pausing for an engineer before anything on the case changes.

**Q: How do I generate a supply agreement from a Salesforce sales agreement?**
CloudFiles generates a supply agreement on your own Word template from the Salesforce sales agreement, with the product schedule filled from its products, volumes and prices. The agreement goes out for e-signature, and the signed copy lands in the folder on the sales agreement. Admins pick templates by region with the get doc-gen templates flow action.

**Q: Can Salesforce generate customer specification sheets from product data?**
Yes. Technical service reps produce a customer specification sheet from the account in one click, filled from the product record and the limits agreed with that customer, on a template you design in Word or as a PDF. A flow can also create one for each new account and product, and every sheet is saved to the account's folder.

**Q: How do I keep only the current SDS revision in front of sales and customers?**
CloudFiles keeps one current safety data sheet in each product's folder and retires the earlier revision into an archive folder once a new one is uploaded from Salesforce. Sales reps open the product from Salesforce and see only the current sheet, and the portal shows customers the same file.

**Q: Does CloudFiles work with Manufacturing Cloud sales agreements and Service Cloud cases?**
Yes. CloudFiles runs on Manufacturing Cloud sales agreements and on the account, product, order and case objects of Sales Cloud and Service Cloud. Delivered as a managed package on AppExchange for any standard or custom object, it slots document steps into the record-triggered and screen flows chemicals teams already run.

## Book your *personalized* demo

Bring a certificate of analysis, a customer questionnaire and a complaint case, and watch CloudFiles file, answer and check them in your Salesforce org.

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