# CloudFiles for Food and Beverage Manufacturing | Document Automation for Salesforce

> Document automation for food and beverage manufacturing in Salesforce: supplier location folders, audit collection, audit report mapping and quality agreements.

*Food and beverage document automation*

## CloudFiles for *food and beverage manufacturing*

Quality teams chase third-party audit reports and their follow-up paperwork from every supplier and co-manufacturer, and one late audit stalls an approval. CloudFiles files, collects and maps them in Salesforce, so quality teams keep pace.

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

*Food safety documents, before and after*

## From an audit in an inbox to an *approved* supplier

Supplier locations, accounts and agreements live in Salesforce, yet third-party audits, certificates and corrective actions arrive by email and are typed in by hand. CloudFiles organizes, shares, checks and generates them on the supplier.

### The manual way

- Audit administrators save each supplier site's audit reports, certificates and corrective action plans across shared drives and inboxes. When the next audit falls due, nobody can find last year's findings, and the review starts from nothing.
- Supplier quality specialists email every co-manufacturer, warehouse and ingredient supplier for its latest audit, certificate and corrective actions, which arrive separately and days apart. Tracking what is still missing becomes a spreadsheet of its own.
- Quality analysts type each audit's dates, results and finding counts from every third-party audit PDF into the supplier's record by hand. Layouts differ from one scheme to the next, and the backlog grows with every audit season.
- Onboarding coordinators receive a new ingredient supplier's specifications, allergen statements, certificates and insurance as one scanned file or a dozen loose ones. Each document is opened, named and filed by hand before the supplier can be approved.
- Procurement managers rebuild each supplier quality agreement from the previous version whenever terms change, then chase signatures by email. Expired agreements go unnoticed, and suppliers ship on terms nobody has signed.

### The CloudFiles way

- CloudFiles gives every supplier location one folder for everything its audits produce, opened from the location record in Salesforce. Sub-folders by year keep each audit cycle apart, so every renewal starts from the previous findings.
- CloudFiles collects each supplier's audit documents through one secure upload request per location, with no Salesforce login. The report, certificate and corrective actions land in the location's folder as they arrive, so the team sees what is still missing.
- CloudFiles maps each third-party audit report onto the supplier's audit record before a quality analyst opens it. A report sent with its certificate is split from it first. Then the report's dates, auditor, scheme, score and finding counts fill the record.
- CloudFiles sorts each new supplier's onboarding documents before a coordinator opens them. A combined scan is split into separate documents, each one is classified and named, and every file lands in the right sub-folder of the supplier's folder.
- CloudFiles generates every supplier's quality agreement from the account and location records and brings it back signed. Current terms fill the template, signers receive a single e-signature request, and the completed copy is filed with the supplier.

*Food and beverage use cases in Salesforce*

## Supplier documents, *ready* for every audit cycle

Each job runs in Salesforce Flow on the account, supplier location and agreement records your org already uses, with CloudFiles doing the document work.

- **Supplier location folder automation** — CloudFiles creates a structured folder for every supplier and co-manufacturer location in Salesforce, inside the supplier's account folder, with sub-folders laid out for each audit cycle's paperwork.
  - Creating a new location record starts a flow that calls the create folder flow action, every time
  - Each audit year gets its own sub-folder, cloned from the template by the copy resources flow action
  - A supplier's account folder holds every site it runs, so quality teams see one supplier's whole picture
- **SharePoint integration for food safety documents** — CloudFiles connects Salesforce supplier records to the SharePoint libraries quality teams already use, so audits and certificates stay in one place and open from the location record for quality and procurement alike.
  - Quality teams keep working in SharePoint, and each location's folder opens from its Salesforce record
  - The set resource property flow action writes scheme and audit date as SharePoint columns on each report uploaded from Salesforce
  - Buyers open the same current certificate the quality team approved, with no second copy in an inbox
- **Supplier audit document collection** — CloudFiles collects every document a supplier audit produces, from the report to its corrective action plan, through secure upload requests from the location record, and files each one as it lands.
  - One upload request per location, created by the create file request flow action, lists every document the audit needs
  - Documents that arrive days apart all land in the same location folder, already in the right place
  - A corrective action plan sent weeks later lands beside the audit report it answers, already filed
- **Food safety audit report processing** — CloudFiles processes third-party food safety audit reports in Salesforce. A report sent with its certificate is split from it and recognized, then mapped onto the site's audit record, whichever scheme it follows.
  - An audit file attached to the location record is split into report and certificate before anything is mapped
  - The document mapper flow action fills the audit record's result fields straight from the report
  - Quality analysts approve the filled audit record before the supplier's approval status changes
- **Supplier onboarding packet sorting** — CloudFiles sorts new supplier onboarding packets in Salesforce. Combined scans are split into separate documents, and each specification, allergen statement or certificate is classified, named and filed in place.
  - The split document using AI flow action breaks a scanned packet into its separate documents
  - Each document is classified by type and renamed, so files read as what they are at a glance
  - Specifications, statements and certificates each go to their own sub-folder, ready for approval
- **Supplier quality agreement generation and e-signature** — CloudFiles generates quality agreements for suppliers from Salesforce records, with each supplier's sites and terms, routes every agreement for e-signature and files the signed version with the supplier.
  - The flow picks the agreement template for each supplier category and region from what the get doc-gen templates flow action lists
  - Supplier names, sites and terms fill the agreement straight from Salesforce, with nothing retyped
  - Signed agreements land in the supplier's folder, where the next quality review finds them waiting

*Document types*

## Key documents we handle for *food and beverage manufacturing*

These six come up with nearly every supplier. CloudFiles handles every other document a food and beverage manufacturer keeps in Salesforce as well.

- **Third-party audit reports** — Certification body reports on each supplier site, filed on its location, with results captured on the audit record.
- **Audit certificates** — The certificate each site receives after its audit, kept with the report it belongs to even when it arrives days later.
- **Corrective action plans** — A supplier's response to audit findings, collected by upload request and stored beside the audit it answers.
- **Specifications and allergen statements** — Ingredient specifications and allergen declarations from each supplier, sorted on arrival and shared with customers on request.
- **Supplier quality agreements** — Terms each supplier signs, generated in Salesforce and returned signed to the supplier's folder.
- **Distributor agreements** — Pricing and terms for each distributor account, produced from the record at renewal and sent for e-signature.

*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 give every supplier location its own document folder in Salesforce?**
CloudFiles gives each supplier site in Salesforce its own folder, co-manufacturers included, as soon as the location record is created, filed under the supplier's account with a sub-folder for each audit cycle. The quality team opens it from the location record. Admins build it with the create folder flow action in a record-triggered flow.

**Q: Can a food manufacturer keep supplier audits in SharePoint and open them from Salesforce?**
Yes. Quality teams keep supplier audits and certificates in their own libraries, whether SharePoint, Google Drive, Azure Blob, Amazon S3 or another provider, and CloudFiles opens each supplier location's folder there from Salesforce. The procurement team opens the same files from its own Salesforce records, with no second copy to keep current.

**Q: How do suppliers upload audit reports and certificates without a Salesforce login?**
CloudFiles sends each supplier location a secure upload request listing the audit report, certificate and corrective action plan it owes, with no Salesforce login needed. Each document is saved to that location's folder on arrival, so the team sees at a glance which documents have arrived.

**Q: Can Salesforce read FSSC 22000, BRC, SQF and IFS audit reports?**
Yes, with CloudFiles. Each third-party audit report attached to a supplier location is mapped onto its audit record, with the audit dates, the auditor, the scheme, the score and the count of findings filled in from the PDF. Quality analysts approve the filled record instead of typing it, and approval updates the supplier's status.

**Q: Can CloudFiles split and file a supplier's onboarding packet in Salesforce?**
Yes. CloudFiles takes a supplier onboarding packet from scan to filed documents in Salesforce. The scan is broken into its separate documents, every document is recognized and given a clear name, and each one lands in its place among the supplier's sub-folders, so a coordinator approves the supplier from a complete, sorted set.

**Q: How do I generate supplier quality agreements from Salesforce and send them for e-signature?**
CloudFiles produces supplier quality agreements in Salesforce from your own template, filled with the supplier's sites and current terms. Signers get one e-signature request, and the completed PDF returns to the supplier's folder. Admins pick templates by supplier category with the get doc-gen templates flow action.

**Q: Can Salesforce generate distributor agreements for food and beverage accounts at renewal?**
Yes. CloudFiles produces distributor agreements from each account's current pricing and terms in Salesforce, one at a time or for every account due for renewal in a single background run. Each one is sent for e-signature and comes back signed to the account.

**Q: How do I share specifications and allergen statements with customers from Salesforce?**
CloudFiles sends ingredient specifications and allergen statements to customers as secure links from the supplier or product record in Salesforce. A link can be limited to one customer's domain or require email verification. With either, every view logs the viewer's email, and customers on your portal find the same files under their own account.

**Q: Does CloudFiles work with custom supplier objects and Manufacturing Cloud?**
Yes. CloudFiles runs on custom objects such as a supplier location or audit record as readily as on accounts and contracts, alongside Manufacturing Cloud. As a managed package on AppExchange it slots document steps into the record-triggered and screen flows food and beverage teams already run.

## Book your *personalized* demo

Bring a third-party audit report, a supplier's onboarding packet and a quality agreement, and watch CloudFiles file, map and send them in your Salesforce org.

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