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Salesforce for Midstream Commercial + Operations

We help midstream commercial and operations teams manage complex customer relationships, contracts, and handoffs, without living in spreadsheets.

Contracts, amendments, and customer commitments live across tools and shared drives. Handoffs from commercial → scheduling/ops are manual and error-prone. If the business runs on critical infrastructure, your systems can't run on tribal knowledge.

Midstream complexity isn't optional, assets, customers, and agreements are interconnected. Counter Code builds Salesforce platforms that unify pipeline + contracts + operational coordination.

We start by aligning pipeline stages to commercial milestones. From there we centralize contract + customer data in Salesforce, then automate handoffs + reporting.

WHAT WE BUILD

Solutions We Build

Salesforce capabilities tailored for midstream.

SOLUTION 1

Commercial Pipeline Built for Midstream (Sales Cloud)

Account hierarchies, multi-site relationships, opportunity templates by service line.

SOLUTION 2

Contract + Amendment Tracking (Custom Objects + Doc Mgmt)

Term tracking, key dates, obligations, renewal workflows, document linkage.

SOLUTION 3

Operational Handoffs (Flow + Integrations)

Automate internal requests from executed agreement → operations/scheduling; notify stakeholders; track completion.

SOLUTION 4

Customer Portal (Experience Cloud)

Service requests, contract documents, notifications, and status updates.

SOLUTION 5

Integration Backbone (MuleSoft)

Connect ERP, contract repositories, scheduling tools; keep key fields synced.

SOLUTION 6

Analytics (CRM Analytics/Tableau)

Contract renewal risk, volume trends, margin, cycle time, customer profitability.

From the blog

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Managing Renewables Project Pipelines in Salesforce

How to track long, milestone-driven renewables projects without forcing them into a sales funnel.

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A Salesforce Data Model for Midstream Contracts and Volumes

How to structure contracts, volumes, and locations so reporting actually works.

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Building a RevOps Reporting Layer That Scales

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AI-Assisted Customer Ops for Retail Power

Where AI genuinely helps retail power customer operations, and where it quietly backfires.

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Dispatch and Order Automation for Fuels Distribution

Streamlining orders, dispatch, and delivery in Salesforce without over-engineering it.

Jul 17, 2026·7 min read
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Integrating ERP and Field Systems in Oilfield Services

A practical approach to connecting Salesforce, ERP, and field data without chaos.

Jul 17, 2026·8 min read

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