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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 align 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.

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    Reporting Margin Across Refining Operations

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    A Salesforce Data Model for Midstream Contracts and Volumes

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

    Apr 15, 2026·7 min read
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    Building a RevOps Reporting Layer That Scales

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    Jul 9, 2024·9 min read
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    AI-Assisted Customer Ops for Retail Power

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    Jul 1, 2026·7 min read
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    Jun 17, 2026·7 min read

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