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    Salesforce for Oilfield Services

    We help OFS teams who need real job visibility, faster dispatch coordination, and fewer billing misses.

    Job details, tickets, and change orders are scattered. You can't easily see job profitability, status, or what's billable. If you did the work, you should capture the revenue, every time.

    OFS is fast-moving and high-variability. Systems must match the field reality. Counter Code builds Salesforce job lifecycle systems that connect sales, dispatch, field capture, and billing.

    We start by standardize job lifecycle stages + data requirements. From there we digitize field capture + approvals, then integrate billing and build profitability reporting.

    WHAT WE BUILD

    Solutions We Build

    Salesforce capabilities tailored for oilfield services.

    SOLUTION 1

    Job Lifecycle Workspace (Sales Cloud + Custom Objects)

    Quote → work order/job → completion → invoice readiness; standardized statuses.

    SOLUTION 2

    Dispatch + Scheduling Alignment (Service Cloud/Field Service)

    Assign crews, track work, capture completion.

    SOLUTION 3

    Digital Field Tickets (Mobile + Forms)

    Capture signatures, equipment usage, time, materials, and exceptions.

    SOLUTION 4

    Revenue Protection (Flow + CPQ/Pricing Rules)

    Approvals for discounts and change orders; enforce required billing details.

    SOLUTION 5

    Integrations (MuleSoft)

    Push invoice-ready packages to ERP/accounting; sync customers, equipment, products, pricing.

    SOLUTION 6

    Analytics (CRM Analytics/Tableau)

    Job margin by crew/customer/service line; DSO drivers; leakage tracking.

    From the blog

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    Reporting Margin Across Refining Operations

    Why refining margin is hard to report in Salesforce, and how to make it trustworthy.

    May 6, 2026·8 min read
    RevOps & Salesforce ArchitectureMidstream

    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
    API IntegrationsOilfield Services

    Integrating ERP and Field Systems in Oilfield Services

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

    Mar 25, 2026·8 min read
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    AI-Assisted Customer Ops for Retail Power

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

    Jul 15, 2026·8 min read
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    Keeping an Industrial Manufacturer's Org Healthy After Go-Live

    What it takes to keep a Salesforce org stable, clean, and useful after launch.

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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.

    Jun 17, 2026·7 min read
    Salesforce Implementation & OptimizationFuels Distribution & Retail

    Dispatch and Order Automation for Fuels Distribution

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

    May 27, 2026·7 min read

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