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    Salesforce for Refineries

    We help refinery teams who need better coordination across supply, commercial, and compliance, without chasing documents.

    Contracts and compliance artifacts are scattered; customer updates are inconsistent. Leadership lacks a real-time view of commitments, issues, and status across teams. In refining, precision matters, systems should reduce risk, not create it.

    Refineries run with high complexity and high consequence. Counter Code implements Salesforce as the coordination layer across teams and systems.

    We start by centralize contract + customer interactions. From there we automate approvals and documentation workflows, then enable analytics for visibility and decision velocity.

    WHAT WE BUILD

    Solutions We Build

    Salesforce capabilities tailored for refining.

    SOLUTION 1

    Commercial Account + Contract Workspace (Sales Cloud)

    Standardized deal tracking; stakeholder maps; commitments log.

    SOLUTION 2

    Document + Compliance Hub (Salesforce + Doc Integration)

    Store and relate contracts, certifications, audit trails; renewal reminders.

    SOLUTION 3

    Approvals (Flow)

    Route pricing/terms exceptions; capture decisions and rationale.

    SOLUTION 4

    Integration (MuleSoft)

    Connect ERP, quality/compliance data sources, document repositories; keep master data aligned.

    SOLUTION 5

    Dashboards (CRM Analytics/Tableau)

    Commitments, exceptions, cycle time, issue trends; executive visibility.

    SOLUTION 6

    AI (Einstein)

    Summarize customer interactions and action items; classify compliance-related cases.

    From the blog

    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
    Data & AnalyticsRefining

    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
    AI-Assisted WorkflowsRetail Power

    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
    Managed EnhancementsIndustrial & Manufacturing

    Keeping an Industrial Manufacturer's Org Healthy After Go-Live

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

    Jul 1, 2026·7 min read
    RevOps & Salesforce ArchitectureRenewables

    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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