Skip to main content

Salesforce for Upstream Teams

We help upstream commercial, operations, and leadership teams who are tired of living in inboxes and spreadsheets.

Today, deal details are scattered across email threads, Excel models, and shared drives. Pipeline and status updates can't be trusted, so forecasts become "best guesses", and in upstream, the cost of misalignment is real: missed windows, rework, and lost credibility.

Upstream moves fast and teams are lean, so you need systems that reduce friction rather than add admin. Counter Code designs Salesforce solutions built for energy workflows, connecting CRM, data, and automation so your teams execute with clarity.

We start by mapping your upstream deal and ops motion across land, commercial, ops, and JV touchpoints. From there we implement Salesforce workflows and integrations for clean handoffs and a single system of record, then operationalize reporting and AI insights, so you get forecasting you can defend.

WHAT WE BUILD

Solutions We Build

Salesforce capabilities tailored for upstream energy.

SOLUTION 1

Commercial Deal Room in Salesforce (Sales Cloud)

Opportunity stages aligned to upstream milestones; stakeholder tracking; approval routing; required data gates.

SOLUTION 2

JV / Partner Collaboration (Experience Cloud)

Secure portals for sharing updates, documents, and milestone status; controlled visibility by partner.

SOLUTION 3

Approvals + Governance (Flow + CPQ)

Automate commercial approvals (terms, pricing, risk); reduce "special handling."

SOLUTION 4

Integrated Data (MuleSoft)

Connect Salesforce with ERP/accounting, document repositories, and operational systems; sync key customer + contract data.

SOLUTION 5

Leadership Dashboards (CRM Analytics/Tableau)

Pipeline by basin/asset/team; cycle time; win/loss reasons; deal slippage analysis.

SOLUTION 6

AI Assist (Einstein)

Meeting + email summarization into opportunity notes; next-step suggestions; classification of inbound requests.

From the blog

RevOps & Salesforce ArchitectureRenewables

Managing Renewables Project Pipelines in Salesforce

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

Jul 17, 2026·7 min read
Data & AnalyticsRefining

Reporting Margin Across Refining Operations

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

Jul 17, 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.

Jul 17, 2026·7 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 17, 2026·8 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.

Jul 17, 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.

Jul 17, 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 17, 2026·7 min read

Related energy sectors

Energy Overview

Unify commercial pipeline with contract workflows.

Read More about Midstream

Track jobs end-to-end, from quote to invoice.

Read More about Oilfield Services

Align supply, commercial, and compliance.

Read More about Refining