Top 5 Salesforce Use Cases for Refineries

Refineries operate in a high-pressure environment where safety, compliance, and uptime are critical. Salesforce helps digitize and streamline service operations.

Here are the top 5 use cases for refineries.

 

Use Case 1: Compliance & Safety Automation

  • Automated compliance reporting.
  • Digital audit-ready records.
  • Escalations for safety-critical incidents.

 

Use Case 2: SLA & Contract Management

  • Automated SLA timers for service contracts.
  • Escalations before penalties apply.
  • Dashboards for SLA visibility across plants.

 

Use Case 3: Predictive IoT Maintenance

  • IoT sensors detect anomalies in pumps, valves, compressors.
  • Auto-create cases for proactive servicing.
  • FSL dispatch ensures compliance-certified technicians handle jobs.

 

Use Case 4: Incident Reporting Portals

  • Dealers, distributors, and contractors log cases via Experience Cloud.
  • Transparent incident tracking reduces risks.

 

Use Case 5: Service Analytics

  • Real-time dashboards on downtime incidents.
  • Predictive analytics for asset performance.
  • SLA breach analysis for leadership.

 

Example

An oil refinery used Salesforce SLA dashboards. SLA breaches reduced by 25%, compliance audit prep time cut by 45%.

 

Why Perigeon?

  • Salesforce Partner with oil & gas experience.
  • Experts in predictive maintenance + safety compliance workflows.

📩 Talk to Perigeon to implement Salesforce for refinery operations.

Let’s Create Impact Through Innovation.

Partner with Perigeon Software to turn bold ideas into scalable digital solutions.

Let’s Create Impact Through Innovation.

Partner with Perigeon Software to turn bold ideas into scalable digital solutions.

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