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Case Study:

Transforming a Petroleum Giant’s Data Operations with Salesforce Data Cloud

Client Overview

A multinational petroleum corporation with operations across North America, Middle East, and Europe

Challenge

With 9+ data centers spread across different geographies, this petroleum company struggled with:

 

  • Fragmented Data Silos: Operational, customer, vendor, and equipment data were stored in different systems (SAP, Oracle, IoT platforms, spreadsheets).

  • No Unified View of Stakeholders: Sales teams lacked a single view of key B2B accounts, contractors, and suppliers.

  • Inefficient Maintenance Scheduling: Preventive maintenance data from IoT sensors wasn’t integrated with CRM.

  • Slow Decision-Making: Leadership relied on outdated reports, missing real-time alerts from field ops.

  • Compliance & Governance Gaps: The company faced strict audits but had no centralized audit trail for data interactions.

Solution Salesforce Data Cloud Implementation by SaaSnic

SaaSnic Technologies deployed Salesforce Data Cloud as the central nervous system of the petroleum company’s digital infrastructure.

Step 1: Integration via MuleSoft

  • Integrated data from 11+ platforms including SAP, field IoT devices, contract management tools, and vendor portals

  • Used MuleSoft to automate API calls and ETL data into Data Cloud

Step 2: Data Unification & Identity Resolution

  • Created real-time data streams to ingest wellhead readings, asset performance data, procurement status, and client engagement logs

  • Configured identity resolution rules to unify accounts, vendors, and field technicians under a common graph

Step 3: AI-Ready Profiles & Insights

  • Built dynamic 360° customer and asset profiles that updated live with IoT sensor feedback

  • Activated Einstein AI to:

    • Predict asset failure risk

    • Recommend spare part orders

    • Trigger alerts for abnormal pressure/temperature

Step 4: Data Activation in Tableau & Service Cloud

  • Delivered dashboards in Tableau for maintenance heads to track field data in real-time

  • Integrated insights into Service Cloud, enabling case auto-routing based on field sensor thresholds

Results Achieved

Metric

Unified Systems

Real-Time Data Availability

Maintenance Efficiency

Decision-Making Speed

Compliance

Outcome

12 legacy platforms unified into 1 data layer

From 2-day delay to real-time updates

27% reduction in unplanned equipment failure

Weekly reports replaced by live dashboards

Full audit trail enabled for 100% of customer & asset interactions

Use Cases Delivered

  • Preventive Maintenance AI Predictive scores for 3000+ assets updated hourly
  • Vendor 360 View Procurement managers view live vendor performance & issue logs
  • Field Staff Optimization Unified data on technician availability, location & skillset
  • Contract Management Alerts generated based on contract expiry or non-compliance
  • Customer Satisfaction Live monitoring of fuel delivery SLAs, complaints & escalations

Why SaaSnic Was the Right Partner

  • 15+ Years Salesforce Experience with Manufacturing & Oil & Gas
  • Proven ability to handle hybrid environments (on-prem + cloud + IoT)
  • Expertise in high-volume, real-time data harmonization
  • Deep knowledge of compliance and data governance in energy sector
  • Cross-functional implementation team: MuleSoft integrators, Data Architects, Tableau experts, and AI modelers