In Salesforce, an opportunity is the central record used to track a potential contract throughout the acquisition lifecycle. It holds key details like deadlines, requirements, amounts, and related documents, making it the system of record for pursuing government solicitations. By automatically populating and updating this record, SolicitationAI ensures teams have accurate, complete information without hours of manual data entry.

Using Salesforce’s native AI, SolicitationAI connects to repositories like SharePoint and analyzes RFPs, RFQs, amendments, and related attachments instantly. Users can ask natural-language questions such as:

The agent answers with grounded, source-linked information and can generate or adjust Opportunity records automatically – ensuring accuracy and consistency across the acquisition pipeline.

SolicitationAI also detects changes when new amendments appear, flags discrepancies, and recommends updates, helping teams stay aligned with evolving requirements.

Federal agencies face mounting challenges in managing the OGE Form 450 through outdated, paper-based workflows. Employees struggle with complex instructions and time-consuming manual processes, while reviewers have to juggle stacks of forms, route documents by hand, and chase down corrections. Administrators, meanwhile, lack the visibility and oversight needed to track deadlines, monitor compliance, and balance reviewer workloads across the agency.

These inefficiencies aren’t just frustrating—they introduce compliance risks. With limited transparency into submissions and no centralized reporting, agencies have lower confidence that they are meeting federal ethics standards consistently and on time.

In order to make this tool powerful enough to handle any document input and user-friendly enough for teams with an existing Salesforce database, our team utilized the latest Agentforce technology combined with multiple external LLMs.

DocuAI instantly reads and extracts data from any scanned or uploaded document without any prior training required. Users can upload a form, driver’s license, insurance card, invoice, or any other type of paper record and digitize it for Salesforce Data Cloud. While DocuAI generates an exact match of the fields and input information on the document, it also provides a short summary of the document’s contents so that users can review the most relevant information at a glance.

Once the document information has been generated, DocuAI proceeds to the essential human-in-the-loop verification step. This opportunity for human review ensures that any discrepancies between the original document and the new digital information is adjusted or eliminated before it is stored in the database. Both the fields pulled from the document and the information within them can be edited.

When a user is satisfied with the data’s accuracy, they can generate a report with AI-searchable text. This means that users can ask DocuAI specific questions about the document info, like “What is the group number?” on a health insurance card or “How many units of men’s size medium t-shirts were sold?” on an invoice and it will search through the digitized information to provide a response immediately.

For documents with multiple pages and hundreds of different fields, this saves crucial time for users who need to quickly find and reference specific information. The report, including any custom summarized info, can be downloaded as a PDF directly from the DocuAI app in Salesforce to the user’s computer.

When DocuAI is integrated into a Salesforce org, a window to the application will appear under each existing standard or custom object, like account or contact records. Users can find documents related to that account or contact in a dropdown field and reference any information digitized into a report by DocuAI, making it easy to locate specific data from organizations or personnel.

In order to build a road map to a better future state, CloudWave Salesforce Architects needed to carefully review the current state and establish how the most important elements from each app could be combined into one seamless process for users.

They ultimately decided to merge the two apps into one home page with a singular login and workflow for all properties, only branching off as needed for single award or multiple award lease procurement submissions. This would simplify the process both for property owners as they input building data, and for government employees as they reviewed the information and matched up available properties to leasing contracts.

The 8-month project was broken into 3-week sprints with specific goals for the CloudWave Salesforce Developers to tackle, like updates to the overall workflow for users, menu changes, and UI improvements. The dev team used Salesforce Lightning Web Components to combine the existing property objects in each old application into new objects in the new application – ensuring that historical data would not be lost.

The CloudWave team periodically hosted demos for the government agency to assess progress and ensure the solution was aligned with the end goals for users. As development continued, Quality Assurance teams tested and confirmed functionality for the new app and ensured there were no other disturbances to the Salesforce org.

In order to make the right improvements to the real estate taxes site and transform it into an overall lease management site, CloudWave Salesforce Architects needed to carefully review the current state and understand how it was functioning.

One of the key pain points stemmed from a record-sharing process that required users to request access from admins before any document submission could take place. The system was also only set up for tax document submissions, so there would need to be workflow changes with different options users could select based on the type of document they needed to submit. And finally, the document submissions from this system would ultimately integrate with another external real estate exchange team. The architects and developers needed to ensure the other team’s system was set up to receive new types of documents.

The 8-month project was broken into 3-week sprints with specific goals for the CloudWave Salesforce Developers to tackle, like granting access to submissions without record-sharing and enhancements to the submission process to capture contact info and comments automatically. The team also leveraged Lightning Web Components, Aura Components, Apex Classes to facilitate the functionality for users to search for a lease, save a lease, submit a wider variety of documents related to a lease, and view attachments they have previously submitted.

The CloudWave team periodically hosted demos for the government agency to assess progress and ensure the solution was aligned with the end goals for users. As development continued, Quality Assurance teams tested and confirmed functionality for the new app and ensured there were no other disturbances to the Salesforce org.

First and foremost, we wanted to solve the problem of losing access to crucial Salesforce data after the 15-day window in the recycle bin elapses.

Our team built a system that backs up records as frequently as necessary and stores them for as long as you need them. Users can customize backups in XCavate to only include specific objects and categories so that the storage is allocated to the most important and relevant records. You can choose a specific time to back up your data daily or run an immediate backup on demand. You can also determine how many days each backup will be stored and adjust according to your business needs and cloud storage availability.

XCavate can also back up event log files: the records for actions people took within Salesforce, interacting with objects and features. Since this data is normally only accessible to Salesforce users on an external website for a very limited time, this addition was crucial for improving data security for our client. Within XCavate, you can easily discern which users clicked on objects, shared files, edited text fields, posted or deleted messages in chatter, and more. XCavate can make your logs accessible and auditable at a moment’s notice.

XCavate uses the client’s own elastic backend storage so that each client can manage their data needs accordingly. Using this framework, our team included advanced elastic search capabilities that help users narrow down results and recover the exact records they need more quickly. We call this “digging your data.”