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Category: Salesforce Case Studies

Modernizing Sales Operations for Da Miano and Graham Through CRM and Business Systems Evaluation

Posted on by Emma Ricuito

Modernizing Sales Operations for Da Miano and Graham Through CRM and Business Systems Evaluation

Improving Visibility, Collaboration, and Long-Term Scalability

Overview

Our client, Da Miano and Graham, is an export management company that serves as the international sales department for manufacturers of fire protection and emergency services products.

As the organization evaluated opportunities to modernize its operations, leadership identified several challenges related to information management, sales visibility, and aging business systems. Customer interactions were primarily managed through email and phone calls, while project files were stored on a shared local server. This made it difficult to maintain a centralized view of customer relationships, sales activities, and business performance.

To address these challenges, CloudWave worked with the client to evaluate technology solutions that could support improved collaboration, greater visibility into sales operations, and future business growth.

CRM Evaluation

One of Da Miano and Graham’s primary goals was to establish a centralized CRM platform that would provide greater visibility into sales activities and customer interactions.

Previously, sales information was often spread across individual inboxes and shared file locations, making it difficult to consistently track conversations, opportunities, and follow-up activities. Leadership also wanted improved insight into pipeline activity and forecasting.

CloudWave worked with the Da Miano and Graham team to evaluate CRM options and identify an approach that aligned with both immediate business needs and long-term objectives. Rather than attempting to transform every process at once, the client chose to explore a phased strategy focused on improving visibility, standardizing information management, and supporting user adoption.

Results and Next Steps

Through this engagement, CloudWave helped the client assess its current environment, identify modernization priorities, and establish a roadmap for future technology investments.

CloudWave also integrated Microsoft Outlook with Salesforce, helping connect customer communications with CRM records. By associating email activity with customer and opportunity information, the organization gained a more centralized view of sales interactions and relationship management activities.

In addition, CloudWave integrated RingCentral with Salesforce to automatically capture call activity, including call logs and notes. This helped ensure important customer conversations were documented within the CRM and available alongside other sales and customer information.

By taking a phased approach to CRM adoption and business systems modernization, Da Miano and Graham is better positioned to improve visibility, support collaboration, and prepare for future operational needs.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm at the forefront of cloud innovation, with a specialized focus on AI solutions that drive automation, productivity, and smarter decision-making across industries. We deliver end-to-end technology services – from architecture and development to integration and optimization – with deep expertise in Creatio, AI/ML, and next-generation cloud platforms (SaaS, PaaS, IaaS).

Since 2012, CloudWave has been a trusted partner to federal agencies and commercial enterprises, delivering secure, scalable, and cost-effective solutions in both classified and unclassified environments. Our AI-forward approach blends advanced analytics, intelligent automation, and enterprise cloud strategy to help clients modernize operations and accelerate digital transformation.

With over 30 years of combined experience in designing and managing complex, compliant systems, the CloudWave team brings a proven track record of innovation, execution, and impact – from Washington, D.C. to global markets. For more information, get in touch with us here.

Streamlining Hiring Processes with AI-Enhanced Salesforce Integration

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Streamlining Hiring Processes with AI-Enhanced Salesforce Integration

Hiring teams can face an overwhelming amount of manual work like writing job descriptions from scratch, reviewing resumes line-by-line, and trying to keep track of applicants across inconsistent workflows. These tasks slow down recruiting cycles and create delays that frustrate both hiring managers and candidates.

CloudWave’s Salesforce-based Recruitment App was built to streamline this entire process. Designed for both government agencies and private-sector organizations, the app brings AI into every key stage of recruitment from creating a job opening to reviewing applicants and generating reporting insights.

A Solution for Better Hiring: CloudWave’s AI-Driven Recruitment App

CloudWave has utilized Salesforce to create a full, intelligent hiring workspace. Every major step – job creation, application submission, evaluation, and reporting – is supported by tightly integrated AI features that remove manual work and improve decision-making.

1. AI-Assisted Job Creation

HR users and hiring managers can create new job openings in minutes. An embedded AI agent automatically generates the description, responsibilities, and required qualifications based on the job title. Users can refine the content using AI suggestions or make manual edits. A built-in approval workflow then routes the posting to the correct department approver before it goes live.

2. Smart Editing With AI Field Generation

During the approval process, managers can continue refining the job opening using “field generation.” This allows users to ask the AI to adjust or rewrite any descriptive text – such as responsibilities or qualifications – without needing to recreate content from scratch, ensuring job details stay accurate and up to date.

3. Resume Upload & Auto-Populated Applications

Candidates apply through a branded experience site where published job openings appear automatically. Once applicants upload a PDF résumé, the AI parses the document and fills in the application record with key details, including education, certifications, strengths, skills, and work history. Applicants can then review the extracted information, make updates, and submit the application with a single click. This eliminates manual data entry for both candidates and hiring teams, creating a streamlined, user-friendly process.

4. Automated AI Review & Scoring

When an application is submitted, the system automatically initiates an AI-driven review. The AI compares the applicant’s background against the requirements defined on the job opening and generates a review record that includes education, experience, and résumé-based scores. Each score comes with a brief explanation so reviewers can understand exactly why the system rated the candidate a certain way. Hiring teams can immediately identify top candidates without sorting through every application manually, and they can also trigger the review process manually if needed.

5. Recruitment Reporting & Insights

The app includes a suite of reports that give hiring managers full visibility into the pipeline. Dashboards show job openings by status, applicant experience scores, open positions by department, and total applications per job. These insights help teams monitor recruiting activity, pinpoint delays in the hiring flow, and make better-informed staffing decisions.

Results & Impact

CloudWave’s Recruitment App replaces previously manual recruitment steps with guided, AI-driven workflows that reduce effort and improve consistency.

Organizations benefit from:

  • Faster job creation and approval cycles
  • Higher-quality, standardized job postings
  • Streamlined candidate experience
  • Objective, AI-backed applicant evaluations
  • Real-time reporting for better workforce planning

Because the app is built directly on Salesforce, it integrates seamlessly with existing data and processes, meaning no additional systems or complex middleware is required.

CloudWave’s AI-Powered Recruitment App brings efficiency, clarity, and intelligence to recruitment teams that are often stretched thin. By embedding AI across the entire workflow, the application shortens hiring timelines, improves the experience for applicants and managers, and gives organizations a modern, scalable hiring process on a platform they already trust.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm specializing in AI, automation, low-code development, and secure cloud transformation. With deep expertise in platforms like Salesforce, Creatio, Microsoft, and more, CloudWave helps public and private organizations modernize operations, enhance compliance, and improve efficiency through trusted, human-centered technology solutions. For more information, get in touch with us here.

Document Workflow: Turning Healthcare Paperwork Into Actionable Data in Salesforce

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Document Workflow: Turning Healthcare Paperwork Into Actionable Data in Salesforce

Operational staff and healthcare teams depend on fast, accurate access to information buried inside clinical reports, imaging summaries, lab documents, and medical equipment records. Yet most of this data arrives as unstructured PDFs, images, or multi-page reports that clinicians, analysts, or compliance teams must analyze manually. This slows decision-making, increases administrative burden, and creates risks when critical findings are missed.

CloudWave’s Document Workflow Agent, built on Salesforce Agentforce, automates this entire process. The agent reads any uploaded healthcare document – PDFs, images, text files – and instantly extracts key insights, highlights abnormalities, and converts the content into structured formats with full traceability. These capabilities also extend beyond healthcare, supporting any organization that needs to standardize and operationalize information from unstructured documents.

How Document Workflow Works

Using Salesforce-native multimodal AI, the agent accepts clinical narratives, imaging results, specialist reports, certifications, scanned documents, and more. Users can upload a file and ask questions such as:

  • “Summarize the key findings in this report.”
  • “Highlight any abnormal results in this file.”
  • “Extract the diagnosis, impressions, and recommendations.”
  • “Standardize this document into structured data.”
  • “Show the alignment mapping linking standardized text back to the original document.”

The agent produces:

  • A clear, AI-generated summary.
  • Highlighted abnormal or critical findings.
  • A structured JSON version of the data.
  • A markdown or “clinical English” standardized document.
  • Visual alignment mapping that shows exactly where each extracted detail came from.
  • Output ready for dashboards, analytics, and downstream workflows.

These outputs are fully traceable to the original document, ensuring confidence, transparency, and audit readiness.

By centralizing document analysis inside Salesforce, the Document Workflow Agent gives healthcare organizations a single, reliable source of truth for clinical and operational documentation. Instead of juggling PDFs, imaging files, and scanned reports across multiple systems, teams can review standardized outputs, verify findings, and push structured data directly into downstream workflows.

This not only accelerates administrative processes but also improves collaboration between clinicians, analysts, compliance staff, and operational teams who rely on consistent, searchable information to make timely decisions.

Key Features

  • Instant document analysis for PDFs, images, and text.
  • Multiple standardized output formats: JSON, markdown, clinical-English summaries.
  • Visual highlighting for fast review of abnormalities or critical content.
  • Precise source grounding that maps every extracted detail to exact document locations.
  • Semantic alignment to ensure consistency across all generated versions.
  • Integration with Salesforce dashboards using structured insights.
  • Significant time savings for clinicians and operational staff.

Results for Healthcare and other Organizations

  • Multiple hours of manual document review reduced to minutes.
  • Fewer overlooked findings thanks to automated highlighting.
  • Consistent, structured data ready for dashboards and automation.
  • Improved compliance readiness with traceable audit trails.
  • Faster clinical and operational decisions.
  • Reduced workload for clinicians, analysts, and compliance teams.

By transforming unstructured documents into structured, searchable data, the Document Workflow Agent helps organizations operate with greater speed, accuracy, and consistency.

Clinicians and operational teams can spend less time digging through reports and more time focusing on patient care and critical decision-making. These efficiencies strengthen day-to-day operations and support a more reliable, data-driven healthcare environment.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm specializing in AI, automation, low-code development, and secure cloud transformation. With deep expertise in platforms like Salesforce, Creatio, Microsoft, and more, CloudWave helps public and private organizations modernize operations, enhance compliance, and improve efficiency through trusted, human-centered technology solutions. For more information, get in touch with us here.

Healthcare Compliance Assistant: Automating Medical Equipment Management in Salesforce

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Healthcare Compliance Assistant: Automating Medical Equipment Management in Salesforce

Hospitals and healthcare organizations face constant pressure to maintain regulatory compliance across medical equipment – from FDA certifications and Joint Commission standards to safety inspections and renewal deadlines. But documentation is often scattered, manually reviewed, and difficult to keep up with.

Compliance officers and facility managers spend hours reviewing equipment files, tracking expiration dates in spreadsheets, and verifying requirements across multiple systems. This creates operational strain, increases the risk of missed certifications, and exposes organizations to potential penalties when documentation isn’t up to date.

CloudWave’s Healthcare Compliance Assistant, built on Salesforce Agentforce, removes this manual burden. The agent reviews equipment documentation, identifies regulatory status, flags upcoming expirations, and generates audit-ready compliance reports – all directly within Salesforce.

How the Healthcare Compliance Assistant Works

The agent analyzes attached documents and equipment records in Salesforce, providing fast, accurate answers to compliance questions that would otherwise require extensive manual review.

Users can ask natural-language questions such as:

  • “When does our MRI certification expire?”
  • “Generate a compliance report for this device.”
  • “What are our radiation safety protocols for this CT scanner?”
  • “Show me certification expirations across all facilities.”

The agent reads the supporting documentation, extracts key compliance information, highlights risks, and returns structured, traceable insight. It can also generate device-specific or enterprise-wide compliance summaries, helping teams stay ready for inspections and audits.

Key Features

  • Case-specific insights for individual medical devices.
  • Automated extraction of certification dates, regulatory status, and safety requirements.
  • Enterprise-wide compliance analysis across facilities or equipment categories.
  • Natural-language answers grounded in source documentation.
  • Audit-ready compliance summaries generated directly in Salesforce.
  • Alerts on upcoming expirations to prevent lapses.
  • Seamless integration with existing equipment records and workflows.

Results for Healthcare Organizations

  • Reduced compliance risk through proactive expiration tracking.
  • Significant time savings from automated document review.
  • Simplified audit preparation with ready-to-download reports.
  • Centralized visibility into compliance status across the organization.
  • Faster decision-making for compliance officers and facility managers.
  • Improved operational readiness for critical equipment.

By automating the review of regulatory documentation and certification data, the Healthcare Compliance Assistant helps organizations stay ahead of compliance risks, reduce administrative workload, and maintain full readiness for audits. Compliance officers and facility managers can focus on higher-value oversight while relying on accurate, up-to-date insights that support safer, more efficient operations across various pieces of equipment.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm specializing in AI, automation, low-code development, and secure cloud transformation. With deep expertise in platforms like Salesforce, Creatio, Microsoft, and more, CloudWave helps public and private organizations modernize operations, enhance compliance, and improve efficiency through trusted, human-centered technology solutions. For more information, get in touch with us here.

SolicitationAI: Automating Federal Solicitation Review in Salesforce

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SolicitationAI: Automating Federal Solicitation Review in Salesforce

For government contracting teams, reviewing solicitations is one of the most time-consuming and error-prone parts of the job. Teams spend hours digging through PDFs, copying information into Salesforce, searching across scattered systems, and trying to keep deadlines and requirements consistent. These manual processes often lead to missed details, inconsistent Opportunity records, and lost time that could be spent on strategy.

CloudWave built SolicitationAI, a Salesforce Agentforce solution that eliminates this workload. Instead of manually reading through every document, users simply ask the agent. It searches the organization’s document library, extracts the key details, and can automatically create or update Salesforce Opportunities – reducing hours of effort to just minutes.

How SolicitationAI Works

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:

  • “What are the requirements for solicitation 140P8625Q0014?”
  • “What’s the deadline?”
  • “Compare solicitation 140P8625Q0014 with W91QF525RA021.”
  • “Create an Opportunity for this solicitation.”
  • “Validate this Opportunity and apply recommended changes.”

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.

Key Features

  • Natural-language search across all solicitation documents.
  • Automatic extraction of deadlines, requirements, and key details.
  • One-click creation or updating of Salesforce Opportunities.
  • Comparison between solicitations.
  • Validation of existing Opportunities with recommended changes.
  • Full traceability back to the original document.
  • Works with any document repository.

Results for Government Contracting Teams

  • Multiple hours reduced to minutes for each solicitation.
  • Faster bid/no-bid decisions.
  • More consistent and accurate Salesforce records.
  • Fewer missed deadlines and overlooked requirements.
  • Significant reduction in administrative burden.

By automating the most time-consuming parts of solicitation review, SolicitationAI gives teams the ability to move faster, stay more accurate, and respond to opportunities with greater confidence. Agencies can reallocate staff time toward higher-value analysis and strategy, reduce the risk of missed requirements, and ensure every solicitation is handled with the consistency that mission-critical procurement demands.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm specializing in AI, automation, low-code development, and secure cloud transformation. With deep expertise in platforms like Salesforce, Creatio, Microsoft, and more, CloudWave helps public and private organizations modernize operations, enhance compliance, and improve efficiency through trusted, human-centered technology solutions. For more information, get in touch with us here.

FinDisclose: Modernizing Federal Financial Disclosure with AI

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FinDisclose: Modernizing Federal Financial Disclosure with AI

From Paper Burden to Secure Digital Compliance

For years, federal agencies have relied on paper-based workflows to manage the OGE Form 450 Confidential Financial Disclosure Report. While essential for maintaining federal ethics standards, the process is slow, manual, and prone to errors. Employees face complicated forms and limited guidance, reviewers are overwhelmed by paperwork, and administrators lack visibility into agency-wide compliance.

To overcome these challenges, CloudWave designed FinDisclose a secure, web-based disclosure management system built on the Creatio platform. The result is a modern, user-friendly application that replaces paper with digital workflows, streamlines review and approval, and delivers real-time compliance oversight.

The Challenge

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.

The Solution

FinDisclosure was developed using Creatio’s no-code/low-code Freedom UI, enabling rapid configuration of workflows, forms, and reporting dashboards. The solution replaced outdated paper submissions with a role-based, digital system accessible to filers, reviewers, and administrators.

This application serves as the official channel for designated employees, including both annual filers and new entrants, to report their financial interests and outside affiliations in accordance with federal ethics regulations. It provides a guided, step-by-step form interface that reflects the structure of the original OGE Form 450, while enhancing the process with built-in validations, conditional logic, and real-time feedback. The system automates the routing of forms, supports efficient review and approval workflows, and ensures full compliance with the standards required by federal ethics programs.

Key Features:

For Filers

  • Guided digital form with dynamic sections that appear only when relevant.
  • Built-in validations, deadline reminders, and status tracking. (Draft, Submitted, Returned, Approved)
  • AI-driven pre-population of annual filings based on prior submissions for faster, more accurate reporting.

For Reviewers

  • Automated routing of reports to designated reviewers.
  • In-app approval tools and feedback loops for efficient corrections and resubmission.
  • Digital sign-off for audit-ready records.

For Administrators

  • Real-time dashboards to track submissions, overdue reports, and reviewer workload.
  • Role-based access ensuring secure data handling.
  • Bulk onboarding and communication tools to notify employees of filing requirements.

The Impact

With FinDisclose, the agencies can transform a burdensome paper process into a streamlined, modern compliance program. Employees can complete their forms faster and with fewer errors thanks to guided digital workflows and AI-driven pre-population. Reviewers can save time with automated routing, built-in feedback loops, and audit-ready digital approvals, ensuring accuracy without the administrative overhead.

For administrators, the new compliance dashboards and analytics provide something they never had before: real-time visibility into filing progress across the agency. Missed deadlines and incomplete submissions are no longer hidden until it’s too late—leaders can monitor compliance at a glance, reassign workload as needed, and act proactively to keep the program on track.

The result is a program that is more efficient, more transparent, and more reliable. By replacing paper with a secure, digital-first solution, agencies can reduced risk and create a smoother, more user-friendly experience for every stakeholder involved.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm at the forefront of cloud innovation, with a specialized focus on Salesforce AI solutions that drive automation, productivity, and smarter decision-making across industries. We deliver end-to-end technology services — from architecture and development to integration and optimization — with deep expertise in Salesforce, AI/ML, and next-generation cloud platforms (SaaS, PaaS, IaaS).

Since 2012, CloudWave has been a trusted partner to federal agencies and commercial enterprises, delivering secure, scalable, and cost-effective solutions in both classified and unclassified environments. Our AI-forward approach blends advanced analytics, intelligent automation, and enterprise cloud strategy to help clients modernize operations and accelerate digital transformation.

With over 30 years of combined experience in designing and managing complex, compliant systems, the CloudWave team brings a proven track record of innovation, execution, and impact — from Washington, D.C. to global markets.

For more information, get in touch with us here.

DocuAI: Creating an AI Document Processing Solution in Salesforce

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DocuAI: Creating an AI Document Processing Solution in Salesforce

Solving Manual Data Entry

Many organizations still rely on paper-based forms and scanned documents to capture critical customer or operational data. Translating that information into digital systems — especially into CRMs like Salesforce — is often a slow, error-prone process.

To eliminate manual data entry and streamline operations, CloudWave developed an AI-powered document processing solution using Salesforce Agentforce. This intelligent tool reads scanned or uploaded documents and automatically converts them into structured Salesforce data — dramatically accelerating workflows and increasing data accuracy across the organization.

DocuAI Features

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.

Results for End Users

  • Automated document scanning and data extraction using Salesforce Agentforce — no prior document training required.

  • Seamless conversion of scanned files into editable Salesforce data.

  • Multi-page document handling with support for complex forms and high-volume data fields.

  • AI-generated document summaries for quick, at-a-glance understanding.

  • Human-in-the-loop verification to review and edit extracted data before final submission.

  • AI-powered search within digitized reports, enabling users to ask questions about the document and receive instant answers.

  • Downloadable PDF reports with custom summaries.

  • Native Salesforce integration, with DocuAI accessible directly from account and contact records.

  • Improved data accuracy, faster workflows, and reduced manual workload for any team managing document-heavy processes.

About CloudWave

CloudWave Inc. is a Virginia-based IT consulting firm at the forefront of cloud innovation, with a specialized focus on Salesforce AI solutions that drive automation, productivity, and smarter decision-making across industries. We deliver end-to-end technology services — from architecture and development to integration and optimization — with deep expertise in Salesforce, AI/ML, and next-generation cloud platforms (SaaS, PaaS, IaaS).

Since 2012, CloudWave has been a trusted partner to federal agencies and commercial enterprises, delivering secure, scalable, and cost-effective solutions in both classified and unclassified environments. Our AI-forward approach blends advanced analytics, intelligent automation, and enterprise cloud strategy to help clients modernize operations and accelerate digital transformation.

With over 30 years of combined experience in designing and managing complex, compliant systems, the CloudWave team brings a proven track record of innovation, execution, and impact — from Washington, D.C. to global markets.

For more information, get in touch with us here.

Merging Government Leasing Apps in Salesforce

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Merging Government Leasing Apps in Salesforce

Overview

Our client, a government agency that manages federal real estate, offers leasing contracts with the United States Government to private property owners.

Historically, they used two different digital applications to handle single award lease procurement (contracts with specifications for a particular space) and multiple award lease procurement (which allows the market to compete for multiple federal leases via a single offer). It wasn’t possible to share information about available properties between the two apps, which meant that property owners had to register login info on two different websites and complete the process for submitting their building specs twice for every property.

In an effort to improve customer experience on their website and streamline the submission process for property owners, the agency hired CloudWave to combine these two different applications into one central framework in Salesforce. Here’s how our team tackled the challenge.

Project

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.

Results

  • Only one site login for property owners.
  • Integrated the functionality of each app into one singular site.
  • Data and workflows from each app successfully combined to reduce manual effort inputting building specs.
  • Site smart enough to determine the pages and workflow style the user needs to fill out for single award lease procurement vs. multiple award lease procurement and populate accordingly.
  • Ability to replicate building information across multiple offers, whether they are single or multiple lease procurement.
  • Old Salesforce components transitioned to new Lightning Web Components.
  • Updated branding to reflect the new application.
  • Updated URLs, contact details, menu options, and UI formatting to improve overall user experience.

About CloudWave

CloudWave Inc. is an information technology consulting firm based in Virginia that provides end to end services from architecture to development in niche cutting-edge cloud technologies. CloudWave specializes in application development, integration, and cloud offerings – SaaS, PaaS, IaS, machine learning/artificial intelligence, analytics/business intelligence, microservices, and enterprise document management. Since 2012, the company has developed classified/unclassified, innovative, cost-saving, low-risk solutions to federal and commercial customers both within the United States and globally. The team has more than 30 years of exceptional systems and architectures experience managing complex and compliant projects.

CloudWave has successfully integrated Smartsheet with Salesforce, MuleSoft, Google Cloud, Azure, Jira, Hubspot, and more so that our clients can have real-time access to all relevant information across multiple systems.

With CloudWave on your side, you can feel peace of mind knowing that you are working with an official Smartsheet platinum Partner. Our team has the expertise and experience to determine your organization’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.

Improving Document Management with Salesforce

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Improving Document Management with Salesforce

Overview

Our client, a government agency that manages federal real estate, offers leasing contracts with the United States Government to private property owners. These contracts naturally require many different types of documentation and paperwork.

With disparate filing systems for different types of documents, there was plenty of room for human error and decreased efficiency when federal agents needed to access and reference records for the leasing contracts.

In an effort to improve document management for everyone, the agency hired CloudWave to update the website and accompanying Salesforce org used for real estate taxes to include other key documents and offer an easier submission process for property owners. Here’s how our team tackled the challenge.

Project

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.

Results

  • Users can not only upload real estate tax documents, but also change of ownership, novation, lab test documents, small business subcontracting, and more into one comprehensive site. 
  • The lease management site works in tandem with the real estate exchange team without any errors or disruptions.
  • There is no longer the need for record sharing before uploading documents on appropriate leases. 
  • Users can instantly search for their records and save frequently-used documents to a list.
  • UI improvements to the lease management system: an updated navigation menu, a new resources page, and updated workflows.

About CloudWave

CloudWave Inc. is an information technology consulting firm based in Virginia that provides end to end services from architecture to development in niche cutting-edge cloud technologies. CloudWave specializes in application development, integration, and cloud offerings – SaaS, PaaS, IaS, machine learning/artificial intelligence, analytics/business intelligence, microservices, and enterprise document management. Since 2012, the company has developed classified/unclassified, innovative, cost-saving, low-risk solutions to federal and commercial customers both within the United States and globally. The team has more than 30 years of exceptional systems and architectures experience managing complex and compliant projects.

CloudWave has successfully integrated Smartsheet with Salesforce, MuleSoft, Google Cloud, Azure, Jira, Hubspot, and more so that our clients can have real-time access to all relevant information across multiple systems.

With CloudWave on your side, you can feel peace of mind knowing that you are working with an official Smartsheet platinum Partner. Our team has the expertise and experience to determine your organization’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.

XCavate: Creating a Searchable Backup of Salesforce Records

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XCavate: Creating a Searchable Backup of Salesforce Records

Overview

Salesforce admins and developers are all too familiar with the limitations of traditional Salesforce backups. When Salesforce records are deleted, they stay in the recycle bin for 15 days. After that time period elapses, they are gone permanently.

There are so many scenarios where data can be accidentally deleted or compromised: an HR professional accidentally deletes an employee’s record, the integration of a new accounting app overwrites critical data about last year’s earnings, or someone in the IT department delpoys untested code and it breaks something in the org.

Our team at CloudWave developed a solution called XCavate so that one of our long-term Salesforce clients could always recover lost records and easily search for the specific information they needed. Then, we made this technology available to other Salesforce users in AppExchange.

Project

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.”

Results

XCavate is available now in the Salesforce AppExchange.

Key Features Include:

  • Scheduled and On-demand Backups: Customize the objects or event log types you need to back up and schedule for any day or time.
  • Backups Available 24/7: Access your data instantly without any complicated requests!
  • Backups Without Limits: No time or data size limits.
  • Permanent Retention of All Logs: Find out who did what within your Salesforce event logs, dating back as far as you need.
  • Advanced Search Capabilities: Search by object or event type, file name, time period, and more to help you recover your records faster.

About CloudWave

CloudWave Inc. is an information technology consulting firm based in Virginia that provides end to end services from architecture to development in niche cutting-edge cloud technologies. CloudWave specializes in application development, integration, and cloud offerings – SaaS, PaaS, IaS, machine learning/artificial intelligence, analytics/business intelligence, microservices, and enterprise document management. Since 2012, the company has developed classified/unclassified, innovative, cost-saving, low-risk solutions to federal and commercial customers both within the United States and globally. The team has more than 30 years of exceptional systems and architectures experience managing complex and compliant projects.

CloudWave has successfully integrated Smartsheet with Salesforce, MuleSoft, Google Cloud, Azure, Jira, Hubspot, and more so that our clients can have real-time access to all relevant information across multiple systems.

With CloudWave on your side, you can feel peace of mind knowing that you are working with an official Smartsheet platinum Partner. Our team has the expertise and experience to determine your organization’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.