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Category: Salesforce Case Studies

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.

Creating a Grant Management System with AI in Salesforce

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Creating a Grant Management System with AI in Salesforce

Overview

The client, a government agency with a high volume of incoming grant funding requests, needed a solution that would help them stay organized, maintain their data, and manage grant applications efficiently. Our team used Salesforce to develop a custom system for vetting grant applications and managing contacts and documents throughout the whole lifecycle of the grants, incorporating cutting-edge AI technology.

Project

The biggest pain points for admins involved in grant applications were centered around saving time, improving efficiency, and maintaining important records. Our team of experienced developers at CloudWave chose to solve these problems by building a fully custom system in Salesforce. Salesforce has versatility for a wide variety of different use cases and can be integrated with hundreds of different external applications as-needed.

In addition to building a straightforward data management system in Salesforce, our team prioritized the latest AI technology to emphasize efficiency. Tools for automation and artificial intelligence built directly into the platform are an essential solution to saving admins time on tedious, repetitive tasks.

First, the CloudWave team designed the grant management system so that applicants can submit their documents and log in to check on the status of their applications, chat with admins, or upload additional documents upon request.

Driver’s License Verification

The first step in the application process to use AI is a driver’s license verification. When a user decides to apply for a grant, the system will prompt them to upload their driver’s license as an image file. From there, the AI technology will scan the license and determine whether or not the identity matches the user’s submitted info. The user can confirm that their identification is correct, or if there is a mismatch they will be prompted to address the discrepancy in their account before proceeding further.

1040 Tax Form Verification

After the driver’s license info has been verified, the system will prompt the user to upload their 1040 tax form to determine whether or not they are eligible for the grant. The system will only allow a user to continue with the application process if the info on their form meets income eligibility requirements.

Form Digitization

Once an applicant has uploaded their driver’s license and 1040 tax form, the AI component will scan the flat documents. The system will lift, transform, and store the information into digital data without the need for manual data entry by an admin. This info is easily accessible to admins under the corresponding applicant’s account with the click of a button, and it can be edited as needed.

5-Point Summary Builder

Each applicant is asked to write a long-form justification as to why they should receive grant funding to finish up the application process. The system AI scans this information and summarizes it into 5 key bullet points for admins to quickly scan and review when approving or denying the funding request.

Grant Management

Once an application has moved through the approval process with a combination of AI checkpoints and human verification, admins can easily access all of the details associated with that account within the Salesforce grant management system. They can see a snapshot of crucial data and reports in the dashboard, access key contact info, review funding programs, and track ongoing funding requests all within one comprehensive system.

Results

  • Custom Grant Management System built in Salesforce where administrators can instantly access reports, records, contact info, and more in organized, user friendly tabs.
  • AI verification tools for applicant driver’s licenses and tax forms that save administrators time and manual effort through automation.
  • AI form digitization that preserves the info from scanned paper records digitally without manual input from admins.
  • AI summary builder that intakes long-form written justifications and transforms them into five easily scannable bullet points for admins to review.
  • These features solve for the pain points, saving time, improving efficiency, and maintaining records while reducing manual effort for admins.

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.

Using MuleSoft API to Provision Salesforce Users from LDAP Directory Services

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Using MuleSoft API to Provision Salesforce Users from LDAP Directory Services

A large government client wanted to automate synchronization of its users from Enterprise Active Directory to multiple Salesforce instances.

The Enterprise Active Directory (EAD) is a shared employee directory for government employees. It enforces security policies and assists with identity management. Our CloudWave team utilized MuleSoft to integrate the EAD with Salesforce and ensure that the data was secure end-to-end.

Cutting Costs with MuleSoft

CloudWave initially developed a proof of concept to demonstrate to IT that MuleSoft can perform user synchronization and also unlock the Active Directory data via API.MuleSoft simplified the architecture by replacing a more complex architecture using Salesforce Identity Connect and IBM CastIron, saving tens of thousands of dollars in the process. While designing this project, CloudWave followed an API First approach to make sure that data gets unlocked and will be easier for consumption by other applications using API to avoid redundant point to point integration.

MuleSoft for Salesforce User Provisioning

CloudWave implemented the project from installation to go-live in 8 weeks. The total scope included installation of MuleSoft at the Company’s data centers, architecture, design, development, testing, and deployment. We also worked closely with MuleSoft architects during the course of the project to make sure we followed best practices of design and implementation. We were able to use MuleSoft connectors such as LDAP Connector, Salesforce Connector, and Message Transformers and quickly build our solution in weeks time.

The new Salesforce User Provisioning module on MuleSoft Runtime gets the user data every 6 hours via API and subsequently adds, removes, or updates the users in multiple Salesforce ORGs. The platform has the ability to provide metrics on API usage, control incoming traffic, throttling, and the ability to look at the application logs through the online console making troubleshooting issues easier. The user data is not only available for this synchronization, but it is consumable by other systems in the company via the API.

CloudWave, a certified MuleSoft partner, helps businesses to get the most out of the MuleSoft platform by delivering industry-wide integration best practices that drive digital transformation and build a better-connected business.

For more information, get in touch with us here.

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.

Real-Time Survey Response Synchronization to Salesforce with MuleSoft for Qualtrics

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Real-Time Survey Response Synchronization to Salesforce with MuleSoft for Qualtrics

Qualtrics is an experience management company that offers a subscription software platform “that the world’s most iconic companies use to close experience gaps and deliver breakthrough results.” The XM Platform makes it simple for any organization to collect, understand, and take action on experience data (X-data) – the beliefs, emotions, and sentiments of customers and employees.

Qualtrics wanted user surveys to immediately synchronize with current Salesforce data so that their clients could access the most up-to-date information about X-data from customers.

Client Needs

Qualtrics needed to be able to push an unlimited number of survey responses to Salesforce. Then, they needed near real-time survey response synchronization to Salesforce objects with the ability to map survey responses to standard or custom objects. Finally, they needed the ability to custom schedule the synchronization between the surveys and salesforce.

CloudWave Solutions

CloudWave has many years of experience utilizing MuleSoft to integrate other platforms with Salesforce. To address the needs at Qualtrics, the CloudWave team built the following solutions:

  • Survey Responses to Salesforce Org Integration – Integrated the Qualtrics survey response platform with Salesforce so that survey responses from a Qualtrics account can be associated with one or many Salesforce Orgs.
  • Synchronization Schedule – Set up a custom schedule to send survey responses from Qualtrics to Salesforce.
  • Survey Response Mapping – Set up survey response mapping that connects Qualtrics survey responses into Salesforce standard or custom objects.
  • Synchronization Status – Now responses are collected after updating Salesforce objects, and their status is updated via email and stored in a file for future reference.

Why MuleSoft for Salesforce Integration

MuleSoft helps to connect people, processes, and data seamlessly. Using MuleSoft enterprises can:

  • Integrate Apps and Systems Quickly
  • Manage the Full API Life Cycle
  • Automate End to End Business Practices
  • Connect and Sync Data Sources
  • Exchange Data Seamlessly with the Partner Ecosystem

MuleSoft’s easy-to-use development environment can increase productivity and lower development cost. It is the best available open-source integration development tool on the market.

CloudWave, a certified MuleSoft partner, helps businesses to get the most out of the MuleSoft iPaaS platform by delivering industry-wide integration best practices that drive digital transformation and build a better-connected business.

CloudWave Salesforce Solutions

Over the years, CloudWave has perfected the skill of developing and delivering end-to-end Salesforce solutions to customers across the globe. With CloudWave on your side, you receive the assurance of working with a Salesforce Consulting Partner who has the expertise and experience to determine your company’s vision, and then design a powerful solution to meet those needs.

For more information, get in touch with us here.