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Compliance Agent: AI Contract verification by Cloudgaia

Instantly compare contract terms against your live Salesforce data.

Overview

Instantly cross reference signed PDF contracts with your live Salesforce data to catch costly discrepancies, ensure billing accuracy, and prevent legal risks.

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See How Compliance Agent: AI Contract verification by Cloudgaia Works

  • Automated verification, clear audit summary. No more manual cross- checking between a signed PDF and what is actually live in Salesforce. Compliance Agent replaces hours of comparison with a single, instant summary your team can trust.

  • Actionable insights. Every discrepancy comes with color-coded insights and direct links to the record that needs a fix, so your team can prioritize by severity and act on what matters most first.

  • Zero-code configuration, just configure and use. Set up validation rules through standard Custom Metadata, no developer required, and catch payment terms, SLA, or date mismatches before they turn into revenue leakage or compliance exposure.

The costly gap between signed contracts and Salesforce data creates operational risk. Compliance Agent closes this gap instantly, replacing slow manual checks and freeing your team to focus on growth. Built on Agentforce, the app reads PDF contracts attached to any standard or custom Salesforce object. It compares clauses against your live CRM records and proactively flags mismatches in payment terms, SLAs, and key dates to prevent revenue leakage and compliance exposure. Free to install for any Agentforce-enabled org. Core Business and Technical Features: Native architecture: Built securely on Salesforce using Apex and LWC. Zero code setup: Define validation rules using standard Custom Metadata. Ultimate flexibility: Analyze contracts directly from Accounts, Opportunities, or Custom Objects. Active protection: Catch hidden discrepancies before they impact your bottom line. Actionable results: See color-coded alerts and click direct links to fix errors immediately. Developed by Cloudgaia, a global Salesforce Summit Partner with over 10 years of expertise.

Categories

Business Needs
Sales
Productivity
Finance
Industries
Financial Services
Healthcare & Life Sciences
Professional Services
Personas
Administrator
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Agentforce
Managed Package
Lightning App Builder

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Agentforce
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Revenue Cloud
Financial Services Cloud
Health Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Supported Languages
English

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