Introducing Clearflight

The compliance app for
sanctions screening in Salesforce

Clearflight screens accounts and contacts when checkpoints are reached, halting the next step until all flags are cleared.  Clearflight’s record management system is built for successful audits – compiling all screening logs, correspondence, and shipping documentation into a single deliverable.
Clearflight's dashboard within Salesforce makes it easy to manage compliance

Main Features

Automate compliance to prevent $1M+ fines

Clearflight’s purposeful design helps compliance teams protect organizations from legal and financial consequences while ensuring sales teams can move quickly and confidently.

Optimal Screening Schedules

Event-driven pre-screens and pre-delivery screens replace daily full database reviews.

Related Account Screenings

Structure accounts your way. Choose which accounts trigger screens of related accounts.

Real-Time Alerts

Receive flagged entity alerts by home-page component, email, pop-up notifications, or case.

Flag Review Management

Optimized review panels show prior screening notes to quickly process false positives.

Pause Sale Until Flags Cleared

Natively embed compliance activities within your process. Prevent accidental product delivery.

Complete Audit Packages

Includes commonly requested records – screening logs, correspondence, shipping docs.

How It Works

Restricted party screening optimized for workflows

We built Clearflight natively on the Salesforce platform to bring compliance screening to where your opportunities and contacts already are.

Step 1

Automatically screen deals at the right stage

Deals are automatically screened at the right stages, ensuring a sale can’t “slip through the cracks” accidentally.

A custom denied party screening checkpoint established in Clearflight for when an opportunity stage reaches commit

Step 2

Prioritize compliance activities and easily capture decisions

Set custom flag priority. For example, mark flags associated with deals ready for signature as needing immediate review.

A screening result in Clearflight for a potential match on a Contact in a Salesforce org
A screening result in Clearflight for a potential match on a Contact in a Salesforce org

Step 2

Prioritize compliance activities and easily capture decisions

Set custom flag priority. For example, mark flags associated with deals ready for signature as needing immediate review.

Step 3

Hold deals until all flags are cleared

Prevent orders from being fulfilled until all related flags have been cleared.

An opportunity being held due to a custom denied party screening checkpoint being triggered in Clearflight

Feature Spotlight

Complete Audit Packages

In our experience, government agencies typically request three types of records as part of a compliance audit:

  • Screening Logs
  • Correspondence History
  • Shipping Documentation

Since Clearflight is built into your CRM, the compliance department can pull all needed records, without waiting on IT.

Preparing an audit package in Clearflight for an account in Salesforce

About Us

The Clearflight Team

Our team is Codeware’s systems development division. We build only when available apps don’t meet our internal needs. We have used Clearflight internally for over a decade.

Codeware develops specialized design software for industries including energy, aerospace, and chemical processing.

Send Us An Email

Contact Us

Let’s discuss integrating compliance into your workflows.

Thanks for reaching out. We’ll be in touch shortly.

The Clearflight Team

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