What you get
- Check high-stakes Flow, Apex, and Agentforce actions before they run
- A proof component on Opportunity, Contract, and Case records with a verify link
- Start in shadow mode, then extend governance across systems via MuleSoft
CRM and customer operations workflows
Beta
Salesforce AppExchange
Check a risky Salesforce action before it executes.
Check consequential Salesforce Flow and Agentforce actions against your rules (allow, escalate or hold) with a proof component right on the record. Extend the same rules to ERP and finance through MuleSoft. Start in Shadow Mode.
Install the managed package and connect from its Setup tab. Salesforce stays your system of record, with one policy across Salesforce, ServiceNow, Microsoft and your downstream systems.
Adapter: AvailableWorkflow: AvailableDocs: Available
Integration scope
- Flow, Apex, and Agentforce wrappers over the Decionis decision check
- A Decision Dossier component and verify link on Opportunity, Contract, Case, and custom records
- A managed package: the Decionis app and its Setup tab, two Flow actions, the dossier component and a permission set
- MuleSoft as the governed rail to ERP and finance
Status: Beta. Documentation pack: docs/marketplace/salesforce
How it works — install to first decision
- 1Install and connect
Install the managed package, open the Decionis app and approve once in Salesforce. Your workspace and its key are set up for you; there is nothing to paste.
- 2Wrap a risky action
Add the check to a Flow, an Apex trigger, or an Agentforce action.
- 3Watch in shadow mode
See the calls on the record before anything is held.
- 4Enforce and verify
Turn on enforcement — each decision drops a verifiable proof component on the record.