Salesforce Discount Approval with Corules Policy Enforcement

Das Problem

Enforce discount limits inside Salesforce Flow before Opportunity records are updated. Gate 1 returns allowed discount bounds per customer tier. Gate 2 validates the rep's proposed discount before saving.

Einrichtungsschritte

1. 1

   Add a Named Credential in Salesforce Setup for the Corules API endpoint

2. 2

   Create a Screen Flow on Opportunity triggered when Discount_Percent__c changes

3. 3

   Add an HTTP Callout action to POST /v1/validate with the opportunity context and proposed discount

4. 4

   Branch on outcome: ALLOW → save record, ESCALATE → route to manager approval, BLOCK → show error with allowed range

5. 5

   Store the returned audit_id on the Opportunity record for traceability

Codebeispiel

// Salesforce Apex callout to Corules Gate 2
HttpRequest req = new HttpRequest();
req.setEndpoint('callout:Corules/v1/validate');
req.setMethod('POST');
req.setHeader('Content-Type', 'application/json');
req.setHeader('X-Correlation-Id', correlationId);
req.setHeader('X-Idempotency-Key', idempotencyKey);

req.setBody(JSON.serialize(new Map<String, Object>{
  'use_case' => 'discount_approval',
  'actor'    => UserInfo.getUserId(),
  'context'  => new Map<String, Object>{
    'deal_value'      => opp.Amount,
    'discount_pct'    => opp.Discount_Percent__c / 100,
    'customer_tier'   => opp.Account.Tier__c,
    'product_category'=> opp.Product_Category__c
  },
  'decision' => new Map<String, Object>{
    'discount_pct' => opp.Discount_Percent__c / 100
  }
}));

Http http = new Http();
HttpResponse res = http.send(req);
Map<String, Object> body = (Map<String, Object>) JSON.deserializeUntyped(res.getBody());
String outcome = (String) body.get('outcome');

Frequently Asked Questions