Salesforce Quote Approval with Multi-Tier Policy Routing

Le problème

Route Salesforce CPQ quotes through the correct approval chain based on Corules policy — customer segment, quote value, and product type — without maintaining complex approval matrices in Salesforce Process Builder.

Étapes de configuration

1. 1

   Configure Corules use case 'quote_approval' with approval routing parameters (thresholds per segment × value × product)

2. 2

   Add Named Credential for Corules API in Salesforce Setup

3. 3

   In CPQ, add a before-submit Apex trigger that calls Corules Gate 1 to retrieve the required approver level

4. 4

   Map the returned constraint (required_approver_level) to Salesforce Approval Process entry criteria

5. 5

   On approval completion, call Corules Gate 2 to log the final decision with approver identity

Exemple de code

// Gate 1: get required approver level before submitting quote
{
  "use_case": "quote_approval",
  "actor": "{{ SalesUserId }}",
  "context": {
    "quote_value": 185000,
    "customer_segment": "enterprise",
    "product_type": "platform_license",
    "is_existing_customer": true
  }
}

// Response: constraint on required approval level
{
  "constraints": {
    "required_approver_level": "director",
    "max_quote_discount_pct": 0.15,
    "required_legal_review": false
  }
}

Frequently Asked Questions