Salesforce Discount Approval with Corules Policy Enforcement

Overview

This integration connects Salesforce with Corules's policy enforcement runtime. Your existing Salesforce workflows call Corules's REST API (or MCP server) to enforce policy constraints before any business action completes.

All policy logic stays in Corules — your Salesforce configuration only needs to call the endpoint and route based on the ALLOW / BLOCK / ESCALATE response.

Setup steps

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

Code example

The following snippet shows how to call Corules from Salesforce. Replace YOUR_USE_CASE_ID and YOUR_API_KEY with your tenant credentials.

// 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');

Language: apex

Frequently Asked Questions