Decision Rule Engine
Automate Decisions That Slow You Down
Take the stress out of complex decisions with a simple, automated engine built for everyday Salesforce users. Our AI decision-making boosts Salesforce automation, replaces clunky workflow rules in Salesforce, and turns your data into quick, accurate results with no coding.
Turn Complex Logic Into Hands-Off Decisions
The engine takes your most complicated rules and runs them quietly in the background, turning raw Salesforce data into clear, consistent outcomes. With real-time checks and flexible conditions, you get fast answers without manual reviews or guesswork. It feels less like “another tool” and more like a smart teammate living inside your org.
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Update Rules Fast Without Touching Code
When your policies change, your system shouldn’t drag behind. The Decision Rule Engine lets you tweak logic with a simple, point-and-click builder, no SDLC queue or dev handoff required. You stay in control of the process and ship changes the same day, not the next release cycle.
Seamlessly Power the Salesforce Automation You Already Use
Instead of replacing what you have, the engine plugs straight into your existing setup. You can call it from Flow, Process Builder, or Apex, and let it drive actions like updates, emails, or tasks. Decisions can fire instantly on record changes or on a schedule, depending on how you like to run your Salesforce automation.
Stay Safe, Compliant, and Fully in Control
Every decision happens inside Salesforce, so sensitive data never leaves your trusted stack. You also get full visibility into what ran, when, and why, plus alerts when something doesn’t behave as expected. That makes life easier for admins, auditors, and anyone who has ever had to explain a decision to a regulator or customer.
Confidently Handle High-Volume and Credit Decisions
Whether you are screening tenants, scoring leads, or approving loans, the engine is built to handle heavy workloads without slowing down. It scales with your data and business complexity, making it a solid fit for risk and credit workflows that can’t afford delays or mistakes.
Seeing Real Results Before You Commit
On average, teams using our engine cut down nearly half of manual review steps in their workflows, freeing you to focus on strategy, not micromanagement.
Decisions that used to take minutes are now handled in seconds, making your sales, credit or approval workflows move at real-time speed.
By automating logic and using consistent rules, many clients see error rates drop by over half, leading to fewer reworks and happier customers.
With no heavy engineering updates, fewer manual interventions and simpler maintenance, businesses often see a third less cost over the solution’s lifecycle.
Why Teams Love Using the Decision Rule Engine
Automating decisions with Salesforce automation helps reduce manual work, lower operational costs, and keep accuracy high, so you get more done without extra effort.
Once your AI decision-making rules are set, every department follows the same logic, preventing conflicting outcomes and keeping your Salesforce workflow predictable.
You can launch powerful AI decisioning fast without heavy setup. Most teams configure rules quickly and start running automated logic the same day.
The engine works smoothly with existing Salesforce automation tools, so you don’t have to rebuild workflows or rethink your entire system to level up automation.
Whether you process hundreds or thousands of decisions, the platform handles growth easily, keeping your automation in Salesforce fast, stable, and reliable.
With a reliable credit decision engine and flexible credit rules engine logic, you can handle complex approvals and risk checks confidently and consistently inside Salesforce.
Automating decisions with Salesforce automation helps reduce manual work, lower operational costs, and keep accuracy high, so you get more done without extra effort.
The engine works smoothly with existing Salesforce automation tools, so you don’t have to rebuild workflows or rethink your entire system to level up automation.
Once your AI decision-making rules are set, every department follows the same logic, preventing conflicting outcomes and keeping your Salesforce workflow predictable.
Whether you process hundreds or thousands of decisions, the platform handles growth easily, keeping your automation in Salesforce fast, stable, and reliable.
You can launch powerful AI decisioning fast without heavy setup. Most teams configure rules quickly and start running automated logic the same day.
With a reliable credit decision engine and flexible credit rules engine logic, you can handle complex approvals and risk checks confidently and consistently inside Salesforce.
Frequently Asked Questions
Can I still use my existing Salesforce tools like Flow or Apex, while also using this engine?
Yes. The Decision Rule Engine was created to add to your current automation, not replace it. The engine can be used by itself; however, you can also trigger the engine from your existing automation tools, including Flow, Process Builder, or Apex, and have the engine return its results to your existing Salesforce automation tools, helping improve what you currently do.
How does this compare to the standard Flow and workflow rules in Salesforce?
In general, traditional workflow rules in Salesforce allow only for relatively simple conditional changes to fields and only for single step automation. The Decision Rule Engine is much more powerful than this, allowing for multi-object evaluations, chained logic, and even AI to be used to support intelligent credit approvals, eligibility scores, and risk classifications in real time.
Does any data leave Salesforce during processing?
No. All processing of decisions is completed solely within Salesforce, therefore all customer and financial data will remain secure in the company's CRM system at all times. This allows for complete data security and compliance with the company's IT Risk Management Policies, Governance Requirements, and Regulatory Compliance.
How long does it take to get a decision after a rule is activated?
Decisions made by the Decision Rule Engine are made in real-time, typically in under a millisecond after the conditions for the rule have been met. This makes the Decision Rule Engine particularly useful for applications where there are short windows of opportunity to make decisions such as loan approvals, tenant risk assessments, onboarding verifications, and automated pricing eligibility.
Can business/operations users create, test and update their own rules without requiring technical knowledge?
Yes. The Decision Rule Engine uses a visual, drag-and-drop interface to develop, test and update decision rules, which means that non-technical employees can create and manage their own decision rules without requiring the assistance of a developer or going through a Software Development Life Cycle (SDLC).
Can decision rule engine be integrated with the user’s existing Salesforce workflows and automation tools?
Yes. The Decision Rule Engine can act as both a trigger and a responder. When the engine creates a decision, it can send that decision as an action back into the user’s current approval flows, notification queues, APIs, etc. and enhance the user’s current automation tools rather than replace them.
What happens if two rules conflict or produce overlapping outcomes?
The engine provides options for managing the order of rules, establishing a hierarchy of rules, and resolving conflicts between rules. Additionally, the engine can automatically identify situations that require human intervention such as when a high-risk financial decision is to be made, and then send those decisions directly to an approver or specific review queue.
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December 13, 2023
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