Policy pack

Salesforce Revenue Execution

Dual-gate governance for the Salesforce → SAP front-to-back pipeline — state admission (SAP master-data sync and field-shape safety for Commerce Cloud orders and CPQ quotes) and execution authority (margin floor, manual-discount floor, credit limit, payment terms, promo hygiene) before a sales order is committed.

Key: salesforce
Version: salesforce-revops-v1
Rules: 13
Domain: SALESFORCE_EXECUTION_AUTHORITY

Every pack How a pack decides

Rules, in the order the evaluator tries them

Highest priority first. The first rule whose conditions all hold decides; with none, the decision is a REVIEW.

Required SAP-mapping fields present
priority 200
state-required-fields · *
When
- gate = "state_admission"
- missing_required_fields > 0
Then
AUTO_REJECT → REJECT · urgent
Salesforce payload is missing fields required to build a valid SAP sales order.
Order within the SAP credit limit
priority 200
exec-credit-limit · *
When
- gate = "execution_authority"
- over_credit_limit = true
Then
ESCALATE → ESCALATE · urgent · SLA 30 min
Order total exceeds the customer's SAP-defined credit limit.
Salesforce account is synced to an SAP customer master
priority 195
state-customer-master-synced · *
When
- gate = "state_admission"
- customer_master_synced = false
Then
AUTO_REJECT → REJECT · urgent
Salesforce Account must map to a validated SAP customer master (KNA1/KUNNR) before order admission.
Net margin floor protected
priority 195
exec-margin-floor · *
When
- gate = "execution_authority"
- margin_below_floor = true
Then
AUTO_REJECT → REJECT · urgent
Order net margin falls below the policy floor against the SAP cost basis (e.g., a flash-sale promo breaching margin).
Material numbers fit SAP field limits
priority 190
state-material-number-valid · *
When
- gate = "state_admission"
- material_number_overflow = true
Then
AUTO_REJECT → REJECT · urgent
A material number exceeds the SAP 18-character limit (VBAP overflow).
Sales organization and distribution channel present
priority 185
state-sales-org-valid · *
When
- gate = "state_admission"
- sales_org_valid = false
Then
AUTO_REJECT → REJECT · urgent
Sales organization (VKORG) and distribution channel (VTWEG) are required for the SAP order header.
Manual discount within compliance floor
priority 185
exec-discount-floor · *
When
- gate = "execution_authority"
- manual_discount_violation = true
Then
REQUIRE_REVIEW → REVIEW · elevated · SLA 120 min
A manual line discount exceeds the threshold for a non-Strategic account and needs manager override.
Order line amounts and quantities are valid
priority 180
state-amounts-valid · *
When
- gate = "state_admission"
- amounts_invalid = true
Then
AUTO_REJECT → REJECT · urgent
Order line net price and quantity must be positive numeric values.
Behavioral risk within tolerance (Data Cloud)
priority 180
exec-data-cloud-risk · *
When
- gate = "execution_authority"
- risk_elevated = true
Then
REQUIRE_REVIEW → REVIEW · elevated · SLA 60 min
Salesforce Data Cloud behavioral risk for this customer is elevated; hold B2B purchasing eligibility for review.
B2B payment terms permitted for region
priority 175
exec-payment-terms-allowed · *
When
- gate = "execution_authority"
- payment_terms_allowed = false
Then
REQUIRE_REVIEW → REVIEW · elevated · SLA 120 min
Requested B2B payment terms are not permitted for this region without review.
Promotion / coupon stacking review
priority 170
exec-promo-stacking · *
When
- gate = "execution_authority"
- promo_stacking = true
Then
REQUIRE_REVIEW → REVIEW · elevated · SLA 60 min
Multiple concurrent discount sources are stacked on one order and need review.
Admit a clean Salesforce order intent
priority 1
state-admit-default · *
When
- gate = "state_admission"
Then
AUTO_APPROVE → APPROVE
Salesforce intent maps cleanly to SAP structures and is eligible for execution review.
Authorize a compliant Salesforce order
priority 1
exec-authorize-default · *
When
- gate = "execution_authority"
Then
AUTO_APPROVE → APPROVE
Order satisfies revenue policy and may be committed to SAP.

Evaluate under it

Locally, with @decionis/mcp: the payload becomes the request's context, and its action the decision type. On the hosted protocol, once the bundle is stored for your organization, name vertical_pack, policy_version and require_exact_policy_version: true.

decionis_evaluate arguments

{ "policy_pack": "salesforce", "payload": { "action": "<decision type>" } }

In a hosted evaluate-decision request

"vertical_pack": "salesforce",
"policy_version": "salesforce-revops-v1",
"require_exact_policy_version": true

What its rules read

Every fact below comes from the request's context.

amounts_invalid
customer_master_synced
gate
manual_discount_violation
margin_below_floor
material_number_overflow
missing_required_fields
over_credit_limit
payment_terms_allowed
promo_stacking
risk_elevated
sales_org_valid

Signals it maps

salesforce_order_admission_ratesalesforce_commerce_cpq
salesforce_revenue_policy_breach_ratesalesforce_commerce_cpq

Salesforce Revenue Execution

Key

salesforce

Version

salesforce-revops-v1

Rules

Domain

SALESFORCE_EXECUTION_AUTHORITY

Rules, in the order the evaluator tries them

Highest priority first. The first rule whose conditions all hold decides; with none, the decision is a REVIEW.

Required SAP-mapping fields present
priority 200
state-required-fields · *
When
- gate = "state_admission"
- missing_required_fields > 0
Then
AUTO_REJECT → REJECT · urgent
Salesforce payload is missing fields required to build a valid SAP sales order.
Order within the SAP credit limit
priority 200
exec-credit-limit · *
When
- gate = "execution_authority"
- over_credit_limit = true
Then
ESCALATE → ESCALATE · urgent · SLA 30 min
Order total exceeds the customer's SAP-defined credit limit.
Salesforce account is synced to an SAP customer master
priority 195
state-customer-master-synced · *
When
- gate = "state_admission"
- customer_master_synced = false
Then
AUTO_REJECT → REJECT · urgent
Salesforce Account must map to a validated SAP customer master (KNA1/KUNNR) before order admission.
Net margin floor protected
priority 195
exec-margin-floor · *
When
- gate = "execution_authority"
- margin_below_floor = true
Then
AUTO_REJECT → REJECT · urgent
Order net margin falls below the policy floor against the SAP cost basis (e.g., a flash-sale promo breaching margin).
Material numbers fit SAP field limits
priority 190
state-material-number-valid · *
When
- gate = "state_admission"
- material_number_overflow = true
Then
AUTO_REJECT → REJECT · urgent
A material number exceeds the SAP 18-character limit (VBAP overflow).
Sales organization and distribution channel present
priority 185
state-sales-org-valid · *
When
- gate = "state_admission"
- sales_org_valid = false
Then
AUTO_REJECT → REJECT · urgent
Sales organization (VKORG) and distribution channel (VTWEG) are required for the SAP order header.
Manual discount within compliance floor
priority 185
exec-discount-floor · *
When
- gate = "execution_authority"
- manual_discount_violation = true
Then
REQUIRE_REVIEW → REVIEW · elevated · SLA 120 min
A manual line discount exceeds the threshold for a non-Strategic account and needs manager override.
Order line amounts and quantities are valid
priority 180
state-amounts-valid · *
When
- gate = "state_admission"
- amounts_invalid = true
Then
AUTO_REJECT → REJECT · urgent
Order line net price and quantity must be positive numeric values.
Behavioral risk within tolerance (Data Cloud)
priority 180
exec-data-cloud-risk · *
When
- gate = "execution_authority"
- risk_elevated = true
Then
REQUIRE_REVIEW → REVIEW · elevated · SLA 60 min
Salesforce Data Cloud behavioral risk for this customer is elevated; hold B2B purchasing eligibility for review.
B2B payment terms permitted for region
priority 175
exec-payment-terms-allowed · *
When
- gate = "execution_authority"
- payment_terms_allowed = false
Then
REQUIRE_REVIEW → REVIEW · elevated · SLA 120 min
Requested B2B payment terms are not permitted for this region without review.
Promotion / coupon stacking review
priority 170
exec-promo-stacking · *
When
- gate = "execution_authority"
- promo_stacking = true
Then
REQUIRE_REVIEW → REVIEW · elevated · SLA 60 min
Multiple concurrent discount sources are stacked on one order and need review.
Admit a clean Salesforce order intent
priority 1
state-admit-default · *
When
- gate = "state_admission"
Then
AUTO_APPROVE → APPROVE
Salesforce intent maps cleanly to SAP structures and is eligible for execution review.
Authorize a compliant Salesforce order
priority 1
exec-authorize-default · *
When
- gate = "execution_authority"
Then
AUTO_APPROVE → APPROVE
Order satisfies revenue policy and may be committed to SAP.

Evaluate under it

decionis_evaluate arguments

{ "policy_pack": "salesforce", "payload": { "action": "<decision type>" } }

In a hosted evaluate-decision request

"vertical_pack": "salesforce",
"policy_version": "salesforce-revops-v1",
"require_exact_policy_version": true

What its rules read

Every fact below comes from the request's context.

amounts_invalid
customer_master_synced
gate
manual_discount_violation
margin_below_floor
material_number_overflow
missing_required_fields
over_credit_limit
payment_terms_allowed
promo_stacking
risk_elevated
sales_org_valid

Signals it maps

salesforce_order_admission_ratesalesforce_commerce_cpq
salesforce_revenue_policy_breach_ratesalesforce_commerce_cpq

Salesforce Revenue Execution

Rules, in the order the evaluator tries them

Required SAP-mapping fields present

Order within the SAP credit limit

Salesforce account is synced to an SAP customer master

Net margin floor protected

Material numbers fit SAP field limits

Sales organization and distribution channel present

Manual discount within compliance floor

Order line amounts and quantities are valid

Behavioral risk within tolerance (Data Cloud)

B2B payment terms permitted for region

Promotion / coupon stacking review

Admit a clean Salesforce order intent

Authorize a compliant Salesforce order

Evaluate under it

What its rules read

Signals it maps

Salesforce Revenue Execution

Rules, in the order the evaluator tries them

Required SAP-mapping fields present

Order within the SAP credit limit

Salesforce account is synced to an SAP customer master

Net margin floor protected

Material numbers fit SAP field limits

Sales organization and distribution channel present

Manual discount within compliance floor

Order line amounts and quantities are valid

Behavioral risk within tolerance (Data Cloud)

B2B payment terms permitted for region

Promotion / coupon stacking review

Admit a clean Salesforce order intent

Authorize a compliant Salesforce order

Evaluate under it

What its rules read

Signals it maps