Enable Smart AI Approvals in Salesforce

Your approval process isn't slow because your team is slow — it's slow because the context is broken. Approvers waste time jumping across Opportunities, Quotes, pricing fields, and Slack threads just to understand a single deal before they can make a decision.

I will be enabling and configuring Smart AI Approvals inside your Salesforce org — an AI decision engine that reads the deal, surfaces risk signals, benchmarks against historical approvals, and delivers a decision-ready brief before your reviewer even opens the record. The result: faster approvals, fewer back-and-forth threads, and more confident decisions — without changing your governance or approval authority.

What you gain:
Faster approval turnaround
Reviewers start with full context, not raw records. Less time spent gathering information means decisions happen quicker.

Better decision quality
AI flags policy violations, unusual terms, and risk signals before the human reviewer acts — reducing errors and exceptions.

One screen, one decision
Instead of 5+ records and 20+ fields, your approver sees a single AI-generated brief with everything needed to decide.

Historical benchmarking
The AI compares the current deal against similar past approvals, turning "have we done this before?" into an instant answer.

What's included
Installation of Smart AI Approvals package in your Production or Sandbox org
LLM connection setup — works with your chosen AI provider (OpenAI, Anthropic, or other)
Configuration of the AI decision brief for your Opportunity and/or Quote approval flow
Policy logic and risk signal mapping aligned to your team's approval criteria
End-to-end testing with a live deal walkthrough
Handover documentation and a short recorded walkthrough for your team