PRODUCT OVERVIEW

Directive

Combines Salesforce signals into a prioritized queue that explains what to do next and why.

PRODUCT FAMILY

Orchestration

BUILT FOR

Salesforce Service Cloud orgs, service-ops and RevOps teams, B2B support organizations

PLATFORM

Salesforce

LICENSE

Proprietary, source-available. Commercial license required for any use.

PRICING

Custom

VERSION

1.0.0

THE NEED

The problem it solves

Teams need a clear way to prioritize work when important signals are scattered across records and list views.

THE PRODUCT

How it works

Directive brings Salesforce work into a single prioritized queue. Configurable rules score incoming signals and explain why each item needs attention. Teams can review recommendations and take permitted actions from the workspace, with checks that prevent duplicate execution and preserve an audit record. Agentforce helps explain, summarize, classify, and recommend; record changes follow controlled actions.

CAPABILITIES

Key features

  • Full operational loop: Detect, Understand, Prioritize, Explain, Execute, Measure, built on 6 custom objects and 5 Custom Metadata Types

  • DirectivePriorityService: a fully explainable, decomposable scoring engine, every point traceable via the PriorityExplanation UI

  • Typed action registry (Directive_Action_Definition__mdt) with custom-permission checks and idempotent audit rows (Directive_Action_Run__c) before any DML

  • React + TypeScript multi-framework UI Bundle with 8 routes: Today, Work, Work Detail, Customers, Approvals, AI Activity, Insights, Settings

  • Agentforce employee agent scoped to explain, summarize, classify, and recommend, never to execute unrestricted DML

  • Mock-data dev mode (VITE_DATA_MODE) for exploring the full UI before wiring live Salesforce data via a repository/adapter seam

USE CASES

Where it helps

  • Service-ops teams triaging which case, account, or signal to act on next without digging through list views

  • Managers reviewing prioritized, explainable work queues instead of raw CRM records

  • Admins configuring rules, personas, actions, and scoring via Custom Metadata without code changes

  • Agentforce-assisted summarization and recommendation on top of an auditable action trail

  • Teams evaluating the UI against realistic mock data before connecting live Salesforce data