1.0.0

1.0.0

Directive

Directive

Solutions

Salesforce

Beta

Salesforce Agent Orchestration

Directive is a Salesforce-native work-orchestration app that turns scattered signals into a single prioritized, explainable queue of what to do next, and lets you execute it without leaving the workspace. A deterministic, fully explainable priority engine scores incoming signals against configurable rules, routes typed actions through custom-permission checks and idempotent audit rows, and surfaces the whole operational loop (Detect, Understand, Prioritize, Explain, Execute, Measure) in a React-based Lightning UI. Agentforce is scoped to explain, summarize, classify, and recommend, never to run unrestricted DML. Built for service-ops teams who need Salesforce to tell them what to do next, not just hold the data.

Directive is a Salesforce-native work-orchestration app that turns scattered signals into a single prioritized, explainable queue of what to do next, and lets you execute it without leaving the workspace. A deterministic, fully explainable priority engine scores incoming signals against configurable rules, routes typed actions through custom-permission checks and idempotent audit rows, and surfaces the whole operational loop (Detect, Understand, Prioritize, Explain, Execute, Measure) in a React-based Lightning UI. Agentforce is scoped to explain, summarize, classify, and recommend, never to run unrestricted DML. Built for service-ops teams who need Salesforce to tell them what to do next, not just hold the data.

Marketplace

PRICING

Custom

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Industries

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

Business Need

Teams drowning in scattered signals and list views with no single, explainable answer to "what should I do next?", Directive turns that into one prioritized, auditable queue

Requires

Directive_User, Directive_Manager, Directive_Admin, Directive_AI, and Directive_Sensitive_Actions permission sets; 6 custom objects and 5 Custom Metadata Types deployed together (Apex tests read seeded CMDT records); a UI Bundle-capable org on API v67.0

Compatible With

Agentforce (contextual explain/summarize/classify/recommend), Salesforce CLI/DX tooling, Custom Metadata-driven configuration, React + TypeScript UI Bundles

Support Level

Standard

Reviews Rating

0

⤢

1.0.0

Directive

Salesforce

Salesforce Agent Orchestration

Directive is a Salesforce-native work-orchestration app that turns scattered signals into a single prioritized, explainable queue of what to do next, and lets you execute it without leaving the workspace. A deterministic, fully explainable priority engine scores incoming signals against configurable rules, routes typed actions through custom-permission checks and idempotent audit rows, and surfaces the whole operational loop (Detect, Understand, Prioritize, Explain, Execute, Measure) in a React-based Lightning UI. Agentforce is scoped to explain, summarize, classify, and recommend, never to run unrestricted DML. Built for service-ops teams who need Salesforce to tell them what to do next, not just hold the data.

PRODUCT DETAILS

PRODUCT DETAILS

Everything you need to evaluate and deploy

Everything you need to evaluate and deploy

Everything you need to evaluate and deploy

From compatibility to security, here is what your team needs to greenlight this product and get it running.

From compatibility to security, here is what your team needs to greenlight this product and get it running.

Start a conversation with our engineering team. We’ll help you evaluate, architect, and deliver the right solution.

Key Features

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

Use Cases

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

Compatibility

Compatibility

Requires

Directive_User, Directive_Manager, Directive_Admin, Directive_AI, and Directive_Sensitive_Actions permission sets; 6 custom objects and 5 Custom Metadata Types deployed together (Apex tests read seeded CMDT records); a UI Bundle-capable org on API v67.0

Compatible With

Agentforce (contextual explain/summarize/classify/recommend), Salesforce CLI/DX tooling, Custom Metadata-driven configuration, React + TypeScript UI Bundles

API Version

Salesforce API v67.0 required (UI Bundle will not deploy below it). Lightning only; no Classic or Experience Cloud support.

Integrations Required

Salesforce CLI (sf); Node.js 22+; Custom Metadata Types deployed alongside Apex classes (tests read seeded records); Directive_User/Manager/Admin/AI/Sensitive permission sets; optionally @salesforce/platform-sdk when switching the UI from mock data to live Salesforce data

Setup Time

Roughly 30-60 minutes for a working baseline: authorize the CLI against your org, run the deploy script to build the UI bundle and deploy all metadata, assign the Directive_User permission set, then open the Directive Lightning app.

App Details

App Details

Version

1.0.0

Listed On

Latest Release

Supported Features

Signal detection and trigger-based work-item creation; explainable priority scoring via DirectivePriorityService; typed action registry with custom-permission gating; idempotent audit rows for every action run; React/TypeScript UI with 8 routes covering the full operational loop; mock-data dev mode with a live-data adapter seam

Languages

TypeScript, Apex, CSS, Shell, HTML, JavaScript

Package Type

Metadata (Unmanaged)

Edition Support

Requires API version 67.0 for the UI Bundle to deploy; no namespace. No Data Cloud or Big Objects required.

Mobile Compatible

No, the UI Bundle app is a desktop Lightning experience; no mobile-specific layout is declared

Security

Security

Every action passes through a typed action registry, custom-permission checks (Directive_Sensitive_Actions / Directive_AI_Actions), and writes an idempotent audit row (Directive_Action_Run__c) before any DML. Agentforce is scoped to explain, summarize, classify, and recommend, it never executes unrestricted DML. Deploy scripts deliberately assign only Directive_User by default so negative permission tests keep passing.

Data Cloud Required

No

SCREENSHOTS

See it in action

A closer look at the interface, dashboards, and day-to-day workflows.