Salesforce Einstein

Gate Einstein AI-driven CRM actions — opportunity updates, contact changes, deal closures — behind a human approval step using Salesforce Flow Builder.

Prerequisites

  • Salesforce org with Einstein AI features enabled.
  • Admin access to Flow Builder.
  • Cheqpoint Connection Key.

Steps

  1. In Salesforce Setup, open Flow Builder and create or edit the Flow that precedes an Einstein-initiated action.
  2. Add an HTTP Callout action element (or use an Apex action) to call https://cheqpoint.co/api/webhooks/inbound.
  3. Set the POST method and add the x-api-key header with your Cheqpoint Connection Key.
  4. Map Flow record variables to the Cheqpoint action, summary, and details fields.
  5. Add a Decision element that checks the status field from the HTTP response.
  6. Route to the original Einstein action on approved; route to an escalation notification or Chatter post on rejected.

Sample request payload

json
{
  "action": "close_opportunity",
  "summary": "Einstein AI recommending opportunity closure for Acme Corp — $240,000 deal",
  "details": {
    "opportunity_id": "0065g00000XmYzABC",
    "account_name": "Acme Corp",
    "amount_usd": 240000,
    "stage": "Closed Won",
    "close_reason": "Einstein probability > 0.9 for 14 consecutive days"
  },
  "justification": "High-confidence signal from Einstein forecasting model."
}

Sample Cheqpoint response

json
{
  "status": "approved",
  "modifiedDetails": null,
  "decisionNote": "Confirmed with account executive. Mark as Closed Won."
}

Async behaviour

json
// If Cheqpoint returns status "pending", the approval is queued
// for a human reviewer. Handle all three outcomes in your Decision element:
//
//   status == "approved"  → execute the CRM action
//   status == "rejected"  → escalate via Chatter or Task
//   status == "pending"   → either:
//     a) poll GET /api/approvals/{approvalId} in a scheduled Flow, or
//     b) pass callbackUrl to receive a POST when the reviewer decides.

{
  "action": "close_opportunity",
  "summary": "Einstein AI recommending closure for Acme Corp",
  "details": { "opportunity_id": "0065g00000XmYzABC", "amount_usd": 240000 },
  "callbackUrl": "https://your-backend.example.com/cheqpoint/callback"
}

Notes

You have full control over what data is passed into the details object to provide human reviewers with sufficient context.

Tips

Start by routing only high-risk or high-value actions to minimize friction while maintaining oversight.

Get your Connection Key at cheqpoint.co/signup.