5 days
Enable Smart AI Approvals in Salesforce
About this ad
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
About the seller
Reviews on the ad
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Isobel T. 23 days ago
Great job. Patient with our amendments and speedy responses.
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Amit C. 4 days ago
Excellent workby
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Paul A. 23 days ago
Great work once again
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Mike N. 26 days ago
Great as usual!
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Kieran C. 12 days ago
Ok at design but said that he would do a wholesale site for. He didn't really know anything about setting up a wholsale site. Very disappointed.
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Qasim M. 29 days ago
Very responsive and a great work
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Iain M. 27 days ago
Awesome
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Chris S. 11 days ago
Very responsive and good work, thank you
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Dorothea F. 2 days ago
very helpful, patient and delivered the project exactly how I wanted it.
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Aaron O. 3 days ago
Absolutely amazing work, great time and effort put into our project. Continued a good length of time and the support and quality offered was amazing. Highly recommend and any website work I will ever do I will do with Vishal!