Aptly + Salesforce

Overview

Aptly integrates with Salesforce to bring your Delegation of Authority (DoA) and approval governance directly into the systems where key business decisions are made. The integration ensures that approval limits, signatory rights, and delegated authorities defined in Aptly are reflected in Salesforce workflows, approvals, and permissions.
By synchronizing governance data between Aptly and Salesforce, organizations ensure that every opportunity, deal, or financial approval adheres to the latest corporate policies and authority structures.

Key Capabilities

Authority and Role Synchronization
Aptly synchronizes roles, positions, and authority assignments with Salesforce profiles and permission sets. As delegations are issued, revoked, or modified in Aptly, corresponding access and approval rights in Salesforce are automatically updated to match current governance requirements.

Automated Approval Workflows
When a decision or transaction in Salesforce requires approval, Aptly ensures that only users with valid delegated authority can approve. This prevents unauthorized actions and guarantees that approval chains reflect real-time governance data.

Policy and Role Alignment
Salesforce users and roles are mapped to Aptly’s decision-making framework. Authorities and approval thresholds are enforced based on the user’s position, department, or assigned role in Aptly — ensuring consistent governance across the CRM ecosystem.

Custom Mapping and Configuration
Aptly supports default mappings for standard Salesforce fields but allows full customization. Administrators can create advanced mapping logic for unique structures, such as entity-based delegations, business unit-specific approvals, or regional governance tiers.

Audit and Compliance Logging
All delegation changes synchronized between Aptly and Salesforce are fully tracked, providing complete visibility into when authority levels were updated, who approved them, and which Salesforce processes were affected. This guarantees traceability for both internal and external audits.

Value to Organizations

Integrating Salesforce with Aptly ensures that your sales, finance, and operations teams operate under clearly defined and compliant authority boundaries. It eliminates the risk of approvals being made outside of policy, reduces administrative overhead, and strengthens corporate control frameworks.
The result is a unified governance layer across your customer and operational systems, enabling faster decisions without compromising compliance.

Example Use Cases

• Opportunity Approvals: Automatically enforce approval limits for discounts or deals based on delegated authority from Aptly.
• Contract Execution: Ensure only authorized individuals can approve or sign contracts within Salesforce.
• Territory Management: Align regional authority models with sales hierarchies for deal approvals.
• Audit Review: Generate detailed audit logs showing Salesforce approval actions tied to Aptly delegations.