Three panels, one workspace
The workbench has three main panels arranged left-to-right. Use the view toggle buttons at the top to show/hide panels.
Panel A — Policy List
New Validation button, search & filters (object, process, event, active), auto-numbered policy list with sequence, priority, state, and active status.
Panel B — AI Copilot & Editor
Generate + Validate, Coach Prompt, Guided Flow, Smart Defaults, Activate Safely, Explain Policy. Below: configuration fields for target object, thresholds, account scope.
Panel C — Test & Simulation
Prompt Assist for auto-generating test payloads, adhoc JSON testing, expected decision matching, simulation against real records, execution trace.
Status Indicators
Creating a policy
step by step
Create a New Validation
Click New Validation in the Policy List panel. A blank policy is created with default settings: Sequence 100, Priority 50, Target Object: Partner Registration, Block Threshold: 85, Review Threshold: 60.
Set Policy Type
Select Validation Policy (shared business rule) or Approval (individual-owned) from the Policy Type dropdown. Choose "Validation" for rules the team manages. Choose "Approval" for personal workflow rules.
Describe Your Rule in Business Language
In the "Describe What You Want" field, type your rule in plain English.
"Customer account required and duplicate review" "Block if opportunity name is blank or account has no billing address" "Flag for review if discount percentage exceeds 20% and deal size is under $50K"
Generate + Validate
Click the green Generate + Validate button. The system parses your business language into executable rule logic, creates execution steps with conditions and fallback modes, and sets AI Confidence, Risk, and Impact Scope indicators.
Configure Account Scope
In the Validation Editor, set: Account Policy Use Case (Bill Back, Chargeback, Product Restriction, etc.), Account Scope (Named Accounts, Segment, or All Accounts), and optionally assign specific named accounts and add Business Guidance notes.
Save Policy Draft
Click Save Policy Draft at the bottom of the editor. The policy is now saved as a Draft version. Next step: test it before activation.
Testing & simulation
Always test your rules before activating. The workbench provides two testing methods.
Single Record Test
Quick validation against a single JSON payload.
{"Customer_Account__c": null,
"Opportunity_Name__c": ""}
Bulk Test (up to 500 records)
Run your rule against real records from the target object.
Execution Trace
Each test run produces a step-by-step trace showing how the engine evaluated your rule:
Activation & rollback
Use "Activate Safely" (Recommended)
Runs automated readiness checks: steps present and properly sequenced, no conflicts with other active policies, test coverage exists, sample runtime performance is acceptable. If all checks pass, the policy goes live. If any fail, you'll see specific error messages.
If Something Goes Wrong
Deactivate
Turns off the policy entirely. The rule stops evaluating immediately. Fastest option.
Rollback Version
Switches back to the previously active version. The old rule logic takes effect instantly.
Policy Set Rollback
If you activated multiple policies together, restore the entire set from a saved snapshot.
Version management
& safe change
Version Lifecycle
Versions can also be Rejected (goes back to Draft for rework)
Comparing Versions (Diff)
Use Version Diff in Advanced View to compare any two versions side-by-side. Select left/right versions and click Run Diff.
| Section | Key | Left (Old) | Right (New) | Status |
|---|---|---|---|---|
| Thresholds | Block | 85 | 90 | Changed |
| Thresholds | Review | 60 | 60 | Same |
| Steps | Step 30 | — | Check billing addr | Added |
| Steps | Step 20 | Check phone | — | Removed |
