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Authorized-contact verification

Entitlement request → check the requester against the authorized-contact list on the account record, confirm tier, allow self-serve or route.

At a glance GatesLicensing and self serve Runs on Salesforce

See every step the workflow takes.

Entitlement request

Someone asks for something only certain people on the account may have.

Check the account record

Code

Match the requester against the authorized-contact list in Salesforce.

Salesforce

Confirm the tier

Establish what that contact is entitled to before anything is granted.

Entitlement agent

Allow self serve or route

Code

Let them through, or send it to the person who can approve it.

Self-serve gating agent
Run complete

Run it on the systems you already use.

Or anything else you run. If it has a REST or GraphQL API, an MCP server or a database we can reach, the workflow runs against it.

Identity & access OktaAuth0DuoOneLoginPing IdentityPersonaCheckr
Ticketing & support ZendeskFreshdeskIntercomSalesforce Service CloudHubSpotFrontGorgiasHelp ScoutKustomerGladlyZoho DeskDixaRe:amazeServiceNowJira Service Management

See this running on your stack.

Most workflows like this one ship in under two hours.

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