One potential solution can be - Not enable the approval response, rather have your own email template with the required information. Write an inbound email handler such that once the approver replies to approve/reject the record, you set the reply-to the inbound handler and parse the response and capture it in comments.
Full Answer
Do I need an approval process in Salesforce?
With the information above, I know that I will need an Approval Process in Salesforce – but don’t start building just yet! The most important part of the Approval Process isn’t in Salesforce at all, it’s offline, with the person who is making this request.
How do I Turn Off the discount approval process in Salesforce?
Click Deactivate next to Discount Approval Process in the Active Approval Processes section. Now click on Discount Approval Process in the Inactive Approval Processes section. Click Save. Click Save. In the Final Approval Actions section, click Edit next to Record Lock.
How many times the approval is auto rejected?
But some time (1 out of 50-60 times) after the field update of the first approval next approval is auto rejected. But if i am again working with the same record i am not able to replicate it again.
What is the difference between final approval and final rejection?
Final approval actions occur when all required approvals are obtained. Final rejection actions occur when an approver rejects the request and it moves to the final rejection state.
How do I automatically approve in approval process in Salesforce?
How to Deploy Approval Process in Salesforce?Click on Setup => Create => WorkFlow and Approval => Approval Process or go to Quick Find and search Approval Processes. ... Click on Create New Approval Processes and choose Use Jump Start Wizard.More items...
What is dynamic approval process in Salesforce?
Dynamic approval process is used to route approval requests to users listed in lookup fields on the record requiring approval. In this, approver names are defined dynamically from an object.
How do I skip approval in Salesforce?
To skip steps, use filter criteria or formula, then choose what should happen to records that do not meet the criteria. The options are: - Approve Record (approves the request and performs all final approval actions). - Go to Next Step (skips this step and goes to the next step).
When can you revise a rejected approval Salesforce?
You can revise a rejected approval at any time. By default, each approver in the approver chart receives your request again, even if they approved it previously.
Can we write trigger on approval process?
The approval process cannot directly trigger the apex trigger. You will need to create a field (e.g. checkbox) that is checked by the approval step in the approval process.
What is static approval?
In a typical approval process (what you're calling a "static" approval process), the approvers at each step are explicitly specified in each step approval process.
How do you configure an approve reject step to satisfy this requirement?
To configure an Approve/Reject step, you define who is assigned to the approval and how the case proceeds if the case is approved or rejected. To achieve this, you configure the Approve/Reject step routing and flow.
What is approval matrix in Salesforce?
In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved, 5 Comments on Dynamic Approval Routing in Salesforce.
What is recall action in approval process?
Recall Actions. A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. Record Locking. Record locking prevents users from editing a record, regardless of field-level security or sharing settings.
What are the two final approval actions in an approval process?
Final approval actions are the actions that occur when all required approvals have been given for a record. Final approval actions can include email alerts, field updates, tasks, or outbound messages. For example, a final approval action can change the status to "Approved" and send an email notification.
What are two initial submission actions in an approval process?
Initial submission actions are the actions that occur when a user first submits a record for approval. By default, an action to lock the record runs automatically on initial submission. Initial submission actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
What is two step approval process in Salesforce?
Initially when a user submits a record for approval, the approval will go to "Approver A". Once "Approver A" approves the record, we want "Approver B" to get an email that "Approver A" has approved and now waiting for "Approver B" approval.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
Introduction
The last steps in your discount approval process are creating final approval actions and final rejection actions. Final approval actions occur when all required approvals are obtained. Final rejection actions occur when an approver rejects the request and it moves to the final rejection state.
Set Up Approval Actions
First, get to work on the yeas, setting up approval actions, including an approval email notification:
Set Up Rejection Actions
And now for the nays. Set up for rejection actions, including a rejection email. (Hey—it’s better than a sticky note.)
i passed the salesforce data management and architecture today !! here is some tips
Section-Level Scoring: Data Modeling/Database Design: 93% Master Data Management: 75% Salesforce Data Management: 58% Data Governance: 75% Large Data Volume Considerations: 91% Data Migration: 44%
I passed second try!
Made a post last week that I failed my exam by a question. Took my exam 8 days later and got roughly an 80 this time!
I'm so Frustrated with Learning Salesforce!
I've first came across salesforce since June of this year and have completed 89 badges done all 3 super badges, completed the admin trailheads. I've paid for practice exams on udemy, mike wheelers practice exams, and focus on force practice exams.
Is this a bad field for introverts? (re: beginners networking and connections)
Okay so I'm just a newbie to the whole salesforce field and I'm hoping to get my admin cert.
Failed my Admin Cert by 3 Questions, any resources to help?
I strictly used focus on force practice exams (I have a lot of trailhead experience too, just didn’t really see the value for this) and gave myself a week to prep. The questions on the exam were easier but also not quite what I had prepared for.
Dark mode in Salesforce
Not sure if this is the right sub but does anyone know how you can get your Salesforce to be in dark mode? I did get some Chrome extension but it doesn't really look like true dark mode.
Is it typically for companies to require live coding tests for interviews?
I just had a phone screen with a fortune 500, and next they are having me do a 70 min live coding exam on CodeSignal, which I have to do in Java, because it does not offer Apex. I feel ok with this, even though I'm not as great with Java as I am with Apex.
How can I create an approval process in Salesforce?
That’s easy, you say. (You’re right.) You create an approval process (working in a sandbox, of course) as follows:
How do I automate the Salesforce approval process?
Turns out (of course), there’s a solution. The solution lies in creating two distinct approval processes, both of which are active at the same time.
Is approval process easy to understand?
Approval Process can be incredibly complex processes, but the builder tool, and the way it’s displayed, make it very easy to understand, even for a beginner Administrator. In this guide, I’ll walk through a very simple example, because Approval Processes can be extremely varied.
Is Salesforce approval offline?
The most important part of the Approval Process isn ’t in Salesforce at all, it’s offline, with the person who is making this request. Schedule an information gathering session, and determine the details you’ll need to get started.