Choose your encoding, description, and email subject, and then set User as your recipient type. Set Related To Type to sbaa__Approval__c, and then save your changes. In your template, click Edit Template to add the text and any markup that you want to show in your approval email.
Full Answer
How do I create an approval email in Salesforce?
To create an approval email template, make a basic Salesforce email request template and then link it to an email template record. From Setup, in the Quick Find box, enter Communication Templates, then select Classic Email Templates. Select New Template.
Are salesforce app notifications for approval requests sent to queues?
Salesforce app notifications for approval requests aren’t sent to queues. For each approval step involving a queue, we recommend adding individual users as assigned approvers, so at least those individuals can receive the approval request notifications in the Salesforce app.
Should you give your users access to login credentials in Salesforce?
After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
How do I ensure approvers receive an approval request email?
To ensure that approvers receive an approval request email, the approval process requires an approval request template associated with your approval rule.
How do I clone an approval in Salesforce?
Click the Gear Icon | Setup | Quick Find box enter Approval process. Find the approval process. Deactivate this Approval Process. Use the "Clone" button (from the approval process detail page) to create a new similar inactive one.
How do I add a user to the approval process?
You cannot add a new step to an existing approval process until you deactivate it and clone to add a new step. But you can always add new approvers to an existing step in the active approval process. Just click on Edit and follow the steps. In Step 3 you click on "Add Row" to add new users as Approvers.
How do I add a user to an approval process in Salesforce?
Now create approval steps.Click New Approval Step under the Approval Steps related list.For Name, enter Manager of Position Owner .Click Next.Select All records should enter this step.Click Next.Select Automatically assign using the user field selected earlier (Manager).Click Save.Select No, I'll do this later.More items...
How do I create an approval email template in Salesforce?
Required EditionsCreate a Salesforce email request template. From Setup, in the Quick Find box, enter Communication Templates , and then select Classic Email Templates. Select New Template. ... Create an Advanced Approval email template record. In your email templates object, click New. Enter your email template name.
What is related user in approval process Salesforce?
Assigned To : Related User - on Worflows and Approval Process Tasks. Just like in an Approval Process, we can assign an Approval Step to a Related User of the submitted record. E.g. a user lookup field on Account Object can be selected while defining whom the Approval Step should be submitted.
How do I change approver in approval process in Salesforce?
The user has been populated in the approval's Assigned To field.From an approval record with a Requested status, click Reassign. Advanced Approvals shows the Reassign page.In Reassign To, provide the user record for the new user who approves the requested record.Click Reassign.
How do I get the approver name in Salesforce?
In the Available Merge Fields | Click the Select Field Type drop down | Select Approval Fields | Click the Select Field drop down | Select Approval Step Approver | Select and Copy the value in the Copy Merge Field Value. 5. Paste the value into the desired location of the email body | Click Save.
How do I assign multiple approvals in Salesforce?
Multiple approvers for Approval process in SalesforceGo to Setup –> Create –> Workflow & Approvals –> Approval Processes.Select the object to create approval process.Click “Create New Approval Process” button and click “Use Standard Setup Wizard” link.Enter a name and description for your new approval process.More items...•
Who can approve an approval process Salesforce?
In Approval process Step 6. Specify Initial Submitters, admin can define who can submit for approval. We have option for the submitter: Record Owner, Record Creator, Public Groups, Role, Role and Subordinates, or specific User. This mean the Manager who approve could be Record Owner's Manager or Submitter's Manager.
Which users can approve or reject email approval requests via email?
When email-based approvals are enabled, an email notification is sent the individuals who have approval authority for the request. Those people either can approve or reject the request directly from the email notification.
How do you send approval email?
Follow these steps to ensure you craft a professional request for approval letter.Choose your contact method. ... Address the recipient professionally. ... Start with what you need. ... Explain why you need it. ... Tell them why they should care. ... Show your enthusiasm for their response. ... Conclude your message.
What is approval assignment email template in Salesforce?
Approval Assignment Email Template Choose a custom email template to use when notifying approvers that an approval request is assigned to them. Or leave blank to use the default email template. The approval process uses the same template for every assignment email—no matter which approval step it's for.
What is Salesforce approval template?
An approval template is a Salesforce email template that’s been configured with custom logic for the Advanced Approvals package. Approval rules let you configure template lookups for approval requests, recall requests, approval responses, and rejection responses. Define them in the Email Notifications section of your approval rule.
How to create an approval email template?
To create an approval email template, make a basic Salesforce email request template and then link it to an email template record.
What is email template in Salesforce?
Email templates provide a convenient way to show important approval information or change the status of an approval without accessing your Salesforce account. In the next unit, we look at configuring the Advanced Approvals package so that approvers don’t have to reevaluate approval requests for unchanged conditions.
What happens when you send an email to an approver?
When they send the email, the requester receives a rejection-template email with the approver ’s comment. Advanced Approvals then changes the approval record’s status to Rejected and updates any related objects (such as tracked fields) as necessary.
What is an approval email?
When an approver gets an approval request email, their email response controls whether Advanced Approvals sends an approval email or rejection email to the requester. Advanced Approvals considers everything above a predefined area to be a comment, where the approver can explain why they accepted or rejected the approval. The Advanced Approvals package setting Approval Email Comments End Indicator controls which area of the response email constitutes a comment.
What is an approval response?
Approval Response: An approver approves one of their approval requests. This action changes the record’s Approval Status field value to Approved at the end of the approval cycle. Advanced Approvals then sends an approval email to the Approval Recipients.
What is an approval rule record?
An approval rule record contain s lookups to all four types of templates. That way, you can associate different types of a certain template with different rules. For example, you might want different language in a rejection email for a discount-based approval rule than for a markup-based approval rule.
What is a sysadmin profile?
Standard User. The SysAdmin has access to setup and all objects, as they are the ones maintaining the platform. You can create custom profiles with fine-tuned access for different teams.
What is user management?
The most basic aspect of user management is creating the usernames and login accounts for your users. In just a few clicks, you can send a team member their login and get them into the platform.
What is permission set?
Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
What does it mean to assign the right profiles, roles, and data access?
Assigning the right profiles, roles, and data access means you will have more flexibility in the future. Consider a comprehensive user management strategy that incorporates these best practices.
How to access approval requests in Salesforce?
Users can receive approval requests as notifications in the Salesforce app and can access them by tapping or from the Approval Requests item in the navigation menu. However, some caveats apply to how approval notifications work in the Salesforce app.
Can you view Salesforce fields on mobile?
If you enable notifications in the Salesforce app , keep in mind that approvers may view this list of fields on a mobile device. Select only the fields necessary for users to decide whether to approve or reject records.
Can you receive Salesforce approval notifications?
Unlike notifications for approval requests in email, notifications for approval requests in the Salesforce app are sent only to users who have access to the record being approved. Assigned approvers who don't have record access can still receive email approval notifications, but they can't complete the approval request until someone grants them record access.
