In Salesforce Classic : Setup | Enter Classic Email Template in the Quick Find box In the Available Merge Fields select Field Type as Approval Fields. Select Field as Internal Approval URL or External Approval URL.
How do I create an approval email template in Salesforce?
Set Up an Advanced Approvals Email Template To create an approval email template, make a basic Salesforce email request template and then link it to an email template record. Create the Salesforce Email Template From Setup, in the Quick Find box, enter Communication Templates, then select Classic Email Templates.
How do I Find my Salesforce approval request ID?
Find the ID by going to your Salesforce approval request template, finding the URL in your browser, and copying the string of numbers and letters after salesforce.com/. For example:
What does an approver see in an approval request email?
Here’s an example of what an approver might see in an approval request email. Advanced Approvals also supports email templates for approval responses, rejection responses, and approval recalls. Approval Response: An approver approves one of their approval requests.
How do I create a Visualforce email template?
From Setup, in the Quick Find box, enter Communication Templates, then select Classic Email Templates. Select New Template. Select Visualforce as the email template type, and then click Next.
How do I get the assigned approver name in email template in Salesforce?
You can add {! ApprovalRequest. Process_Approver} field to the email templates at each of the approval steps to know which of the several assigned approvers have approved/rejected the record at that particular step.
How do I add an approval link in an email template in Salesforce?
Approval process merge fields can be used in email templates, but not mail merge templates....In the Available Merge Fields select Field Type as Approval Fields.Select Field as Internal Approval URL or External Approval URL.Copy and paste the merge field value into your template below.
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.
How do I set up an approver in Salesforce?
Select Approver Prompts the user to select the next approver. Automatically assign an approver using a standard or custom hierarchy field. Assigns the approval request to the user in the field displayed next to this option. You select this field when you configure the approval process.
How do you provide approval in an 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.
How do I add a hyperlink to an email template in Salesforce?
In Salesforce ClassicOn the page where you add the content or the body of the HTML Email Template, highlight a text.Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box.Click OK to save the link.Click Save to save the template.
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 approve approval from email in Salesforce?
Before you begin, give the appropriate users the “API Enabled” user permission so that they can respond to approval requests by email.From Setup, enter Process Automation Settings in the Quick Find box, then select Process Automation Settings.Select Enable email approval response.Save your changes.
How do I send an approval notification in Salesforce?
To create an approval email template, make a basic Salesforce email request template and then link it to an email template record.Create the Salesforce Email Template.Create the Advanced Approvals Email Template Record.Approved Keywords: Approved,Approve,Yes.Rejected Keywords: Rejected,Reject,Decline,No.
How can you specify someone as your default approver?
Select the radio button for the approval manager you want to forward your approved transaction to. 6. If desired, select the Set selection as your default approver check box to make the selected person your default approval manager. 7.
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 does delegated approver work in Salesforce?
Choose a user to receive another user's approval requests over a predefined time period. Delegated approvers are helpful when the original approver can't respond to approvals, such as during a vacation.
Email Template Types
The Advanced Approvals package sends Visualforce emails in response to sales rep and approver actions. Define templates for each type of email and associate them with an approval rule.
Set Up an Advanced Approvals Email Template
To create an approval email template, make a basic Salesforce email request template and then link it to an email template record.
Approval Response Comments and Keywords
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.
Approver Reminder Emails
We recommend configuring reminder emails to send out reminders if approvers haven’t responded to a request within a certain timeframe. For more information, review Schedule Approver Reminder Emails.
Inbound Approval Email Relays
The Advanced Approvals package requires the name of an email relay service that it can use to send the automated approval emails. Enter the service name in the Inbound Approval Email (Long) field in Advanced Approvals package settings. For more information, review Set up Advanced Approvals Reply to Approval Emails.
