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
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 approval is auto rejected after field update?
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. i have not added such criteria that if the criteria will not match for approval it should rejected or approved .
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 does the crossponding approval process work?
Like if the record gets updated trigger getting fired and based on criteria crossponding approval process gets called. First approval is called and after some field update again the next approval is called through trigger,the entire functionality is working like that.
How do I auto approve 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 are two final approval actions in an approval process in Salesforce?
Final approval actions occur when all required approvals were obtained. A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. An outbound message sends information to a designated endpoint, like an external service.
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.
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.
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.
How do I automate a submission in Salesforce?
In the Process Builder actions, select 'Submit for Approval' and select the approval process. The option 'Skip the entry criteria for this process' appears once you have selected your process: Save and Activate. Now with a certain record change, you can launch a specific approval process by skipping the entry criteria!
Can we write trigger on approval process?
It's not possible to invoke an Apex trigger as a result of starting or completing an approval process. As described in the resolution of this article, you can however, update data (a checkbox) as part of an approval process that can cause a trigger to fire.
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.
What are dynamic approvals?
Dynamic approvals enable you to create a single step that systematically identifies every potential approver, searches to find out if that approver has enough authority to complete the approval, and creates a visual path for users to view of all necessary approvers in the process.
What is recall action in approval process?
Recall actions are the actions that occur when a record is recalled after submission for approval. It can include any approval actions such as email alerts, field updates, tasks, or outbound messages. Note: Initial submission default actions cannot be edited but final approval & rejection default actions can be edited.
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.
How do I change approval steps in Salesforce?
To remove or add an Approval Step in Lightning: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.More items...
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.)
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.