- 1. Click the Gear icon then go to Setup | Administration | Users.
- 2. Select any user, then click Edit button.
- 3. Under 'Receive Approval Request Emails' field, select "Never".
- 4. Save. Was this information helpful?
- Go to Setup | Manage Users | Users.
- Select any user, then click Edit button.
- Under 'Receive Approval Request Emails' field, select "Never"
- Save.
What is an approval request email in Salesforce?
When an approval process assigns an approval request to a user, Salesforce automatically sends the user an approval request email. When no email template is specified, a standard "out of the box" emails is sent.
Why are some users not receiving the approval process email notifications?
This issue occurs when inactive users are added in 'Approval Step 1 ' of the Approval Process. Follow the succeeding steps if, after creating an Approval Process, some users do not receive the email notifications.
How to delete active approval process in Salesforce?
Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin. Thanks for contributing an answer to Salesforce Stack Exchange!
How do I remove an inactive user from my approval process?
Click the Approval Process Name. Under Approval Steps, click Edit on the first step. This can be identified by "1" in the Step Number column. Click Next until you are at Step 3, remove the inactive users. Click Save. Navigate to gear icon | Setup | Process Automation | Approval Processes
How do I remove approver from an approval process in Salesforce?
Remove Pending Approval RequestsFrom Setup, enter Mass Transfer Approval Requests in the Quick Find box, then select Mass Transfer Approval Requests.Search for the approval requests that you want to remove.Select Mass remove records from an approval process.Add comments.More items...
Can approval process send email?
You can dynamically choose the email of the record owner's manager to send an email alert. Below is the example of Approval Process for an opportunity record.
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 I turn on email approval response 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.
Can we send email from approval process in Salesforce?
Use send actions to save your support agents time by ensuring that email messages are sent automatically at the end of an approval process.
How do I add approvers in approval process in Salesforce?
Select fields to display on the approval page layout.Select these fields from the Available Fields list. ... Click. ... Select Display approval history information in addition to the fields selected above.Select Allow approvers to access the approval page only from within the Salesforce application (Recommended).Click Next.More items...
What is required to make a user an approver in the approval process?
a)The user must be in the same role as the approval submitter in the role hierarchy. b)The use must opt in to receive email alerts when an approval is requested. c)The user must have read permission for the object in the approval process. d)The user must be set up as a delegated approver.
What are 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.
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...
How do I respond to an email asking for approval?
You may approve or reject the request by simply replying to the emailed request as instructed: “reply to this email with the APPROVE, APPROVED, YES, REJECT, REJECTED, or NO in the first line of the email message”. Do not change the subject line.
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.
How do you respond to approved mail?
Respond to an Approval Request Via EmailIn the first line of your reply to the email notification, enter one of the supported response words. Periods and exclamation marks are allowed at the end of the word. Approval Words. Rejection Words. ... Optionally, in the second line of your reply, add comments.Send the email.