As an admin, you can't disable the standard approval request email from being sent. You can update the user's record to prevent the user from getting the emails by setting the 'Receive Approval Request Emails' field to 'Never'. With the field set to 'Never', you would create a workflow rule to generate emails.
Full Answer
Do I need to white-list my email addresses in Salesforce?
Your Salesforce email addresses might need to be white-listed by your email administrator.
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.
How do I set up email spam in Salesforce?
In the specify IP addresses, specify the IP address ranges provided by Salesforce, click Add +, and then click ok . Under Do the following box, set the action by choosing Modify the message properties and then set the spam confidence level (SCL).
How to prevent approval request emails from being sent?
You can update the user's record to prevent the user from getting the emails by setting the 'Receive Approval Request Emails' field to 'Never'. With the field set to 'Never', you would create a workflow rule to generate emails.
How do I enable email approval 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.
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 email approval work in Salesforce?
Salesforce Email approval response allows users to approve or reject approval requests by simply replying to the Approval request email received after the record is submitted for approval. So, the users can approve or reject records without logging into Salesforce.
How do I approve approval in Salesforce?
Here is list of steps for approval process in salesforce :Setup -> Create -> Workflow and Approval -> Approval Process.Select object for approval process to be written.Click on Create New Approval Process.Select Standard Setup Wizard from drop down.Enter the Process name, Unique Name and description for your process.More items...•
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 make approval comments mandatory Salesforce?
Here are the steps to make this possible: Create a new picklist field on your approval process object called "Approval Comment Check". ... Create a new workflow field update action, call it "Approval Comment Required" and configure it so that your new Approval Comment Check field is updated to the "Required" value.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.
How do I give an email approval?
Best practices for approval request message formatBe clear and concise. ... Craft your subject line well to communicate the intent of the email.Know your audience. ... Break up long requests into smaller sections with headers and bullet points.Describe the positive impact on the company this request would have if approved.More items...•
How do I create a custom approval process in Salesforce?
CategoriesStep #1: Map Your Approval Process.Step #2: Create a Custom Object and Custom Fields.Step #3: Create An Email Template to Notify Managers of Request.Step #4: Create the Custom Salesforce Approval Process.
How do I set up auto approval in Salesforce?
Let's see how you do it.Click. and select Setup.From setup, enter Process Automation Settings in the Quick Find box and select it.Click the Process Automation Settings link.Make sure Enable Email Approval Response is selected.Set the Default Workflow User to your name.Click Save.
How do I activate my approval process?
From Setup, go to Process Automation | Approval Processes.Select the approval process that you created, for example, On-Site Approval Process.Click Activate, then click OK.
What are two final approval actions in an approval process 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.