Use send actions to save your support agents time by ensuring that email messages are sent automatically at the end of an approval process.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To create Send actions:||“Customize Application”|
Send actions are available only in organizations that have email drafts enabled.
- From Setup, enter Send Actions in the Quick Find box, then select Send Actions.
- Click New Send Action.
- Select Email Message from the object drop-down list.
- Enter a unique name for the action.
- Optionally, enter a description for the action.
- Click Save.
After you create a send action, create an approval process that includes it.