Choose Request Notification Templates for a Classic Approval Process
When a classic approval process assigns an approval
request to a user, Salesforce sends the user an approval request email. If Approvals in
Chatter is enabled, Salesforce also posts the approval request to Chatter. Choose templates for
each of these notifications.
Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This
new feature provides a more flexible, user-friendly flow-based interface, and it can trigger
on record changes, supporting Apex extensibility and detailed logging for compliance and
audit trails. It supports dynamic routing based on data and business rules, unlike Classic
Approval Processes, which are tied to specific objects and offer limited support for
processes by using conditions. With Flow Approval Processes, you can monitor submitted
records and quickly identify bottlenecks, giving you unprecedented visibility into approval
workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume
automation credits or orchestration runs.
These fields are available from both the jump-start and standard wizards.
Field
Description
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.
Approval Post Template
Available only when Approvals in Chatter is enabled.
Choose an approval post
template to use when notifying approvers via a post in their Chatter feed. Leave
blank to use the default post template for this object or, if there isn’t one, the
system default template.
NoteIf Email approval response in Process Automation Settings
in Setup is enabled, be sure that the email template you use describes how to correctly
use both response options: clicking the link and replying by email. If the user doesn’t
respond correctly (for example, if the user misspells approve or
types it on the wrong line), Salesforce doesn’t register the user’s response.
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