Default Template for Email Approval Response used by Classic Approval Processes
When you enable email approval response, Salesforce uses a default email template for
classic approval processes—unless you specify a custom email template.
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.
ExampleRequesting User has requested your approval for the following item.
To
approve or reject this item, reply to this email with the word APPROVE, APPROVED, YES,
REJECT, REJECTED, or NO in the first line of the email message, or click this link:
Link to approval request page
If replying via email you can also add comments on the second line. The comments are
stored with the approval request in Salesforce CRM.
Note: For Salesforce to process
your response the word APPROVE, APPROVED, YES, REJECT, REJECTED, or NO must be in the first
line of the reply email. Also, any comment must be in the second line.
If your org has Approvals in Chatter enabled and the approver opted to receive
notifications as Chatter posts, the default email template is appended with:
Example You can also approve, reject, and comment on this request from your Chatter feed:
Link to approval post in Chatter
Note If you use a custom email template for your classic approval process, make sure that it
explains 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 response.
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