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Considerations for Email Approval Response in Classic Approval Processes

Considerations for Email Approval Response in Classic Approval Processes

Before you enable the ability to act on approvals via email, review how email works with your classic approval processes.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Important
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.

Compatibility with Classic Approval Processes

Email approval response isn’t supported for classic approval processes that:

  • Assign approval to a queue
  • After the first step, let the approver manually select the next approver

Implicit Agreement with Salesforce

By enabling the email approval response feature, you agree to let Salesforce:

  • Process email approval responses
  • Update approval requests for all active users in your org
  • Update the approval object on behalf of your org’s users
 
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