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            Schedule Approver Reminder Emails

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            Schedule Approver Reminder Emails

            Use a workflow rule to send a reminder email to approvers who haven’t responded to an approval request in a set amount of time. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and later
            1. Create an email template for your Advanced Approval reminders.
            2. From Setup, enter Workflow & Approvals, and then select Workflow Rules.
            3. Click New Rule.
            4. Select Approval for the Object field, and then click Next.
            5. Set the evaluation criteria to Evaluate the rule when a record is created.
            6. Set the rule criteria to Approval:Status EQUALS Assigned,Requested, and then click Save & Next.
            7. From the Time Dependent Workflow Actions field, select New Time Trigger.
            8. Choose the amount of time to wait before Salesforce sends the reminder. For example, choose two days after the rule trigger date. Then save your changes.
            9. From the Time Trigger menu, enter New Workflow Action, and then select New Email Alert.
            10. Name the email alert and enter a description, and then select the email template you made in Step 1.
            11. From the Recipient Type menu, select Related User: Assigned To, and then save your changes.
             
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