Salesforce Approval Processes do not include a native reminder email feature. This article explains how to configure reminder emails using a custom Checkbox field, Approval Process Field Updates, and a Scheduled Record-Triggered Flow.
Preparation:
Please follow the detailed steps below:
Step 1:
In Salesforce Classic (Enhanced User Interface):
1. Click Your Name | My Settings | Email | Email Templates
1. Click Setup | Email | Templates
Step 2 (for all User Interfaces):
Step 1
1. Click Your Name | Setup | Customize.
2. Choose an Object.
3. Select 'Fields.'
4. Navigate down to 'Custom Fields.'
1. Click Setup | Customize
2. Choose an Object.
3. Select 'Fields.'
4. Navigate down to 'Custom Fields.'
1. Click Setup | Objects and Fields | Object Manager.
2. Choose an Object.
3. Select 'Fields & Relationships.'
Step 2 (For all User Interfaces):
1. Click the New button.
2. Select Checkbox | Next.
3. Fill in Field Label - Default Value is Unchecked | Next | Next | Save.
4. Navigate to 'Page layout' and hide the checkbox.
Salesforce Classic (Non-Enhanced User Interface):
1. Click Your Name | Setup | Create | Workflow & Approvals
2. Click Approval Processes.
Salesforce Classic (Enhanced User Interface):
1. Click Setup | Create | Workflow & Approvals
2. Click Approval Processes
Lightning Experience:
Click Setup | Process Automation | Approval Processes
Then (For all User Interfaces):
Step 1
1. Go to Flows.
Salesforce Classic (Non-Enhanced User Interface):
Click Your Name | Setup | Create | Workflow & Approvals | Flows
Salesforce Classic (Enhanced User Interface):
- Click Setup | Create | Workflow & Approvals | Flows
Lightning Experience:
- Click Setup | Process Automation | Flows
2. Choose the Object, then click Next.
Step 2: Create a flow
1. Click New Flow button.
2. Choose Record-Trigger Flow, then click Create button.
3. Choose the Object.
4. Choose A record is created or updated in Configure Trigger.
5. Choose All Conditions Are Met (AND), then Field - Custom Checkbox | Operator - Equals | Value - True in Set Entry Conditions.
6. Choose Only when a record is updated to meet the condition requirements in When to Run the Flow for Updated Records.
7. Choose Actions and Related Records in Optimize the Flow for.
8. Click Start icon, then click Add Scheduled Paths (Optional).
9. Fill in Path Label and API Name.
10. Set Last Modified Date as Time Source.
11. Set 24 in Offset Number, and Hours After in Offset Options.
12. Click Add Element icon on your scheduled path.
13. Choose Send Email Alert.
14. Choose your email alert in Action.
15. Fill in Label, API Name and Record ID.
16. Click Save button.
17. Fill in Flow Label and Flow API Name.
18. Click Save button.
19. Click Activate it.
See Also:
Set Up an Approval Process
Transition to Flow: Workflow and Process Builder Retirement
Move Processes and Workflows to Flow Builder with the Migrate to Flow Tool
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