Loading

Create an Advanced Approvals email template in CPQ

Udgivelsesdato: Mar 5, 2026
Beskrivelse

When a record's approval is Requested, Recalled, Approved, or Rejected in Advanced Approvals, admins can Set Up Advanced Approval Email Templates to send a formatted emails to your approval recipients.

Løsning

Salesforce Advanced Approvals supports Visualforce email templates. The following Visualforce Email Template sample can be used as a reference. Ensure the code {!relatedTo.Quote__r.Id} is the first ID that appears within the message body tag. Here is the sample Request Template:

<messaging:emailTemplate subject="APPROVAL REQUEST SAMPLE: {!relatedTo.Quote__r.Name}, {!relatedTo.Quote__r.SBQQ__Opportunity2__r.Owner.Name}"  relatedToType="sbaa__Approval__c">
<messaging:HtmlEmailBody >
<html>
<body>
Hello, You have been requested to approve the following:
<p>
<p><b>Quote Name:</b>&nbsp;<apex:outputLink value="https://[your URL here]/{!relatedTo.Quote__r.Id}" >{!relatedTo.Quote__r.Name}</apex:outputLink></p>

<p><b>Opportunity Name:</b>&nbsp;<apex:outputLink value="https://[your URL here]/{!relatedTo.Quote__r.SBQQ__Opportunity2__r.Id}" >{!relatedTo.Quote__r.SBQQ__Opportunity2__r.Name}</apex:outputLink></p>

<p><b>Opportunity Owner:</b>{!relatedTo.Quote__r.SBQQ__Opportunity2__r.Owner.Name}</p>

<p><b>Quote Total:</b>&nbsp;<apex:outputField value=" {!relatedTo.Quote__r.SBQQ__NetAmount__c}"/></p>

<p><b>Payment Terms:</b>&nbsp;<apex:outputField value=" {!relatedTo.Quote__r.SBQQ__PaymentTerms__c}"/></p>

<p style="color:white"><apex:outputText value="{!relatedTo.Id}"/></p>
</p>
</body>
</html>
</messaging:HtmlEmailBody>
</messaging:emailTemplate>


Note: This email template was designed to be used for an Approval Rule set up on the SBQQ__Quote__c object. The template includes examples of merge fields and creating links that reference related records. The URL samples include a "[your URL here]" that must be replaced with your specific Salesforce domain.

Vidensartikelnummer

000388735

 
Indlæser
Salesforce Help | Article