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            Set Up Email Service for Advanced Approvals

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            Set Up Email Service for Advanced Approvals

            Set up an email service and email service address for Advanced Approvals. When an approver replies to an approval email, your org’s email service allows Advanced Approvals to apply their response to a record. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later
            1. From Setup, enter Email Administration, and then select Deliverability.
            2. Make sure that the Access picklist has a value of All email.
              This value ensures that approvers always receive approval requests.
            3. Define an email service.
              1. From Setup, enter Email Services, and then select Email Services.
              2. Click New Email Service.
              3. For the email service name, enter Approval Services.
              4. In Apex Class, search for ApprovalEmailHandler, and then select ApprovalEmailHandler.
              5. In the Accept Email From field, enter the email domains that you want to use, with multiple domains separated by a comma and a space. For example, you could enter gmail.com, yahoo.com.
              6. Select the Active field.
              7. In the Failure Response Settings section, select a value of Bounce message for all the action fields.
              8. Select Enable Error Routing.
              9. From the Route Error Emails to This Email Address field, enter the email of the Salesforce admin who handles this advanced approvals package.
              10. Click Save.
            4. Next, define an email address to use with your email service.
              1. From the Email Service: Approval Services page, click New Email Address.
              2. Provide a name for your email address.
              3. In the Email Address field, enter a unique name, such as approval_services.
              4. Select the Active field.
              5. In the Accept Email From field, enter the email domains that you want to use. We recommend that you enter the same domains that you provided in your email service record.
              6. Click Save.
            5. Connect the email service to Advanced Approvals.
              1. From the Email Service: Approval Services page, go to your new address and copy the value in the Email Address field.
              2. From Setup, enter Installed Packages, and then select Installed Packages.
              3. Find the Advanced Approvals package and click Configure.
              4. Paste the email address into the Inbound Approval Email (Long) field, then save your changes.

            See Also

             
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