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Advanced Approval Emails
The Advanced Approvals package sends Visualforce emails in response to sales rep and approver actions. You can define templates for each type of email and associate them with an approval rule. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and later |
The approval process requires at least an approval request template associated with your approval rule. When a sales rep submits a record for approval, all approvers for that approval rule receive the request email.
You can also create email templates for the following types of Advanced Approvals actions.
- Approval: An approver approves one of their approval requests. This action changes the record’s Approval Status field value to Approved at the end of the approval cycle. Advanced Approvals then sends an approval email to the users from the approval recipient list (Owner, Record Created By, Initial Submitter).
- Rejection: An approver rejects an approval request. This action changes the record’s Approval Status field value to Rejected at the end of the approval cycle. Advanced Approvals then sends a rejection email to the users from the rejection recipient list (Owner, Record Created By, Initial Submitter).
- Recall: A sales rep recalls an approval so they can revise a record before it’s approved. This action changes the object’s Approval Status field value to Recalled at the end of the approval cycle. Advanced Approvals then sends a recall email to the Assigned To user or the users from the assigned group.
An approval rule record contains lookups to all four types of templates. That way, you can associate different types of a certain template with different rules. For example, you might want different language in a rejection email for a discount-based approval rule than you want for a markup-based approval rule.
- Set Up Advanced Approval Email Templates
Create a Salesforce email template and link it with an Advanced Approvals email template record. Your advanced approval process sends this email in response to a request, rejection, recall, or approval. (Salesforce CPQ Managed Package) - 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)
