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Static Dev
Send an Email Alert to submitter through Approval Process
Hi,
I need to create a approval process to send an auto response email alert to submitter. When an oppurtunity is "Approved" or "Rejected".
I have created email templates. Please let me know Approval steps i need to take care off.
Thank you.
1. Create a workflow on opportunity with entry criteria as "Approved" or "Rejected".
https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_workflow_rules.htm&language=en_US (https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_workflow_rules.htm&language=en_US)
2. Add workflow action email alert.
https://help.salesforce.com/HTViewHelpDoc?id=creating_workflow_alerts.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=creating_workflow_alerts.htm&language=en_US)
Let me know if you need any more information.
Above functionality can it be achieved by a approval process or workflow rules(email alerts). Please let me know.
Thanks
It is possible by both. Email alert is an action that can be triggered on various occasion. Both wflow and approval process can trigger this. Please elaborate your business requirement if you need any help from me on deciding which one to use.
Regards
akram
Requirement is there is already an existing approval process on that object ex(Opp). I am trying to setup an updated email alert
When the opp has been approved or rejected, An Auto Response email should be generated to the Submitter:
Email will have some context to contact specific people.
Please let me know if i am clear.
Thanks
For this requirement approval process is what you need. Go to the detail page of your existing approval process. You will see two related list,
1. Final Approval Actions
2. Final Rejection Actions
Use the add new button against each related list to add email alert against them.
Hope this helps.
Regards
Akram
Thank you once again. I apperciate it!!!
For post rejection notification you can add email alert in "Final Rejection Actions"
It's available in approval process itself.
Can you please tell tool for changeset prepartion.
regards
ashwani sharma