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SFDC n12 Approval process help needed
Hi,
I am having an approval process with multiple stages of approvers , but req is
if the approver is rejecting a specific record , i want to notify the user with an email which i have an email alert for it and apart from that i want the default out of box salesforce rejection mail to be sent to the customer
How do i enable it in my approval process in rejection
Help me with it please
Thanks in Advance
I am having an approval process with multiple stages of approvers , but req is
if the approver is rejecting a specific record , i want to notify the user with an email which i have an email alert for it and apart from that i want the default out of box salesforce rejection mail to be sent to the customer
How do i enable it in my approval process in rejection
Help me with it please
Thanks in Advance
The final Rejection Action, you will need to create an email alert with your email template. You can select your email template and add it; same will go as an email. You will have to add Rejection emails through email alert then only those will be sent to users.
Thanks,
Pratik
All Answers
You can add email alerts in "Rejection action" of "Approval Steps" and also add Email alert to "Final Rejection Action".
Hope this will help you.
Thanks,
Pratik
For the default out of box email template for rejection, should i add it in Final Rejection Actions
and what is the default salesforce email template that salesforce provides for rejection(what should i include it in final rejection action)
The final Rejection Action, you will need to create an email alert with your email template. You can select your email template and add it; same will go as an email. You will have to add Rejection emails through email alert then only those will be sent to users.
Thanks,
Pratik
Salesforce will not send Approve/Rejection email by default , you will need to add it as an email alert in Aproval/Rejection action.