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SakshiSakshi 

Email Approvals before sending to customer

I need help to develop following functionality:

We have Brocker (Profile) who send emails to customers. I need a kind of approval system for these email.
All email send by Brocker will be passed to our manager first . After review and approval that email will be sent to customer.

Is it possible to develop this kind of functionality using workflow or custom visual force page? Please guide me.

 

Regards

Savi

Pradeep_NavatarPradeep_Navatar

In my opinion, it can be achieved through custom visualforce page. You need to provide an interface where broker can enter the draft email and select mail ids of the customers. Provide two buttons on the page 1. submit and 2. Approve. Approval button can be enabled for a particular profile. On finally submitting the page an email can be generated to the approver.  And approver can login and approve the pending mail. On approval, mails can be shooted to the already entered customers.

 

Hope this helps