Approving a Request
Based on the Approval Process configuration, if an approval request is initiated and you are the assigned approver for the request, you receive an approval notification or an email. You can choose to approve the request using your Salesforce org credentials or from the mail itself. You can approve and reject multiple requests for complex processes.
Approving a request from Salesforce: Log in to your Salesforce org and from the Approval Requests tab, you can choose to approve or reject an individual request. You can also choose to approve a single request at a time.
- Use the Approve/Reject keywords in the very first line of the body
- Add comment in the immediate second line
- End comments with a blank line.
Queue email addresses cannot be used for notifications. If the queue's Send Email to Members box is unchecked, the current user's email (not a queue email address) is used for notifications . This is due to Salesforce limitations that we cannot bypass.
Scenario |
New Email Message |
---|---|
Normal assignment email |
System was unable to interpret and process email response. Please contact your system administrator if you feel you received this message in error. |
Approve or reject an already canceled assignment mail |
Your workflow approval message was not processed. An action has already been taken on the approval request. Please contact your system administrator if you feel you received this message in error. |
Approve or reject cancellation mail |
Your workflow approval message was not processed. An action has already been taken on the approval request. Please contact your system administrator if you feel you received this message in error. |
Approve or reject assignment mail that has already escalated to another person |
Your workflow approval message was not processed. An action has already been taken on the approval request. Please contact your system administrator if you feel you received this message in error. |
Approve or reject assignment mail that is already reassigned to another person |
Approval request has been reassigned and hence your workflow approval message was not processed. Please contact your system administrator if you feel you received this message in error. |
Approve or reject notified mail |
Your workflow approval message was not processed. You do not have privileges to approve/reject via email. Please contact your system administrator if you feel you received this message in error. |
Approval request not found |
No action required on this request. |
Reject without comments |
Rejection comments are required. Please provide appropriate comments for rejection and try again. |