Download page Approving a Request.
Approving a Request
Depending on the approval process configuration, if an approval request is initiated and you are the assigned approver for the request, you will receive an approval notification or an email. You can 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 approve or reject an individual request from the Approval Requests tab.
Approving a request from your email: If an approval request is initiated and you are the assignee for the process, you will receive an email regarding the approvals assigned to you. To approve or reject a request from the email itself,
- Use the "Approve" or "Reject" keywords in the first line of the body.
- Add a comment to the second line.
- End comments with a blank line.
The queue email address cannot be used for notifications. If the Send Email to Members box is unchecked in the queue, the current user's email (not the queue email address) will be used for notifications. This is due to Salesforce limitations that Conga cannot circumvent.