To accelerate approval times, turn on Dynamic Approval Notifications. This feature embeds AI-generated summaries directly into approval email notifications and individual Slack direct messages, giving approvers the context they need to act quickly.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions where Advanced Approvals and Einstein for Sales, Einstein for Platform, Einstein for Service, Einstein 1 Service, or Einstein GPT Service are enabled |
Important In order to use the AI generated email feature to approve or reject
approval work items, your org must be provisioned with Data Cloud and Einstein. If you don’t
have access to them, reach out to your Salesforce account executive.
| User Permissions Needed | |
|---|---|
| To turn on dynamic approval notifications: | Approval Administrator |
| To receive AI-generated approval notifications: | Execute Prompt Template |
- From Setup, find and select Approval Settings.
-
Turn on Dynamic Approval Notifications.
When turned on, dynamic approval notifications are used in the body of approval emails of approval email templates. The prompt template that's provided in the org is the only one used with dynamic approval notifications.
Example Let's consider a scenario where a manufacturing company uses dynamic approval
notifications to streamline its quoting process. When a sales rep submits a quote, the sales
manager receives an email that includes key data generated based on the step's approval
conditions and user context, like the total quote amount and discount percentage, and features an
AI-powered summary highlighting critical factors, such as low profit margins. The manager can
then review all necessary context and approve or reject the quote directly from their
email—without logging into another system. This process reduces approval times by 30% and ensures
all decisions are fully informed.