Salesforce Docs Portal

Choose Request Notification Templates for a Classic Approval Process

When a classic approval process assigns an approval request to a user, Salesforce sends the user an approval request email. If Approvals in Chatter is enabled, Salesforce also posts the approval request to Chatter. Choose templates for each of these notifications.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Important
Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This new feature provides a more flexible, user-friendly flow-based interface, and it can trigger on record changes, supporting Apex extensibility and detailed logging for compliance and audit trails. It supports dynamic routing based on data and business rules, unlike Classic Approval Processes, which are tied to specific objects and offer limited support for processes by using conditions. With Flow Approval Processes, you can monitor submitted records and quickly identify bottlenecks, giving you unprecedented visibility into approval workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume automation credits or orchestration runs.

These fields are available from both the jump-start and standard wizards.

Field Description
Approval Assignment Email Template

Choose a custom email template to use when notifying approvers that an approval request is assigned to them. Or leave blank to use the default email template.

The approval process uses the same template for every assignment email—no matter which approval step it’s for.
Approval Post Template

Available only when Approvals in Chatter is enabled.

Choose an approval post template to use when notifying approvers via a post in their Chatter feed. Leave blank to use the default post template for this object or, if there isn’t one, the system default template.
Note
Note If Email approval response in Process Automation Settings in Setup is enabled, be sure that the email template you use describes how to correctly use both response options: clicking the link and replying by email. If the user doesn’t respond correctly (for example, if the user misspells approve or types it on the wrong line), Salesforce doesn’t register the user’s response.

See Also