If the email notification includes all the information that an approver needs to make a decision, enable email approval response. That way, a user can simply reply to the email notification.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
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.
- Considerations for Email Approval Response in Classic Approval Processes
Before you enable the ability to act on approvals via email, review how email works with your classic approval processes. - Default Template for Email Approval Response used by Classic Approval Processes
When you enable email approval response, Salesforce uses a default email template for classic approval processes—unless you specify a custom email template. - Enable Email Approval Response for Classic Approval Processes
After you’ve reviewed the considerations and prepared the right template, flip the switch that lets users respond to approval requests directly from their email.