If your users don’t need in-depth information to decide how to respond to an approval request, and they have a connection to Slack, enable Approvals in Slack. That way, a user can simply respond to the Slack notification.
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 Classic Approval Processes in Slack
Find out more about Approvals in Slack, before you enable it. - Enable Approval Notifications for Classic Approval Processes in Slack
If your org uses both classic Approval Processes and Salesforce Digital HQ app, approval notifications are automatically enabled in Slack. Users receive approval requests as messages on the Salesforce Digital HQ’s Messages tab. - Where Do Slack Classic Approval Notifications for Classic Approval Processes Appear?
When you have Approvals in Slack enabled, approval notifications are sent to the approver via the Salesforce Digital HQ app as a direct message in Slack. To see the approval request post, you must have access to Slack.