Give approval designers the ability to use Lightning or Visualforce email templates. Designers can associate these templates with specific approval steps or the entire workflow. They can configure these templates for up to 8 different notification reasons that are relevant to approval submitters and reviewers. Previously, the custom email templates configured within the approval workflow lacked advanced formatting capabilities and didn’t support custom submitter emails. Use the new templates to show complex record data in structured formats, such as tables and images, so that your approval reviewers have all the necessary context to act on the requests directly from their email.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Growth or Revenue Cloud Advanced license where Advanced Approvals is enabled.
Who: To create and update email templates, you need the relevant email template permissions. To create approval alert content definition records, you need the Approval Admin, Approval Designer, or the Modify All Data user permission.
Why: Approval designers can use the email templates to notify the approval reviewers about key updates, such as approval step assignment and auto-approval confirmation. Similarly, notify the approval submitters about updates such as the creation of their approval submission and the approval or rejection of their submission.