Friday, 30 October 2015

How to approve or reject the record without login to salesforce?

Go to Setup --> Build --> Workflow & Approvals --> Process Automation Settings --> Check "Enable Email Approval Response" option --> Save.



This option allows, user can approve/reject record without salesforce login.

Enabling email approval response lets users reply to email approval requests by typing APPROVE or REJECT in the first line and adding comments in the second line.

Possible email response reply for approving records,

1. APPROVE
2. APPROVED
3. YES

Possible email response reply for rejecting record,

1. REJECT
2. REJECTED
3. NO


If replying via email, you can also add comments on the second line. Comments will be stored with the approval request in Salesforce CRM.

Reference:

4 comments:

  1. i was checked the enable email response in permission set. But it will also asking login credential

    ReplyDelete
  2. Nice information thank you,if you want more information please visit our link
    salesforce training
    salesforce login

    ReplyDelete
  3. This is such a great resource that you are providing and you give it away for free. I love seeing blog that understand the value of providing a quality resource for free. hotmail entrar direto

    ReplyDelete

Activities: Assign Tasks to a Queue Salesforce Lightning

Salesforce announced to assign Tasks to a Queue beginning from Spring'20 release. How does it work? In Setup, enter Queues in th...