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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... FREE CHAPTER 2. Salesforce CRM's Home Page is Where the Heart is... 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Creating an email template for use with approval assignments

When building approval processes for records in Salesforce CRM, it is necessary to specify the users that are to approve the record at each step of the approval process.

To notify these users that an approval request has been assigned to them, an email is sent by the system. Here, you can specify a custom email template to be used when notifying an approver.

In this recipe, we will create an email template that will be used to notify users that an opportunity is at, or above, a certain amount and at a specified stage, and that the record requires their approval to continue through the sales process.

How to do it...

Carry out the following steps to create an email...

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