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.
Carry out the following steps to create an email template for use with approval assignments:
- Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
- Click on
Setup, as shown in the following screenshot:
- Navigate to the new email template creation page by clicking...