+1 vote
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in Salesforce by (11.9k points)

New to Salesforce and having some issues with the Approval Process setup. I have combed the web looking for solutions but nothing is working.

I have a multiset approval process in place and that part is working fine, what I need is an email template (Which I think I have but not a good one) that I can reply Yes, Y, Approve or No, N, Reject, etc... to approval/reject the case.

When the approver replies by email it just sends me an email to the case owner and not to salesforce, what am I doing wrong?

Sorry, I don't think I should post any code here as it pertains to internal operations.

Thanks for any help on this.

1 Answer

0 votes
by (31.6k points)

Follow the below steps:

Set up > Create > Workflow & Approvals > Settings

You will need to allow Email Approval Response option, which will generate an email that looks to be from the user who created it but when you hit reply you will see the user to whom you're replying to will change to the SF Approval Process Reply email.

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