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How do I use an Approval alert?
How do I use an Approval alert?

Learn more about the approvals feature!

Jessica Sherwood avatar
Written by Jessica Sherwood
Updated over 10 months ago

What is it?

The approvals feature enables the routing of approval requests via slack for any active, standard approval process that exists in SFDC.

When to use it?

Moving approval notifications to slack from email can increase the speed with which approvers see and act on approval requests.
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How is it set up?

Additional Information

  • The approvals feature supports standard approval processes. To create slack notifications for an approval process built using a CPQ package, leverage the "On Create/ Update" workflow alert type.

  • If you are routing approval requests to a channel, but sure to tag the approver in the opening message to ensure the approver knows which alerts require their attention.

SEE ALSO:
โ€‹Reports Feature

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