[SalesForce] Approval Process Assignment Email Alert Not Sending

I'm having difficulty figuring out why this approval process isn't sending an email to the approver. Here are the details on the process:

  • Active: Yes
  • Next Automated Approver Determined By: (this is empty)
  • Entry Criteria: (this is empty)
  • Approval Assignment Email Template: My_Approval_Assignment_Template
  • Initial Submission Actions:
    • Record Lock
  • Approval Steps
    • First – Criteria: Custom_Field__c EQUALS 'Required', else Approve, Assigned Approver: Assign to Approver__c
  • Final Approval Actions
    • Record Lock
    • Email Alert: Notify Submitter
    • Field Update: Mark Approved
  • Final Rejection Actions
    • Record Lock
    • Email Alert: Notify Submitter
    • Field Update: Mark Rejected

The problem is My_Approval_Assignemnt_Template doesn't get sent out to Approver__c in approval step 1. Here is what I have tried:

  1. I have verified that the email address is valid.
  2. I have verified that the user is actually assigned the approval process.
  3. I have verified that the approval/rejection emails go out properly.
  4. I have verified that email deliverability is 'all email.'
  5. I have switched the submitter and approver users and the approval/rejection emails still behave as expected, but the assignment alert is still not sent.

Am I missing something? I saw here that they mention the 'next automated approver' should be filled out, but for my process I don't need that, I just need a specific calculated approver in the Approver__c lookup field on my object. Are those two fields tied together?

Best Answer

Its workaround to try and see whether works for you.


Under Initial Submission Actions

  • new action "Email Alert", add email template and other details
  • select Recipient Type as "Related User", choose field "Approver_c"

In case if its not working, then try with other email id. Please post back your findings.

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