Astrea Approval process reminder is an app that has the functionality of sending approval reminder emails to approvers for all the pending approval processes. The app sends upto three reminder emails to the user.
Functionality of Astrea Approval Process Reminder
Approvers for Approval processes in Salesforce are typically senior people and extremely busy. At times approvers “forget” about approvals to be done, and business processes get struck. The app tries to address this issue by sending reminders to approvers at intervals setup by Salesforce admin.
The app sends upto three reminders based on the inputs given by the user for number of days entered for first, second and third reminders for all the pending processes. This app is designed only for the admins of the Salesforce org. The full details of the setup can be seen in the User guide available on AppExchange and from here
The key features of the app are:
- It ensures business continuity by making sure that no items are stuck in Salesforce org, and if there are any, it sends automatic follow up emails to approvers
- It sends reminder emails at specified time intervals
- Admin user can set the time at which he wants the email to be sent to approvers
Using the Astrea Approval Process Reminder
In order to use the app, Salesforce admin needs to do some settings-
On the approval process reminder app, click on the setup page tab as shown below.
On the next page, provide inputs for the process reminder settings. Fill number of days for first, second & third reminder and time of the reminder.
Salesforce Admin can edit the settings data whenever she wants to but user need to abort the already running job after updating the settings data and then schedule the batch again
The App is available on AppExchange and can be downloaded from here
For any queries on the app, please email firstname.lastname@example.org.