How to Send Approval Reminders in Salesforce Flow

[@lewishowel4288]

This is like 90% of what I need. Is there anyway you can advise on doing, but by sending a daily email that takes user to My Items To Approve, or even just a plain text email with list of items to be approved? Use case is high level senior management, don't go on SF daily or use the mobile app, so they want an email each day if there are outstanding approvals (if none, then no email). This user would only need to approve maybe 5% of any approvals requiring approval, as it would only be very high value / high discount etc. The rest are done via line managers etc.

[@lewishowel4288]

Just FYI, I went simple option on this...rather than an email for each with links etc, I just created a simpler flow, advising user(s) needed they need to log on and check for approval via home page. So flow looks up nodes as per your get records, and if count if 1 or more, sends generic email. Thank you though, I was missing nodes, and the ProcessNodeName on the filter, sorted me right out :)

[@KaitiShaver]

Hi! This video was extremely helpful. For the "Custom Notification Type" node (where Developer Name equals Default_Notification_Type), did you have to build that out? Also, how did you clear the actorID in the last step?

[@CRMTom92]

Yes you build Custom Notification Types under Custom Notification. To clear the Actor ID in the Assignment set the value to null/blank

[@WladiaSouzaDinha]

What value is assigned to the target object Id? You used Process Instance Step , but we have this value for this field in Process Instance.

[@CRMTom92]

This is coming from {!Loop_Filtered_Process_Instance.ProcessInstance.TargetObjectId}

[@vishnuvardhanreddy8059]

Actor ID and the Target object ID for these two which fields we need to map?

[@CRMTom92]

Actor ID references the current user, whereas the Object ID references the current record.

[@jennikillmer7594]

In order to catch the correct Actor (the one who needs reminding), I think you need to get the ActorId from ProcessInstanceWorkitem. Added benefit: workitems only exist while they're pending, so you're certain to only remind those who need reminding.