Monday, September 11, 2017

Approval Process Reminders

The main reason for approval processes to get stuck is because users forget they need to approve them. This app gives your users a daily summary email of any pending approval processes assigned to them.

Easiest possible way to get started and automatically emails all users blocking approval processes
- Emails include links to the records to approve with oldest approvals first
- Supported in Lightning & Classic
- Daily reminder emails for pending approvals

This app is pretty simple to configure, once installed, you just need to enable the scheduler from "Approval Process Reminders" tab, you also can run it manually for testing by click "Run Batch Now" button.

All the users that need to approve/reject pending approvals will get one email daily, with links to the object page, and it also show days it has been stuck, sample email as below:

User need to looks for Approval History to approve or reject

Limitation: we can't configure the email template, including signature by the publisher "Sent from CloudAnswers Approval Process Reminders", also we can't easily configure the schedule time.

Type: Managed Package; AppExchange

Paid/Free: free

Publisher: CloudAnswers


Version: 1.5.0

Blog last updated: 11 September  2017

Signature Capture for Salesforce Lightning

When you are migrated to Lightning, you know that you can add components into the Lightning page. At this moment (Spring '17 release), Salesforce provides less than 20 Standard components, such as: Chatter, Path, Report Chart, and etc. But you can add components by writing custom Lightning Component or install from AppExchange.

Signature Capture is a Lightning Component that allows signing via a browser or mobile device and stores the captured signature as a Salesforce attachment a Salesforce file
    - Capture customer sign off at the point of task completion
    - Record the signature against any object that supports attachments or files
    - Pure HTML5 - no additional libraries or browser add ons

Type: Managed Package; AppExchange, Lightning Component

Paid/Free: free

Publisher: BrightGen Ltd


Version: 1.18

Blog last updated: 10 September 2017