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After the approval was started the assigned approver(s) will take over the record and either approve or reject the approval. (?other page or explain on this page?)By adjusting the page layouts you can customize the Ad Creative record page to your needs for everyone involved in the process, e.g. like this:

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After the approval went through was completed you might receive an email on the decision of the approver. Also the Approval Status on the Creative overview page will change for each Ad Creative accordingly. In case of a rejected approval please Take a look at the reason via the record link action next to the rejected Ad Creative which will open the record on a new tab to give you more detailed information. Depending on the setup of your Administrator the rejected Ad Creative can also be opened from the link in the update mail.

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After successful approval of the creative it can be taken to the follow-up processes.

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Setup

  • Set up the needed Salesforce approval flow(s)

  • Adjust the Ad creative record layout to give the approver a good overview of the item to be approved

  • Adjust the Approval layouts

  • Create mail templates for approval flows