Background: We have a custom Opportunity Object with a related Content List (documents like Solution Plans pertaining to an opportunity is uploaded into the Content via the related list). Few of the documents uploaded should go through a review before it is finalized.
We are trying to develop an Approval Process with the below characteristics:
[1] Choose an Approver - Salesforce User and/or non Salesforce User [2] Choose a document from the Content and send it as an Attachment via the Email (alternatively the document link will also work) [3] Capture the comments via Email (Email response)
After investigating we found the following limitations:
[1] Non Salesforce Approvers cannot be chosen [2] Approvals cannot have attachments [3] Email response is only available for Salesforce Users (need to have "API Access" in profile)
Workarounds:
To develop Apex controller(s) to handle attachments via Email to salesforce & non Salesforce users;
Is there a way to achieve the below:
[1] Capture Review Comments (from both Salesforce & Non Salesforce Users) as we are not using the OOB Approval Flow. [2] Send document link uploaded in Content rather as an Attachment.