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PDXMarinerFanPDXMarinerFan 

Person Account Contact Email

I have a custom object that includes an Account Lookup.  I want to display the email address of the Person Account using a Formula Field on the custom object.  Ultimately, I want to be able create a Workflow Alert, sending an Email to the Person Account when the custom object is updated.  Is this possible?  Workaround?

 

Thanks

 

Mark

Beaverton, Oregon

CRMGeneralistCRMGeneralist
Yes, you should be able to do this with a Cross Object Formula. You create a Formula Field, set it as Text, then you should be able to pull in the email from your Person Object by clicking Insert Field then arrowing over to that object and selecting email.
brianwenzlbrianwenzl

I don't know if this solution worked for PDXMarinerfan, but I simply don't see the Contact-source Person Account fields in my cross-object formula. 

 

Do other people?