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Rob Miller How can I create a Workflow Email Alert for a Person Account?
Our Org has Person Accounts enabled so what I am trying to do is create a Workflow Rule that fires off an Email Alert. When creating the Workflow Rule, I have to use the Account object (Person Accounts are a type of Account, not a type of Contact) and when I do that and get to the New Email Alert screen, I then go to the Recipient Type field and select Email Field, but there are no Available Recipients.
That is not a surprise given the standard Business Account object (which the Workflow engine uses) does have an email field. But, if my Org has Person Accounts enabled shouldn't the Account.PersonEmail field become an Available Receipients option? Or, maybe there is a different way to approach this? All ideas welcomed!!!
That is not a surprise given the standard Business Account object (which the Workflow engine uses) does have an email field. But, if my Org has Person Accounts enabled shouldn't the Account.PersonEmail field become an Available Receipients option? Or, maybe there is a different way to approach this? All ideas welcomed!!!
You need to create a workflow rule on Contact object as all the Person Account data is stored in Contact object.
Email is the field name used to store personEmail data.
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I tried that already, but it did not work. Instead I am trying this work around: https://success.salesforce.com/ideaview?id=08730000000BpvIAAS
Rob