I have a Workflow Rule on the Opportunity object that sends an email to Users and the Owner which is fine.

I want to add an action to the Workflow Rule to email the associated Person Account email address. However, the Create Email Alert does not offer the Person Account as a recipient.

Is there any way I could do this?


In fact you can't. There have been requests for many years to Salesforce from the success community to allow Workflows to Send Alerts to Person Accounts as to no avail.

A workaround would be to create a custom email field and copy the primary Email field to this custom email field (with a WFR / Field update). The custom email field is available as a recipient to Workflow Email Alerts.

  • I have come to the same conclusion. My alternative is Apex run from a Process Builder workflow. But having looked at this I'm heading back to your solution. I'll accept your answer if it gets me anywhere near a solution this morning. thanks, @Fred.
    – Dizzley
    Apr 11 '16 at 9:46
  • This is really annoying.
    – Robs
    Jul 9 '19 at 14:45
  • 5 years later and still not resolved.. Link to the 'official' workaround: help.salesforce.com/… Jun 23 at 11:45

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