2

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?

2

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.

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  • 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

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