1

Could you please help me with the below:

We have a custom object A containing fields of customer's name and email. When a new record is created for object A, The customer should receive an email notification.

I suppose that here we need to use Process Builder. However I cannot realize how we can send email to customer as in email alert options I can see only internal users and 'related contacts'.

Could you please shere your ideas how such kind of workflows are working? Thank you from the beginner :)

  • In the recipient type drop down of Email alert, you need to select Email field of Object A. Then use that email alert in your process builder. – Mr.Frodo Sep 28 '18 at 10:44
  • This works really! – Elena Iliina Sep 28 '18 at 11:03
  • Glad to hear that. I have added it as an answer. – Mr.Frodo Sep 28 '18 at 11:10
1

Pasting from comment:

In the recipient type drop down of Email alert, you need to select Email field of Object A. Then use that email alert in your process builder.

enter image description here

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.