How to pull an email address from one field into another

Question

I'm wanting to insert the Account 'Email' value in to another field in a Workflow action but am having some trouble getting the formula right.

This is what I Have so far..

Workflow rule = `Account: Email not equal to null'

Immediate Action; field update: 'new email field' equals formula: 'PersonEmail'

I've also tried TEXT(PesonEmail) in the formula but to no avail

Answer 1

From your question, it seems that you enabled Person Account in your organization. If that's the case, then you will have to check the IsPersonAccount field rather then checking the Email field.

So your workflow's rule criteria should be IsPersonAccount equal to true and not Email not equal to null

As your current rule criteria is Email not equal to null, which will always be false, hence your workflow is not firing.

Change your workflow to

Workflow rule = Account: IsPersonAccount equal to true

Immediate Action: field update: new email field equals formula: PersonEmail

You can find further help on this Salesforce knowledge article.

Answer 2

There are below possibilities that you need to check:

1. Is your workflow activated?
2. Please refer below image for reference. In your case object should be Account and Field to Update should be Account field.

3. If above screenshot does not resolve your issue then please paste your code.