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a classic email template is currently being sent out to one user every time a 'funds request' is made.

I would like to add another user to also receive this email, but I cant find where to add the other users email address.

I've had a look in the process builder but cant find anything relevant - is there anywhere else I should check?

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  • you should check the email alert related to the email action in process builder, there you can find all the recipients of the email Oct 11, 2021 at 13:23

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You need to check Email Alert Settings,

for that, Go to Quick find >> Search Email alert. then you can find the Email alert list under Workflow & Approvals Section

If that 2nd user already having salesforce account. You can add that 2nd user in Recipients settings in Email alert which having that Email Template. Then that 2nd user also get that email.

If that 2nd user is not an user in your org. You can use Additional Emails option to mention that user email. (But please note, you can only mention 5 email address in that option as max).

Please let me know if it helps.

Thanks.

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