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Customer experience | Sales, Customer Insights,...
Suggested Answer

Using Workflow to send email to Account Related Contacts

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Posted on by 92

I Have added the following field to my account:

pastedimage1571411229439v1.png

These are Lookups to the Contacts table.

So basically this company had multiple email addresses depending on what "Group" within that account need to be emailed.  


I have a workflow that gets triggered when a specific email needs to be sent.  When the Sales Department needs to be notified my workflow should "Pull" the contact from the "Sales Contact" field on the account form.

However, this is what it looks like in my workflow:

pastedimage1571411439291v2.png

When I trigger the workflow and try to send the email I get an error stating I need to supply a valid recipient.

Is it even possible to do what I want to accomplish?

Thanks

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  • Suggested answer
    Joana Pinto Profile Picture
    740 on at

    Hi,

    Are those accounts valid to send emails? There are some out of the box fields regarding communication in which you say if you want the account to allow emails, etc.

    pastedimage1571412912016v1.png

    Also, check if the email field has a valid email address, on the fields of emails.

    Regards,

    Joana

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