Workflow to send an Email Alert from related Contact's email on Lead
|Knowledge Article Number||000240392|
|Description||If you have a Lookup field on the Lead object for Contact and you want an Email Alert to be sent to the related Contact from the Lead record then here is the procedure to achieve this.|
|Resolution||Emails can only be sent to the Email Fields residing on the record via Workflow Rule + Email Alert. If the Email field is on the Contact record, we need to bring this email field to Lead record in order to use the same in Workflow Rule Email Alert.
First, we need to create an Email field on the Lead object. Here is the click path:
1. Click Setup | Customize | Leads | Fields
2. Click New
3. Select the field data type: Email
4. Enter the field Label as Contact Email (Contact_Email__c)
Now, we will build the Workflow Rule + Field Update. Here are the steps:
a. Click New Rule
2. Again click on Add Workflow Action
a. Select Email Alert
b. Enter the description like Email Alert to Contact
c. Select the desired Email Template
d. In Recepient Type select - Email Field. You would get the Email : Contact Email is listed in Available Recepients section.
Select the same and add it to Selected Recepients section.
e. Click on SaveThis way we can send the Email Alert to the related Contact from the Lead record.
f. Click Done
g. Click Activate