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Send an Email Alert from the Associated Email of a Contact in a Lead Record

Julkaisupäivä: Oct 13, 2022
Kuvaus

By creating a workflow rule and email alert, an autogenerated email alert can be sent to a related Contact from a Lead record, when a Contact email address lookup field is added to a Lead record. 

Please see the resolution for details on how to create a custom contact lookup field on Lead Object and configure a workflow rule and email alert to meet this requirement. 

Ratkaisu

A. First, create an Email field on the Lead object.
 
1. ​Navigate to:

Salesforce Classic: Setup | Customize | Leads | Fields
Lightning Experience: Setup | Object Manager | Lead | Fields & Relationships

2. Click New
3. Select the field data type: Email
4. Enter the field Label as Contact Email (Contact_Email__c)


B. Secondly,  build a Workflow Rule: Field Update. 
 
1. Navigate to:
 
Salesforce Classic: Setup | Create | Workflow & Approvals | Workflow Rules
Lightning Experience: Setup | Platform Tools | Process Automation | Workflow Rules
 
  1. Click New Rule
  2. Select the object: Leads
  3. Enter the rule name: Email alert for related contact
  4. Evaluation Criteria: Evaluate the rule when a record is created, and every time it's edited
  5. Rule Criteria: Formula evaluates to true
  6. Formula: AND(NOT(ISBLANK(Contact_Email__c)), ISCHANGED(Contact_Email__c))
  7. Click Save & Next
  8. Under Immediate Workflow Actions, click on Add Workflow Action and select Field Update
  9. Enter the unique name as Update Contact Email
  10. Object Lead
  11. Field to Update: Lead: Contact Email
  12. Select Use a Formula to Set the New Value from under the section 'Specify New Field Value'
  13. Click on Show Formula Editor
  14. Formula: Contact__r.Email
  15. Click Save

After setting up the field update, create an Email Alert to the same workflow created above.

2. Again, click on Add Workflow Action
 
  1. Select Email Alert
  2. Enter the description like Email Alert to Contact
  3. Select the desired Email Template (only classic Email Templates are supported)
  4. In Recipient Type select Email Field. You would get the Email: Contact Email is listed in the 'Available Recipients' section. Select the same and add it to the 'Selected Recipients' section.
  5. Click on Save
  6. Click Done
  7. Click Activate

Congratulations, this new workflow will now send the Email Alert to the related Contact from the Lead record!


See Also:
Send an Email Alert to the Account Owner when Task is created or updated
 
Knowledge-artikkelin numero

000381736

 
Ladataan
Salesforce Help | Article