Email Alert - Send to Formula Field
Hi. Here's a really quick write up of a problem I came across over the Easter break.
On a Case record, I utilised a complex Formula field to return the best email address to send an update to.
The complication?
You cannot currently send an Email alert to a Formula field showing an email address.
The solution? Read on!
Making a Formula value 'Real'
As if often the case, my first port of call for this problem was the Salesforce Success Community.
I found this great suggestion from Deepak on how to solve this problem.
Salesforce success community: https://success.salesforce.com/answers?id=9063000000044DNAAY
I took Deepak's suggestion and set up a simple Process Builder function to populate an email field on the Case object with the text returned by the Formula.
The entry criteria for the Process Builder was a simple Not Equal To <> command.
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| Process Builder |
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| Entry Criteria |
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| Formula to Mirror the email address |
Hope that helps!
Deepak Anand is prolific on the success community and is well-worth following:
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