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Missy LongshoreMissy Longshore 

Is it possible to send an opportunity workflow email alert to a contact role?

Hi,
I'd like to know if it's possible to send an opportunity workflow email alert, or any workflow email alert, to a contact role. 
Thank you!
Missy
Best Answer chosen by Missy Longshore
Sunil KhannaSunil Khanna
Hi

You can look at this post on developer boards where developers have created a trigger to populate the Primary Contact from the contact role

http://boards.developerforce.com/t5/Formulas-Validation-Rules/can-I-create-a-Workflow-email-alert-to-an-Opportunity-Contact/td-p/94918

All Answers

Sharif ShaalanSharif Shaalan
Hi Missy, this is not possible with config.  I have done this in the past by creating a "primary contact email" field on the pop that updates via trigger when the primary contact role is added.
David LiuDavid Liu
Hey Missy,

There's currently an idea you can vote up on Salesforce that would help you solve this!
https://success.salesforce.com/ideaView?id=08730000000BrHdAAK

Otherwise, your options are:
1. Create a "Primary Contact" lookup on the Opportunity and ask users to populate that field instead.  You'll then be able to send workflow email alerts to the contact
2. Write some code that would populate a field similar to the one in option 1 automatically

Best of luck Missy!
David
Sunil KhannaSunil Khanna
Hi

You can look at this post on developer boards where developers have created a trigger to populate the Primary Contact from the contact role

http://boards.developerforce.com/t5/Formulas-Validation-Rules/can-I-create-a-Workflow-email-alert-to-an-Opportunity-Contact/td-p/94918
This was selected as the best answer