How to add an email alert for lookup relationship in process builder - Answers - Salesforce Trailblazer Community
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Suhas GBSuhas GB 

How to add an email alert for lookup relationship in process builder

I have 2 objects i.e Opportunity(parent) and Certification(child). I am creating a process builder on child object and I want to send an email alert to the Opp Owner(parent). How to do it?
Best Answer chosen by Suhas GB
Pritam ShekhawatPritam Shekhawat
You can create an email field on child record and update using workflow to store parent owner email address and then add process builder on child object to send email to that email field.

All Answers

Head In CloudHead In Cloud
Hi,
Please refer this link,hope this help you
https://automationchampion.com/tag/process-builder-to-send-email-alert-for-task/
Thanks
Pritam ShekhawatPritam Shekhawat
You can create an email field on child record and update using workflow to store parent owner email address and then add process builder on child object to send email to that email field.
This was selected as the best answer
Pritam ShekhawatPritam Shekhawat
You can put workflow on child and in field update action update email field with this formula. 
Customer__r.Owner.Email
//Here Customer__c is parent lookup Api Name replaced with your parent API name

 
Pritam ShekhawatPritam Shekhawat
Yes use lookup field value. Select Opportunity>Owner>Email  Use insert element to insert field.

Try this formula Opportunity.Owner.Email
Pritam ShekhawatPritam Shekhawat
Use this formula in workflow field update not in a default value. First create a field on child object and then create a workflow and add action for field update and in field update use formula.
SFDC DronaSFDC Drona
Hey Suhas,

To solve this issue I have added some hack, please try out following solution, this will work perfectly without any apex code or multiple workflows:

http://www.sfdcdrona.com/2017/10/email-alert-to-parent-objects-email.html


User-added image

Thanks