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Jean LewisJean Lewis 

Account Team Not Getting Approval Emails

Hi Everyone,

I have a question about email alerts that are created in an Approvals Process.

I created an Approval Process for a custom object. In the Approval Process steps, I have created an email alert and using the option provided in the Search for Recipient Type - I chose "Account Team" and selected the role of who should get the alert (see below)

User-added image
Everybody I added is getting the email alerts except for the Account Team person.  This object that I created the Approval Process on does not have a Master/Detail relationship to the Account Object, although there is a Lookup Field on the object where the Account this record is for is entered.  My guess is that "Account Team" doesn't do anything since the object I created this Approval Process on is not the Account and doesn't have a Master/Detail relationship with.  Does that seem correct or am I missing something?

Thanks in advance!
Best Answer chosen by Jean Lewis
Manoj NambirajanManoj Nambirajan
Here is an article that aligns with your thought

https://help.salesforce.com/articleView?id=000326281&type=1&mode=1

The suggestion would be an automation way of storing the Account team members email in a custom field, in the custom object. Have it populated as part of record creation, and refer this field in the email alert. This is one way to accomplish.

I guess Public group is another receipient type, and we can possibly explore of have account team members in public group and refer that group in email recipient. In short, we need customization to serve your ask. Thanks.

All Answers

Manoj NambirajanManoj Nambirajan
Here is an article that aligns with your thought

https://help.salesforce.com/articleView?id=000326281&type=1&mode=1

The suggestion would be an automation way of storing the Account team members email in a custom field, in the custom object. Have it populated as part of record creation, and refer this field in the email alert. This is one way to accomplish.

I guess Public group is another receipient type, and we can possibly explore of have account team members in public group and refer that group in email recipient. In short, we need customization to serve your ask. Thanks.
This was selected as the best answer
Jean LewisJean Lewis
Thank you Manoj, that article answered my question. Looks like it would need to be a master detail relationship to the account object so I'll trigger that email through another process.