Creating a work flow email alert. Would like to send out to customers email found in opportunity under contact roles. Currently, the only options are to select from drop down recipient type. Is there a way to do this by selecting "role" or would custom coding need to be written?
Best Answer
The Opportunity Contacts aren't available for Workflow Rules, BUT you could create a flow send an email to each contact that is listed in the roles and have it record as an activity on the Opp (Email Alerts do not have tracking visibility). If that might work for you, depending on the criteria for the email to be sent I would try the following:
Create a flow with the following:
Creating the flow
Create Process
and there you go, although I have not had the chance to test, this might at least get you started on options to email the Opportunity Contact Role Contacts with workflow. I made a mockup for you in my dev org to give you a visual of my idea.