Send emails from company and custom object workflows
Email actions in workflows are no longer limited to contact-type workflows. You can now add a Send Email action to Company and Custom Object workflows and send automated emails to the contacts associated with that record.
Before you start
Enable the feature first: in Settings > Labs, turn on Email Action in Company & Custom Object Workflows. The action is not available in Company or Custom Object workflows until this setting is on.
Send an email from a Company or Custom Object workflow
Add the action from the workflow builder, then choose the recipients and write the email.
Open the Company or Custom Object workflow you want to edit.
Click Add Action and search for Send Email.
Select the association label(s) that identify the contacts who should receive the email.
For Custom Object workflows, choose whether to send to the Earliest associated contact, Most recently associated contact, or All associated contacts.
Add the email subject and email content.
Save and publish the workflow.
Choose who receives the email
Recipients are identified by the association labels you select in the action. For Custom Object workflows, you also choose which associated contacts receive the email: the Earliest associated contact, the Most recently associated contact, or All associated contacts.
Limits
Emails are sent using the domain configured for Bulk Email.
A single email action supports up to 10 association labels.
If a contact matches multiple selected association labels, they receive only one email.
For how triggers and actions fit together, see Workflows Overview and the Workflow actions catalog.