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Modify Recipients for an Email Alert

*Please Note: You must by the System Administrator to edit workflows*

To modify recipients of an automated email alert in Lightning:
  • Click the gear icon at the top right of the screen
  • Click Setup
  • In the left search bar, type "workflow"
  • Select Workflow Rules
  • Click the name of the workflow you would like to edit
  • Click the name of the email alert you would like to modify
  • Click Edit
  • Add or remove recipients
  • (You can adjust to the Recipient Type dropdown to find more options, for instance under Related Contact or Email Field).
  • Click Save when you are finished.

To modify recipients of an automated email alert in Classic: 
  • Click your name at the top right of the screen
  • Click Setup
  • In the left search bar, type "workflow"
  • Select Workflow Rules
  • Click the name of the workflow you would like to edit
  • Click the name of the email alert you would like to modify
  • Click Edit
  • Add or remove recipients
  • (You can adjust to the Recipient Type dropdown to find more options, for instance under Related Contact or Email Field).
  • Click Save when you are finished.

Watch the video below to learn how to modify recipients for an email alert:

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