Sending automated emails to Person Accounts. One major limitation with flows and Person Accounts has been the inability to send emails to those person accounts via flows. Even when we create a separate Email Field on the Account object, we are met with a 'incorrect sobject: Account' error when trying to send. What I found was the following to resolve this issue:
- We can still use Email templates that merge Account fields
- Instead of the Email Alert being on the Account object, simply switch this to the Contact object
- When sending the email alert in a flow, pass in the Contact Id to the specified email alert
After trying this, I was able to successfully send an email alert to the correct email address associated with the Person Account, AND the Account merge fields are successfully merged into the email template. The weird thing is I did not find any Salesforce documentation to describe this process. If I am wrong, please keep me honest, but I hope this can help solve some issues for people trying to send automated emails via Flows and Person Accounts.
I don't understand what it means to 'pass in the Contact ID'. I created my Record Triggered Flow using Accounts, created a resource called ids, and set a variable to Get Records. Whenever I try to reference the Contact ID it does not let me. Also, when I created the Flow in the reverse, based on the Contact object, I can't set conditions on the Account fields.
