How to set an email recipient address without using contacts?
Your customers may ask you to send invoice emails to a role-based email address (like accounting@company.com) instead of the address of a real person. In this case, you may not want to create and maintain a contact for this email address.
So how to set the Email field on invoice generation without retrieving the address from a contact?
The easiest option to cover this use case is to create the custom field ON_Email on the subscription (or other object on which the invoice generation is based). Consequently, setting a value in this field triggers JustOn's ON field mechanism, which copies the specified value to the invoice field Email during the invoice generation.
In order to fill the field ON_Email on the subscription (or other object on which the invoice generation is based), you can
- Specify a value manually in the corresponding records, or
- Use a formula that retrieves the value from any other related record in your Salesforce org.
Related information:
Understanding the ON Field Mechanism
Creating New Fields
Address Data Flow