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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:

Using the ON Field Mechanism
Creating New Fields
Address Data