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theresa_monturano
theresa_monturano
Contributor ⭐️⭐️
April 19, 2016
New Idea

Email Signature for CSM - based on SFDC Profile

Related products:CS Email & Notifications, CS Group Send
  • April 19, 2016
  • 14 replies
  • 575 views
We would like our one to many emails from Copliot to include a CSM signature with data populated from the SFDC Profile of said CSM.

      14 replies

      Show previous replies
      kelsi
      kelsi
      Contributor ⭐️⭐️⭐️
      April 28, 2017
      Is this being considered as an update to email assist and copilot? If so, any ETA?
        melissa_terrell
        melissa_terrell
        Helper ⭐️
        June 6, 2017
        Is there an update on the following? 

        1. A CSM signature with data populated from the SFDC Profile of said CSM.
        2. A global signature, which can be updated once across multiple email templates. 
        jeffrey_coleman
        jeffrey_coleman
        Helper ⭐️
        November 9, 2017
        Adding on to both of these. I agree with Theresa's original comment from 2 years ago: Amazed this doesn't already exist!
          jeffrey_coleman
          jeffrey_coleman
          Helper ⭐️
          November 9, 2017
          I still think this is a functional gap... but... here's how just did a quick workaorund:

          On Customer Info I added a custom formula field of type text called "CSM Signature" and put this as the formula value:
          JBCXM__Account__r.CSM__r.FirstName & " " & JBCXM__Account__r.CSM__r.LastName & BR() & 
          JBCXM__Account__r.CSM__r.Title & BR() &
          JBCXM__Account__r.CSM__r.Phone
          And then I mapped that to a single token in the email template.
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