I have been creating some great emails via Co-Pilot, but our Legal Department requires a specific signature from our CSMs for external emails. It would be great if in the Power List creation, I was able to grab User fields specific to account owners, or CSMs. I can do cross object lookups via SFDC email templates, but am running into limitations in CoPilot. I can create fields on the Customer Info object for CSM phone number and CSM title that are formulas from the user object, but with SFDC audits I would prefer not to create fields for the sake of putting a signature in an email. Any help is appreciated!
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.