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Allow User fields in CoPilot


Userlevel 7
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!

2 replies

Userlevel 6
Thanks for sharing this idea! 

Do you want to pick the signature of the CSM from here instead?
Userlevel 7
Thank you!  We are using HTML email templates, so this is not possible.  

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