Email Signature for CSM - based on SFDC Profile
None
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.
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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.
Any feedback on which is more important. Currently the plan is to take #1 on post the November - release.
Would this solve the initial need above? What additional admin work is needed to ensure that the contact information is included in the signature? Are these global templates held in Gainsight or would you put them in SFDC? Or, are these global templates more for adding additional fields of information that are needed per country, than just your basic contact information?
Lastly, in my case #1 is most important for my organization.
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.
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.