"Current User" tokens for Email Assist

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  • Idea
  • Updated 4 months ago
  • Under Consideration
I have a request from the client to be able to send out Email Assist emails using the "Current User" strategy which can be see in reports, etc. Essentially what they want is to be able to create a template with a "logged in user" token that grabs the current uses "ID" and then looks up to the fields on the user table. 

FYI: A key requirement here (which is in another feature request) is to be able to pull the field "phone" off the user table which doesn't appear to currently be possible. 
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Steve Davis, Employee

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Posted 1 year ago

  • 21
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Nitisha Rathi, Employee

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Great idea, Steve. I think logged-in user tokens will be very helpful. Added to the roadmap.

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Seth, Employee

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Adding my voice here. Would love to be able to include the Account Manager's phone number when sending a renewal notification.
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Hitesh Sharma, Employee

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Hi Seth,

If you'r looking for getting Phone number of the Account Manger assigned to Account, you can still get it now by creating a Formula field on Account to get phone number of Account Manager and map that in Email Assist.

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Seth, Employee

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Thanks for mentioning it, Hitesh! I was also thinking that the Rule that generates the CTA could put any info into a custom field on the CTA itself, which would make it accessible to the Email Template. So this feature request is less about making it possible, and more about allowing me to avoid SFDC config complexity wherever I can.
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Lyne Therien

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Nitisha: any news on this suggestion? Also on the follow-up about making it possible to fetch the account manager's phone number and any other user's referenced into the account's hone number and title?

The workaround with the custom field on the CTA is interesting but our templates will also be used in advanced outreach (which won't have a CTA)
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Faust Belarmino, Champion

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We ran into this issue last week trying to pull a calendar link from our CSM's profile. We ended up creating a custom field on the customer info object that pulls the link. Then we were able to use the new field and put it on the email assist.