Use contact's salesperson field to retrieve salesperson details and merge them in email templates
We are attempting to use salesperson field in contact object to retrieve user information of the salesperson users (as full name, phone number, email, address...) and merge them into email templates as merge (fusion) fields. Support told us that this is not achievable from a standard way: users appearently are not related to contacts by the salesperson field, and users fields are not accessible to be exposed as merge field in emails.
We also tried creating a CDO (Sales Resources) related with each contact Salesperson Id but, since the available CDO-contact relationships are 1:1 or 1:n, we can't relate each user (CDO) with many contacts, so we would have to create a record for each user-contact.
We need an easy way to add to an email template details from the salesperson assigned to a contact.
Does it exist a standard workaround? 😏