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Add email signature in Salesforce

Udgivelsesdato: Jan 23, 2025
Beskrivelse
  • Before you begin, make sure your Salesforce username has the 'View Setup and Configuration' permission, read our documentation to find out more about permissions.
  • In Salesforce Classic: Signatures will be added to all personal emails and emails that use text templates.  
  • In Lightning Experience: Signatures will be added to all personal emails automatically, but inserting any template into email sent from non-case records will overwrite current email and signature.  Inserting a template into email sent from case records will not overwrite the current email and signature.
Løsning


In Salesforce Classic
 

 Improved Setup User Interface

  1. Click on your name.
  2. Click on My Settings. 
  3. Click on Email
  4. Click on My Email Settings.
  5. Add your signature to the 'Email Signature' field.
  6. Click on Save.

 

Non-Improved Setup User Interface

  1. Click on your name.
  2. Click Setup.
  3. Under Personal Setup, click on Email.
  4. Click on My Email Settings.
  5. Enter your signature into the 'Email Signature' field.
  6. Click on Save.



In Lightning Experience

  1. Click your profile icon/avatar | then click Settings.
  2. Click Email | click My Email Settings.
  3. Enter your signature into the 'Email Signature' field.
  4. Click Save.

To add images to your email signature, please review Add an image to email signature in Salesforce.
To add links to your email signature, please review Add a link to my email signature.
For the email templates using Cadence Builder 2.0, please review Create Call Scripts and Email Templates
For support case email template, please review Apply a Default Email Template Using the Send Email Quick Action
 
Vidensartikelnummer

000384376

 
Indlæser
Salesforce Help | Article