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Add email signature in Salesforce

Дата публикации: Sep 9, 2026
Описание
  • 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.
Решение

In Salesforce Classic

Improved Setup User Interface (Salesforce Classic)

  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 (Salesforce Classic)

  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.
Номер статьи базы знаний

000384376

 
Загрузка
Salesforce Help | Article