Setting up your email signature in Salesforce

Overview

Salesforce can add your email signature to the emails you send from Salesforce. Where you set it depends on which version of Salesforce you have turned on: Lightning Experience or Salesforce Classic.

Finding your email signature in Salesforce

Lightning Experience

Select your profile picture, then Settings.
Select Email > My Email Settings.
Enter your signature in Email Signature (up to 1,333 characters).
Select Save. Salesforce doesn’t keep your changes until you save.

Salesforce Classic

The path depends on your Setup menu:

Enhanced Setup menu: In the menu next to your name, select My Settings, then Email > My Email Settings.
Non-enhanced Setup menu: Setup > Personal Setup > Email > My Email Settings.

Which emails include your signature

Salesforce adds your signature to all personal emails, and to emails that use text templates.
Salesforce doesn’t add your signature to emails that use HTML templates. For those, the signature must be part of the template.

Managing Salesforce signatures with Opensense

If you need a solution that supports both text and HTML emails seamlessly, schedule a demo to see how Opensense can help. Opensense can apply centrally managed signatures to the emails your team sends from Salesforce: see Salesforce integration requirements.

The Opensense patent-pending solution is used by Branding, Marketing, Sales, and Sales Ops professionals. Every Sales license includes a free marketing email signature license.

Anti-spam compliance

Whether you need to comply with the US CAN-SPAM Act of 2003, Canada’s anti-spam legislation (CASL), or the UK Companies Act 2006, Opensense gives you one central solution for all three.

What’s next

For further help, contact Opensense Support at help@opensense.com.