How to Add Email Signature in Salesforce

In this Salesforce tutorial, we will learn how to add an email signature in Salesforce. Also, we will understand the steps of adding an email signature in Salesforce Lightning and the steps of adding an email signature in Salesforce Classic.

While working with Salesforce, I got a task where I need to add an email signature in Salesforce. To fulfill this requirement I use my email settings feature of Salesforce which is present under the email tab of both the edition Salesforce Lightning and Salesforce Classic.

If you want to learn how to do an email signature in Salesforce Lightning and Salesforce Classic, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

• What is the email signature in Salesforce
• Why do we need an email signature in Salesforce
• How to add email signature in Salesforce lightning
• How to add email signature in Salesforce Classic

What is the email signature in Salesforce

An email signature is defined as a piece of text that is present at the end of the email. It can also involve the executive contact details and it also involves the company branding.

Some of the email signatures that are present at the end are also holding images and hyperlinks, some products and services that are applicable to the email recipients.

The email signature that we are typing at the end of the email is also called the email footer, it is discrete from the main body of the email.

A personal email signature should involve the full name, photos, job title, phone numbers, hyperlinked website, social media icon, and personal profile.

This email signature can be generated within Salesforce by navigating to the email section in the user’s personal setting. Using the email signature in Salesforce can help to increase the expertise of our email and it also gives fast access to the contact information.

With this, we learned What is the email signature in Salesforce. Now we will move ahead and try to understand why do we need an email signature in Salesforce.

Why do we need an email signature in Salesforce?

Here we are discussing why do we need an email signature in Salesforce.

• Email signatures are the text that tells the world about the recipient’s name, job title, contact information, hyperlinks, etc.
• A factual and smooth email signature is very important for email marketing success.
• When a new email can pop up on the screen it can be regulated
• The signature in the email that can be added by the recipient will stick to the last impression of every email you send out.
• The email signature can give the recipient all the key contact information for us and our company in a clear and easy way.
• Create our email extended from the ever-crowded inbox.
• The email signature can manage the traffic to our social channel through hyperlinks.
• The email signature must be factual it does not mean to be lifeless.

With this, we have learned why do we need an email signature in Salesforce. Now, let’s move further and see how to add an email signature in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.

How to add email signature in Salesforce lightning

Here we are adding an email signature in salesforce lightning. If you want to learn how to add an email signature in salesforce lightning follow these steps:

Step-1: Login into the Salesforce lightning account, Go to the profile or we can say that avatar that is present at the top right corner. After clicking on the profile pic, click on the settings option.

Step-2: After clicking on the settings, the Personal Information page is open. On the left side bar below the Quick Find box, there is a My Email Settings option. Click on the My Email settings.

Step-3: After clicking on my email settings option, my email settings page is open. On this page, there is a lot of information like Email Name, Email Address, and then email signature. Enter the Email Signature that you want to see at the end of the email.

Here we are entering the email signature as Jaview Jenkin and then giving the email address as tiara.parisian@gmail.com after that give the contact information and lastly give the job title.

These all things that we are mentioning in the email signature are shown at the end of the email.

Step-4: After entering the email signature, scroll to the bottom of the page and read all the things carefully and then click on the save button.

Step-5: After clicking on the save button, go to the App Launcher, and enter the sales in the search box. Click on the sales, the Sales page is open. Click on the Contact object that is present on the nav bar.

After clicking on the contacts object, the contacts recently viewed page is open. On the right side you can see that under the activity tab, there is an email icon present. Click on the email icon.

Step-6: After clicking on the email icon, The email dialogue box is open, Fill the complete information that is present under this email. First, fill the From field then fill the To field, this field relates to the person to which you send this email.

After that fill the BCC and then enter the subject after that you can see the body of the email where you can type your email and the email signature is already present at the end of the email.

In this way, we have learned how to add an email signature in salesforce lightning. Further, we will learn how to add an email signature in Salesforce Classic.

How to add email signature in Salesforce Classic

Here we are adding an email signature in salesforce classic. If you want to learn how to add an email signature in salesforce classic follow these steps:

1: First Login to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. Under the profile picture, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to salesforce classic, the Salesforce Classic edition is open. Click on the name that is present near the setup option. After clicking on the name the dowp down list is open, under this list there is the My setting option. Click on My Settings.

2: After clicking on the My Settings, the My Settings page is open. Under this My setting page on the left side there is an email option. Click on the email option.

3: After clicking on the email option, the drop-down menu of the email is open. Under the email there is a My Email Setting option, click on My Email Settings.

4: After clicking on my email settings option, my email settings page is open. On this page, there is a lot of information like Email Name, Email Address, and then email signature. Enter the Email Signature that you want to see at the end of the email.

Here we are entering the email signature as Ambrose Leannon and then giving the email address as damion.schamberger@hotmail.com after that give the contact information and lastly give the job title.

These all things that we are mentioning in the email signature are shown at the end of the email.

5: After entering the email signature, scroll to the bottom of the page and read all the things carefully and then click on the save button.

This is how we have learned how to add an email signature in Salesforce Classic

Conclusion

In this tutorial, we have learned What is an email signature in Salesforce. We have also discussed Why do we need an email signature in Salesforce in Salesforce.

Moreover, we have learned how to add the email signature in Salesforce Lightning as well as Salesforce Classic which provides us with a simple procedure for adding the email signature to the product.

And in addition to this, the following are the topics that we have discussed:

• What is the email signature in Salesforce
• Why do we need an email signature in Salesforce?
• How to add email signature in Salesforce lightning
• How to add email signature in Salesforce Classic

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