Most of us have branded email signatures for our official email IDs in the email clients such as Outlook or Gmail. Even Salesforce provides a feature to add your Email Signature to personalize emails. Moreover, you will be delighted to know that you can make your signature visually appealing in Salesforce also just like other email clients. It’s a simple two-step process to add an image to an email signature in Salesforce. First, you upload the image in Files and then add the image URL to your email signature. That’s it. Now let’s take a look at it step-by-step.
Upload Image File in Salesforce
Log in to your Salesforce org as an Admin -> Click ‘Files’ tab -> Click ‘Upload Files’ -> Click on the ‘File’ once it is uploaded
Click ‘Public Link’ (The user must have system permission “Create Public Links” through her/his profile or permission set to be able to create public links for a file)
Click ‘Create Link’ and then again ‘Create Link’ on the pop up which will be displayed.
Click ‘Copy Link’
Open a new browser tab -> Paste the image link in the address bar and hit Enter -> Image will be displayed. Right click on the ‘Image’ and click ‘Copy Image Address’
Add Image URL to an Email Signature
Back in Salesforce, click your ‘Avatar’ -> Click ‘Settings’
Scroll down and expand ‘Email’ section -> Click ‘My Email Settings’
img HTML tag and the image link after
<img src= between ” ” as shown in the screenshot below. Specify the height and width of the image explicitly. Otherwise, the image will be displayed in its full resolution. Then close the tag with
/> Once done your
img tag should look something like this.
<img src = "your-image-link" width="300" height="80"/>
Navigate to a record which supports sending Email like Lead, Contact, etc. -> Click ‘Email’ under activities
Voila! Your email signature has a new look! Within a few steps you have done an amazing makeover to your text email signature. Now it looks stunning!
In this way, a Salesforce Admin or Consultant can upload a brand image in Files and share the link with users and train them on how to add it to their signature. Next time when the image changes or a temporary image is given by marketing, the users just have to replace the link and they should be good to go. Unified branded emails sent to customers without a hassle!
References & Useful URLs
- Add an image to an email signature in Salesforce – Help Article (10 mins) – https://help.salesforce.com/articleView?id=000329178&type=1&mode=1