Email Signature Software
for your small business.

Use our online software to customize and manage
professionally coded and tested HTML email signatures and
install them in any email client that supports HTML.

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How to setup your email signature in Salesforce

Install your HTML email signature in no time! Use our signature installer or follow our step-by-step guides to install your email signature in Salesforce.

It's never been easier to create a new email signature for Salesforce. Check out our beautiful email signature templates and easy to manage email signature software, that makes creating email signatures for Salesforce a breeze.

Before you start

Before you start

You will need:

  • To be logged in to your Salesforce account.
  • Your email signature file (.html file) open in your web browser, or be logged into your Email Signature Rescue account in with your email signature open in Full Screen Preview.

Next Step

When you have completed the above steps, click on Install: Step-by-Step Guide below to follow our written installation guide with screenshots.

If you run into any issues during your HTML email signature installation in cPanel, please see the Troubleshooting FAQ for frequently asked questions before contacting support through your member account.

Install: Step-by-Step Guide - Lightning Force UI

Install: Step-by-Step Guide - Lightning Force UI

1
Step One

Login to your Salesforce account.


2
Step Two

First you need to create a new Letterhead. Select the Settings icon from the top right menu, then select Setup Home.

highlight and copy


3
Step Three

From the menu on the left hand side, underneath Administration select Email then Letterheads. You may see a screen that says Understanding Letterheads, click Next on the right-hand side.

Select settings from the top right


4
Step Four

Create a new letterhead. Give it a label and a name and make sure to tick the Available for use checkbox.

Select signature under the personalize heading Select signature under the personalize heading


5
Step Five

Edit all of the available options including the Header, Top Line, Middle Line, Footer and Bottom Line and make each one white by typing #FFFFFF for the background color in the boxes available. Set the Height (in pixels) of the Header and Footer "0". This is important as you don't want any extra lines or colors on your nice email signature! Now save your letterhead.

Click add a new signature


6
Step Six

Now that you have a Letterhead you can build your Email Template. From the left menu click on Email Templates. Select My Personal Email Templates from the dropbox box, then click New Template to create a new one.

Name your signature and paste


7
Step Seven

Choose HTML (using Letterhead) from the options.

Save your changes then compose a new email


8
Step Eight

Choose the "Personal Email Templates Folder", tick the Available for Use checkbox, give your template a new name and unique name, make sure to select the Letterhead that we just created and under Email Layout and select the Formal Letter option. Finally, select Unicode (UTF-8) as the Encoding option, this has the widest compatibility of all of the options and is what our email signatures use. See image below for exact requirements.

Compose a new email


9
Step Nine

Now you need to step outside of Salesforce for a minute and view your email signature in Full Screen. You can do this one of two way, if you have access to your Email Signature Rescue account then you can log in and view your email signature in Full Screen Preview, or if your signature was sent to you, simply open it in your web browser.

Compose a new email


10
Step Ten

Once the window opens with your signature in it, press Ctrl + A to select all, then Ctrl + C to copy the signature.

Compose a new email


11
Step Eleven

Now go back to Salesforce. You will see a subject field, in Lightning Force UI you're required to add a subject for your Email Template. Add whatever you like, but just remember to change your subject before sending your emails. Once you have added your subject, paste your email signature using Ctrl + V in the middle box as shown below.

Compose a new email


12
Step Twelve

Once you have correctly pasted your email signature and selected next, you should see text-only version. Select Copy text from HTML version and change any text if you wish.

Compose a new email


All Done!

Now that your signature has been pasted into your settings and is displaying correctly all you have to do is start emailing!

Install: Step-by-Step Guide - Classic UI

Install: Step-by-Step Guide - Classic UI

1
Step One

Login to your Salesforce account.


2
Step Two

First you need to create a new Letterhead. Select Setup from the menu at the top right of your window.

Select setup from the menu


3
Step Three

From the menu on the left hand side, underneath Administer select Communication Templates then Letterheads. You may see a screen that says Understanding Letterheads, click Next on the right-hand side..

Select letterheads from the communication templates section


4
Step Four

Create a new letterhead. Give it a label and a name and make sure to tick the Available for use checkbox.

give your letterhead a label and name


5
Step Five

Edit all of the available options including the Header, Footer, Top Line, Middle Line and Bottom Line and make every color white or #FFFFFF in the boxes available. Set the Height (in pixels) of the Header and Footer "0". This is important as you don't want any extra lines or colors on your nice email signature! Now save your letterhead.

set values to zero


6
Step Six

Now that you have a Letterhead you can build your Email Template. Click on "Email Templates" located directly underneath "Letterheads" in your left side menu. Select "My Personal Email Templates" from the dropbox box, then click "New Template" to create a new one.

build your email template


7
Step Seven

Choose HTML (using Letterhead) from the options.

choose html


8
Step Eight

Choose the "Personal Email Templates Folder", tick the Available for Use checkbox, give your template a new name and unique name, make sure to select the Letterhead that we just created and under Email Layout and select the Formal Letter option. Finally, select Unicode (UTF-8) as the Encoding option, this has the widest compatibility of all of the options and is what our email signatures use. See image below for exact requirements.

Select unicode utf-8


9
Step Nine

Now you need to step outside of Salesforce for a minute and view your email signature in Full Screen. You can do this one of two way, if you have access to your Email Signature Rescue account then you can log in and view your email signature in Full Screen Preview, or if your signature was sent to you, simply open it in your web browser.

view signature in full screen preview


10
Step Ten

Once the window opens with your signature in it, press Ctrl + A to select all, then Ctrl + C to copy the signature.


11
Step Eleven

Now go back to Salesforce. Paste your email signature using Ctrl V for PC (Command V for Mac) in the middle box as shown below.

paste your signature


12
Step Twelve

Once you have correctly pasted your email signature you should see it like below. Give your template a subject and save.

paste your signature


All Done!

Now that your signature has been pasted into your settings and is displaying correctly all you have to do is start emailing!

Troubleshooting: FAQ

Troubleshooting: FAQ

If you have tried our Step-by-Step Instructions for installing your email signature in Salesforce and you run into any issues, please read through this troubleshooting guide before contacting Support for further help.


My email signature doesn't look right when I paste it

More than likely, you have missed copying some of the code. Try pressing Ctrl + A to select all, then Ctrl + C to copy instead of using your mouse to highlight it.


I am composing an email and I can't click on any links or social media icons

In compose mode, most email programs won't allow you to use the links in your email signature. Check to see if your email signature has been installed correctly by sending a test email to yourself instead. The links and social media icons will work when you receive the email.


Still experiencing issues?

Find more answers to Salesforce signature installation questions here.

If you're a member of Email Signature Rescue, you can submit a support ticket to our friendly support team through your member account by pressing the red help button. If you're not a member and need help creating or installing your HTML email signature, consider joining Email Signature Rescue for assistance.

Troubleshooting: Where do I find my email signature HTML file?

Troubleshooting: Where do I find my email signature HTML file?

Finding your email signature HTML file

  • If you are an Email Signature Rescue member and are logged into your account, you can download your HTML file directly from your Dashboard, by clicking on the Download button.
  • If you have been emailed your HTML file, go to the email and open the file in your web browser.
  • If you have your HTML file saved on your computer hard drive, navigate to where you have saved the HTML file and open with your web browser.

Troubleshooting: I don't have an email signature HTML file

Troubleshooting: I don't have an email signature HTML file

If you don't have an email signature HTML file, consider joining Email Signature Rescue now and get creating! We offer over 20 professionally designed and tested email signature templates, tools and features to create and manage your email signatures online and a whole lot more.

Join Email Signature Rescue now

Email Signature Software

Use our online Email Signature Software to create, customize and manage all your HTML email signatures. Learn More

Email Signature Templates

Customize over 20 professionally designed, coded and tested HTML email signatures using our online software. Learn More

Install in 45+ Email Clients

Install email signatures manually or automatically in over 45 major email clients and software. Learn More

Everything you need to create, customize and manage email signatures.

Over 80,000 email signatures created with Email Signature Rescue
  • Amcal
  • Universal Music
  • Australian Baseball League
  • Apkudo
  • Keller Williams
  • Auto Alert
  • General Electric
  • We Love to Travel
  • Maps People
  • Sales-Lentz Group
  • Century 21
  • Oscar
  • Snap Printing
  • Whites & Co
  • Remax
  • UPS
  • Haven
  • The Collective

Email Signature Software for your small business.

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