Description
The Salesforce Contacts feature allows you to synchronize your Salesforce account with Exclaimer, giving your Exclaimer account access to the contacts from your Salesforce account. Once you have integrated your Salesforce Contacts, you can set certain signatures to apply to lists based on these contact details using recipient rules.
NOTE: Salesforce Contacts is only available on Pro plans. For more information on pricing plans, see Exclaimer pricing plans.
Pre-requisites: Your Salesforce account must be one of the following tiers: Professional with API access, Enterprise, Performance, Unlimited, or Developer.
How to access it
- Log into your Exclaimer account and launch your subscription.
- From the header bar, select the cogwheel icon to open the Settings menu, then select Integrations.
Open the Settings menu by selecting the cogwheel.
To integrate your Salesforce account with Exclaimer:
- Under Salesforce Lists, select Connect with Salesforce. This opens the Salesforce authorization screen in a new window.
NOTE: You may need to allow your browser to open pop-ups from Exclaimer to access the window.
The Salesforce Lists section is found on the Integrations page.
- If the authorization window does not appear, select RETRY, or select CANCEL to stop authorization.
- Enter your Salesforce account credentials and select Log In.
The Salesforce authorization screen.
- If you have a custom domain configured, select Use Custom Domain and enter your domain details.
Use Custom Domain is found beneath the login fields.
- To change the connected account, select Change Salesforce Settings.
- To remove a connected account, select Remove Salesforce Account.
NOTE: Only users with Admin permissions can remove Salesforce accounts. For more information on permissions, see the User Management.
Next steps: Once you have integrated your Salesforce account, you can add recipient rules on a per-signature basis that apply your signature to lists of Salesforce contacts. See Signature Recipients for how to define recipients based on Salesforce Contacts.