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How to configure a signature to apply to a Salesforce list

  1. Exclaimer Knowledge Base
  2. Solutions
  3. Applying Signatures
Ari Flavell
  • Updated

Scenario

You have created a signature template and want to apply that signature to a selection of users that are grouped in a Salesforce list. 

NOTE: The Salesforce Contacts feature is only available on Pro plans. For more information on pricing plans, see Exclaimer pricing plans.

Resolution

You can link your Salesforce account to Exclaimer and use recipient rules to apply your signature to the list of users from the Salesforce account. Available lists synchronized from Salesforce are: Contact, Account, and Opportunity lists.

NOTE: This solution cannot be applied when using Client-Side deployment on Google subscriptions. This is because it uses Recipient rules, which are not available for Client-Side deployment on Google.

To configure and apply a signature to a Salesforce list:

  1. Log in to your Exclaimer account and from the header bar, open the Settings menu by selecting the cogwheel icon, then select Integrations.



  2. Under Salesforce Lists, select Connect with Salesforce to connect your Salesforce account. For more information on configuring Exclaimer integration with Salesforce, see Salesforce Lists. 
    NOTE: Salesforce lists are synchronized with Exclaimer every 24 hours at 3am GMT.


    The Connect with Salesforce button is found in the Salesforce Lists section.

  3. From the menu pane, select Signatures. Find the signature you wish to configure, then select Manage.

  4. Select the Recipients tab.

  5. Under Type of recipient, select whether your recipients are Internal, External, or All Recipients (Internal and External).
    NOTE: The users of your Salesforce list must match the recipient type that you choose. For example, if you select External, but your Salesforce list contains users that are Internal, these recipients will not receive your signature. For more information on Recipient rules, see Signature Recipients.
  6. Under Optional inclusions and exclusions, select Add Salesforce List from the Include Salesforce Lists section.


    The Add Salesforce List button is found in the Include Salesforce Lists section.
  7. Add your Salesforce list. For more information on adding a Salesforce list, see Signature Recipients.

  8. Select Save Changes to commit your recipient rules. Your signature will now be applied when the recipient of the email is included on your Salesforce list.
Next steps: For Client-Side deployment on Microsoft 365 subscriptions only, enable the Apply Recipient Settings Client-Side setting.