Email Signature - HydroflowSF/Training GitHub Wiki
Your email signature is automatically generated in Salesforce. Here is how to copy it to Outlook:
For mobile instructions, go to these links. Otherwise continue reading
- Outlook on iPhone & Android
- Apple Mail NOT RECOMMENDED
Go to your profile page: Profile Page
If you need to update your details, instructions here: Edit your details
Go to 📧 - Signature Full
, click on the blue Copy Signature
button
Now choose your email client below:
- Outlook 2016 <-- Most used
- Outlook Web
- Outlook New on Windows
Outlook 2016
In Outlook, go to File
> Options
> Mail
> Signatures
Create a new signature and paste the copied full signature into it, now set that the default For New Messages
. Click Save
Copy and paste the signatures for replies in the same manner from the 📨 - Signature Reply
tab in Salesforce and set as default For Replies/Forwards
Outlook Web
Go to https://outlook.office.com/ > ⚙️
> Mail
> Compose and reply
. Here you can edit a current signature or create a new one.
Create a new signature and paste the copied full signature into it, now set that the default For New Messages
. Click Save
Copy and paste the signatures for replies in the same manner from the 📨 - Signature Reply
tab in Salesforce and set as default For Replies/Forwards
Outlook New on Windows
In Outlook go to ⚙️
> Accounts
> Signatures
. Here you can edit a current signature or create a new one.
Paste the copied full signature into your new signature and set that the default For New Messages
. Click Save
Copy and paste the signatures for replies in the same manner from the 📨 - Signature Reply
tab in Salesforce and set as default For Replies/Forwards
Outlook on iPhone & Android
[!WARNING] Do NOT copy and paste your signature out of an email, that wreaks all kinds havoc
On the Salesforce app go to your profile photo left top and then Profile
Or in a browser go to your Profile Page
On this page Edits can be made if needed.
Find below then the 📧 - Signature Full
or 📨 - Signature Reply
tabs. Copy the contents.
In the Outlook app, press on your profile picture then the ⚙️
button
Scroll down to Signature and paste your Signature of choice.
[!NOTE] Sometimes you might have to add a space (empty line) prior to the signature to display correctly
Apple Mail
[!IMPORTANT] Apple Mail not only breaks your signature, but also breaks other people's signatures when you reply to them, switch over to Outlook instead
[!WARNING] Do NOT copy and paste your signature out of an email, that wreaks all kinds havoc
On the Salesforce app go to your profile photo left top and then Profile
On this page Edits can be made if needed.
Find below then the 📧 - Signature Full
or 📨 - Signature Reply
tabs. Copy the contents.
Go to the Settings
app on your phone, scroll down to Mail
and close to the bottom you'll find Signature
.
Open to Signature
and paste your Signature of choice.
You might have to clean it up a bit by adding spaces. Apple Mail doesn't sizing options. Rather use Outlook if you send mail from your phone frequently.
[!NOTE] Sometimes you might have to add a space (empty line) prior to the signature to display correctly
Edit your details
On the Details
page, ensure your details are correct. In this example, I'll edit my Post Nominals
On the right hand side of ther page, click on Edit
Here I'll add B.Eng Chem as my post nominals. Do not use brackets, as they will be added automatically. Save when done.