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

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

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.