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Monday, March 15, 2021

Salesforce: Adding Signature in Email

It is pretty simple to add an email signature in Salesforce, so all email sent out will have your signature at the bottom of the email. Click your avatar, select Settings then My Email Setting.


Adding Image and clickable links

However, many users would like to add the company logo or special image in their email signature, how to add this? 

You can't simply copy and paste the image to the signature box. So, a little effort here, you need to upload the image to "somewhere" so it is available for the public, such as https://inspireplanner.com/wp-content/uploads/2020/06/SimplySfdc-logo.png

Or, you can upload the image to Files in Salesforce, here is the step

1. Go to the Files tab and upload the image
2. Open the image and click Public Link
3. Click the "Create Link" button, then click the Create button
4. Copy the link, e.g. https://ap8.salesforce.com/sfc/p/90000000KY45/a/0o000000Qswm/mQ0LPPezg1w5wZB7QPMTN_u8.gneeZsOR7JHNdzeakY
5. Open the link in a new browser tab
6. Right-click and select "Open image in new tab", copy the URL from the new tab, e.g. https://c.ap8.content.force.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Png&versionId=0680o00000JjuVS&operationContext=DELIVERY&contentId=05T0o00000zNw6g&page=0&d=/a/0o000000Qswm/mQ0LPPezg1w5wZB7QPMTN_u8.gneeZsOR7JHNdzeakY&oid=00D90000000KY45&dpt=null&viewId=

Now we can put the URL into our email signature, but before that let us learn a bit of basic HTML

<img src="img_girl.jpg" alt="Girl in a jacket" width="500" height="600">

The above is an HTML sample to show an image on the web browser, including our email signature. We can replace "img_girl.jpg" with our long URL from step (6), replace alt value, and remove width and height for the original image size.

So, here the email signature result



Let us reduce the size of the image and add some clickable links by tweaking the HTML
Regards,
<b>Johan Yu</b>
Visit <a href="https://www.simplysfdc.com">SimplySfdc</a>
Click here to <a href="mailto:yujohan@mail.com">email me</a>
<img src="https://c.ap8.content.force.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Png&versionId=0680o00000JjuVS&operationContext=DELIVERY&contentId=05T0o00000zNw6g&page=0&d=/a/0o000000Qswm/mQ0LPPezg1w5wZB7QPMTN_u8.gneeZsOR7JHNdzeakY&oid=00D90000000KY45&dpt=null&viewId=" alt="my logo" width="275" height="56">








5 comments:

  1. thanks for sharing, are there any special rights to share the link? with a certain user I do not see the link ...

    ReplyDelete
    Replies
    1. Do you see Public Link after open the file uploaded?

      Delete
    2. No, with a Sys admin it's ok...

      Delete
    3. check out this article https://help.salesforce.com/articleView?id=sf.collab_files_sharing_via_link.htm&type=5

      Delete

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