How to Set Up Your Email Signature in Salesforce

Salesforce User Guide - Email Signature Setup

Overview

This guide walks you through setting up your email signature in Salesforce. Completing this setup ensures your signature is automatically added to every email you send from Salesforce.

Who This Is For: All reps except Coaches.

System: Salesforce.

Step-by-Step Instructions

Step 1: Log Into Salesforce

Log into Salesforce using Single Sign-On (SSO) with your company credentials.

Step 2: Access Your Profile Settings

After logging in, locate your profile icon in the top-right corner of the screen (this may appear as a bear icon or your profile picture). Click it to open your profile menu, then select Settings.

Step 3: Navigate to Email Settings

Using the menu on the left-hand side, locate and click "Email," then select "My Email Settings."

Step 4: Enter and Save Your Signature

Input your email signature into the Signature field. Once you are finished, click Save.

Use this template: 

NAME

Personal Results Specialist

Phone: xxx.xxx.xxxx

International OR WhatsApp OR remove

Email: name@tonyrobbins.com

Note: The TR logo cannot be uploaded into Salesforce signatures.

Best Practices

• Keep your signature simple and professional, since Salesforce signatures have a 1,333-character limit.
• Double-check your name, title, and contact details for accuracy before saving.
• Do not attempt to upload the TR logo into your signature, as it is not supported.
• If you are unsure what to include in your signature, check with your manager before saving.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.