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Topics#Sales CloudFrage von Mateusz Bajer
Mateusz Bajer (NEW Netz GmbH) fragte in #Sales Cloud
19. Dez. 2022, 11:07

Signature in HTML format

Hello dears, I'm wondering how a signature in HTML format can be used in Salesforce? 

I assume that the preferred way for signature management is the one in personal settings - but that one is only usable in plain text format - no copy & paste of the Outlook signature is possible. 

As a workaround I tried to create a custom Email Template and set this up as default for a custom "Send mail"-action, but somehow that kind of template is not availbe for editing after applying it -.- 

 

Someone has an idea what can be used? 

I.m.o. that should be a kind of basic feature for a CRM in order to send mails properly, why is that so difficult? 

2 Antworten
  1. Matthew Guerra (Ad Vic)
    5. Aug. 2024, 23:24

    Yes Kinda,

     

    I found that if you create a rich text field in the user record and then you can reference it as a merge field when you send the email.

     

    Yes Kinda, I found that if you create a rich text field in the user record and then you can reference it as a merge field when you send the email.

     

    You can then do all the formatting that rich texts allows. You can also add images and links or both!

     

    Thank you,

     

    Matt G