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?
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
