AscendixRE User Guide

How to Add an Image to an Email Signature in Salesforce

Tagged with: Customization

Adding an image to your email signatures is a great way to add color and branding to every email you send. We’ll show you how to put your personalized signature in Salesforce.

This guide is intended for users with Lightning Experience interface only. If you use Salesforce Classic interface please read this detailed instruction.

Upload Your Image into Files Tab

Step 1. Click the Files tab on the Navigation Bar, or the App Launcher icon to view all apps/tabs and choose Files from there.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Choose Files in App Launcher
Choose Files in App Launcher

Step 2. Click on the Upload Files button and navigate to the location where you store the image on your computer.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Upload Your Image.
Click on the Upload Files button and choose your image

Get the URL of the Uploaded Image

Note: Please make sure to perform the following steps. If you do not open the link in a new tab and do not copy the image address from there, you will have to delete the image and upload it again to get a permanent link to the image.

Step 1. In the Files tab click on Action Menu right from the uploaded image and click on Public Link.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Copy Generated Public Link
Generation of Public Link

Step 2. Copy Link and open it in a new tab.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Copy Generated Public Link
Copy generated Public Link and paste it a new tab

Step 3. Right-click on the image and click on Copy image address.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Copy Image Address
Copy image address

Add the Image to Your Email Signature

Step 1. Click on your avatar image at the upper right-hand corner of the screen.

Step 2. Click Settings.

AscendixRE CRE CRM for Salesforce - Lightning Experience - User Settings
User Settings

Step 3. In the Quick Find search box on the left side of the screen, type-in My Email Settings.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Adding Email Signature.
Type-in My Email Settings in the Quick Find search box

Step 4. Click on My Email Settings.

Step 5. In the Email Signature field, type-in <img src = “link here”/>.

AscendixRE CRE CRM for Salesforce. Lightning Experience. Adding Email Signature.
Adding Email Signature

Step 6. Click Save.

It’s important to note that this will only work when sending emails in HTML format.  However, if you send an email in plain text format it will display <img src = “link here”/> in the signature.

In Lightning Experience signatures will be added to all personal emails automatically, but inserting any template will overwrite current email and signature. Signatures won’t be added to emails that use HTML templates, as signatures need to be part of the template.

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