How to configure a signature to apply to a Salesforce list

Resolution

You can link your Salesforce account to Exclaimer and use recipient rules to apply your signature to the list of users from the Salesforce account. Available lists synchronized from Salesforce are: Contact, Account, and Opportunity lists.

To configure and apply a signature to a Salesforce list:

1. Log in to your Exclaimer account and from the header bar, open the Settings menu by selecting the cogwheel icon, then select Integrations.
   
   
   
   
2. Under Salesforce Lists, select Connect with Salesforce to connect your Salesforce account. For more information on configuring Exclaimer integration with Salesforce, see Salesforce Lists.
   
   
   _{The Connect with Salesforce button is found in the Salesforce Lists section.}
   
   
3. From the menu pane, select Signatures. Find the signature you wish to configure, then select Manage Rules.
   
   
4. Select the Recipients tab.
   
   
5. Under Type of recipient, select whether your recipients are Internal, External, or All Recipients (Internal and External).
   
6. Under Optional inclusions and exclusions, select Add Salesforce List from the Include Salesforce Lists section.
   
   
   _{The Add Salesforce List button is found in the Include Salesforce Lists section.}
   
   
7. Add your Salesforce list. For more information on adding a Salesforce list, see Signature Recipients.
   
   
8. In the unsaved changes banner, select Save to commit your recipient rules. Your signature will now be applied when the recipient of the email is included on your Salesforce list.