Description

The Salesforce Lists feature allows you to synchronize your Salesforce account with Exclaimer, giving your Exclaimer account access to the contacts from your Salesforce account. Once you have integrated your Salesforce Lists, you can set certain signatures to apply to contacts in the lists using recipient rules.

How to access it

  1. Log into your Exclaimer account and launch your subscription.
  2. From the header bar, select the cogwheel icon to open the Settings menu, then select Integrations.


    Open the Settings menu by selecting the cogwheel.
To integrate your Salesforce account with Exclaimer:
  1. Under Salesforce Lists, select Connect with Salesforce. This opens the Salesforce authorization screen in a new window.


    The Salesforce Lists section is found on the Integrations page.

  2. If the authorization window does not appear, select RETRY, or select CANCEL to stop authorization.
  3. Enter your Salesforce account credentials and select Log In.


    The Salesforce authorization screen.
  4. If you have a custom domain configured, select Use Custom Domain and enter your domain details.


    Use Custom Domain is found beneath the login fields.
  5. To change the connected account, select Change Salesforce Settings.
  6. To remove a connected account, select Remove Salesforce Account.
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