This guide shows how to apply your default email signature to users who send emails directly from Salesforce.
Supported Salesforce Editions
This feature is available for the following Salesforce editions:
- Enterprise
- Unlimited
- Developer
- Performance
Other editions are not supported because they lack API access. Learn more on Salesforce Support.
Note: Salesforce enforces a maximum email signature length of 1333 characters:
View related Salesforce community idea
Step-by-Step: Set Up the Integration
Only an administrator needs to complete these steps. Once configured, signatures will automatically appear for all employees sending emails from Salesforce.
- Log in to your Xink account and go to Preferences (in the top-right corner).
- Navigate to the Integration tab and select Salesforce in the left menu.
- Check the box for Enable Salesforce Integration. A Salesforce login field will appear.
- Click the Link Salesforce. You will be redirected to the Salesforce authorization page.
Log in as a Salesforce administrator. Only one admin needs to link the account; the integration will apply to all users in the organization.
- After successful authentication, you’ll return to the Xink Integration page. Your Salesforce login will appear in the corresponding field.
Click Save to complete the setup.
That’s it! The signature assigned in Xink will now sync to the user’s Salesforce account.
To Set Up a New Salesforce Integration
- First, disable the current Salesforce integration and click Save.
- Open the Integration tab again and enable the integration for the new Salesforce account.
Verify the Integration
To confirm the integration is working:
- Log in to your Salesforce account.
- Navigate to your email settings and view your signature. It should reflect the one set in Xink.
Troubleshooting
- Error, Code (-1) — GeneralError: Signature exceeds the 1333-character limit.
- Error, Code (2) — NotFound: The mailbox is not found in the Salesforce account.
