Salesforce

Follow the steps below to install your team signatures on Salesforce.

Centralized one-click installation. No teammate action needed. Users see signatures when composing emails. Cloud-based installation — emails don’t go through Scribe servers.

Supported platforms: Web

Installation guide

You must be an Admin in Salesforce to install this integration.

1. Connect Salesforce integration

   Click Connect Salesforce in Scribe to start the integration.

   
2. Sign in to your Salesforce account

   If you are already logged in, this step will be skipped.

   
3. Authorize the scopes

   Once you authorize, the integration connects automatically.

   
4. Configure trusted URLs

   To display your signature correctly in Salesforce, you need to add trusted domains in your Salesforce account settings.

   In Salesforce settings, go to Security > Trusted URLs then add the following URLs by clicking “New Trusted URL” button. You only need to select ‘img-src’ in CSP Directives.

   • *.sendassets.io
   • *.sigassets.com

   
5. Install team signatures

   From your signatures list, install all signatures at once for your teammates or install them one by one for a progressive rollout.