Salesforce
email signature management
Centralised one-click installation with no teammate action needed. Setup takes about 5 minutes.
Salesforce
Centrally installs signatures for all Salesforce users automatically.
How it works
Centralised one-click installation. No teammate action needed.
Users see signatures when composing emails
Install once, deploy everywhere. Signatures sync instantly across Web.
Requirements
You must be an Admin in Salesforce to install this integration.
Security & Privacy
Cloud-based installation. Emails don't go through Scribe servers
SOC 2 Type II Certified. Your data is safe.
Installation guide
Follow the steps below to connect Salesforce to Scribe.
Connect Salesforce integration
Sign in to your Salesforce account
If you are already logged in, this step will be skipped.
Authorise the scopes
Once you authorise, the integration connects automatically.
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 and then add the following URLs by clicking the "New Trusted URL" button. You only need to select 'img-src' in CSP Directives.
*.sendassets.io
*.sigassets.com
*.msgassets.com
Install team signatures
From your signatures list, install all signatures at once for your teammates or install them one by one for a phased rollout.
Need more details? The full Salesforce guide, with troubleshooting, is in our help centre.
FAQ
Your Salesforce integration questions answered
No. Scribe installs signatures centrally for every Salesforce user you assign, and teammates see their signature when composing emails.
The Salesforce integration installs signatures for Web.
No. The Salesforce integration is cloud-based: the signature lives in each user's Salesforce account and your emails stay within your email provider. Scribe is SOC 2 Type II certified.
Publish the change in Scribe and it is pushed to every assigned Salesforce user automatically; there is nothing to reinstall. Smartfields keep names, job titles and phone numbers up to date.
About 5 minutes. Follow the installation guide above: most steps happen in Salesforce, the rest in Scribe.
Yes. Connect the Scribe MCP server to Claude, ChatGPT, Cursor or another AI assistant and it can walk you through this guide, create and assign signatures, and check that the installation went through. Authorising Salesforce itself (admin consent, OAuth or an API key) has to be done by you, in your browser: an AI agent cannot grant that access on your behalf. See scribe-mail.com/ai-agents.
