---
title: "Salesforce connector"
description: "How do I connect my Salesforce to Signitic?"
url: https://support.signitic.com/en/articles/8224352-salesforce-connector
collection: "Connectors"
updated: 2026-10-26
language: en
alternates: [fr, it, de, pt]
---

# Salesforce connector

How do I connect my Salesforce to Signitic?

In order to have your email signature on your Salesforce account, a few steps are necessary.

## **❶** Go to the Connectors settings

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_1429.png)

To link the two services, go to the [**Connectors**](https://app.signitic.com/settings/connectors) page of your Signitic settings. Then click on **add**.

## **❷** Log in to your Salesforce admin account

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_8052.png)

Select the Salesforce connector and click **Connect**.

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_3071.png)

**Log in** with a Salesforce admin account.

Give Signitic permissions to access your **API** and you'll be back on Signitic.

## **❸** Enable signature update

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_7231.png)

As with all **Destination** Connectors, it is important to enable signature updating on the connector afterwards if you want to update signatures straight away.

To do this, simply go back to the [**connectors settings**](https://app.signitic.com/settings/connectors) and click on **Salesforce** integration. You will see the option to **update signatures**.

## **❹** Check user status

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_8166.png)

You can see if the Salesforce account is **active** by hovering over the user's **status label**.

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_8663.png)

To change the status, go to the **settings** of the user record.

# ⚠ Known issues :

On the latest versions of Salesforce, additional handling may be required.

## **❶** Go to Service Configuration

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_5197.png)

Go to your **Service Setup (1)** and then **Object Manager (2)**.

**Search (3)** and click on **User (4)**.

## **❷** Fields & Relationships

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_3469.png)

Then search for "signitic" under **Fields and Relationships.**

Once on the "signitic\_signature" Custom Field page, click on **View Field Accessibility**:

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_7606.png)

In the next list, you have a list of your Salesforce roles and the field visibility type for that role.

It is necessary to make the **standard users** and the **system administrators** editable. To do this, just click on "_Hidden_" on the line of the corresponding role. Then check the following boxes:

![](https://staticfiles.gleap.io/helpcenter/669e4628f35b0c8e9eff6ebe/20240731162145_5626.png)

Once the change is made, the field is **Editable**.

⚠ Be careful, you have to force the [signature update](https://support.signitic.com/en/articles/8224259-force-the-update-of-your-signatures-or-users.md) again so that the signature appears for your Salesforce users. Either with the emergency console, or by waiting until the next morning.

You can check what the signature looks like on your **User** objects.
