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The advantages of using Exclaimer with Salesforce
Salesforce holds the data your teams rely on to understand customers and prospects. Our Salesforce integration uses that data to automatically control which email signatures appear for different audiences.
Send targeted email signatures - Apply different signatures based on region, industry, lifecycle stage, or account status. Turn routine emails into targeted communication.
Scalable personalization - Shift from group-based rules to dynamic targeting based on recipient. Ensure every email contains the most relevant messaging for the recipient.
Run campaigns through everyday email - Build audiences within Salesforce to promote offers, webinars, product launches, or announcements directly in email signatures.
How it works
Link your Salesforce environment through the Integrations section in the Exclaimer dashboard.
Exclaimer synchronizes email addresses from Contact, Account, and Opportunity lists every 24 hours, so your targeting reflects the latest Salesforce data.
When configuring the rules for a signature, choose the Salesforce lists you want to target in the Recipients section.
Once enabled, Exclaimer monitors for recipients that match email addresses from your selected Salesforce lists and applies the appropriate signature automatically. The right audience sees the right messaging every time.
Start sending targeted email signatures
Connect Exclaimer to Salesforce to enable targeted email signatures based on recipient attributes like account owner, region, or deal stage.
Frequently asked questions
Salesforce lists are synchronized with Exclaimer once every 24 hours at approximately 3am local time.
While it works fully with Server-Side deployment, it cannot be used for Client-Side deployment on Google subscriptions.
Yes. Exclaimer maintains a 100/100 SecurityScorecard and is the only provider with SOC 2 Type II accreditation and compliance with ISO 27001 and ISO 27018. Exclaimer uses robust encryption standards to protect all Salesforce data both at rest and during transit.
Yes, you can synchronize and target based on Contact, Account, and Opportunity lists pulled directly from Salesforce.
