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I would like to know if accessing outgoing emails before they go out of the system is possible. We want to get rid of default Salesforce signature and embed one of our own in all the outgoing emails.

But I'm not sure if the EmailMessage records are generated before the email is sent out. Any thoughts or knowledge on this is greatly appreciated.

Thanks!!

  • Can you clarify what you mean by default Salesforce signature? This sounds like a use case for an email template and/or letterhead – Cleverlemming Nov 18 '19 at 23:15
  • Default Salesforce signature means the signature under each user profile. And yes, it is related to template. So, we are using Salesforce and gmail Integration. When, a rep sends an email with a template in gmail, they are getting 2 signatures. (1 from the gmail profile and 2nd from the Salesforce user profile) – J.doe Nov 20 '19 at 15:52
  • I've worked with gmail and outlook integrations and I've never seen this problem. Can you not remove signatures from Gmail? By the way, are you using lightning? – Cleverlemming Nov 20 '19 at 18:32
  • Yes, we thought of removing signature from gmail which will work great once when rep send email for the first time. But then, when a customer will reply and rep will reply back to the thread they will have to add a signature manually. Which is a waste of their time. And Yes, we are using lightning. – J.doe Nov 20 '19 at 20:09
  • Well, to my knowledge, your only choice is probably to eliminate the redundant signatures in your Salesforce templates. The only other route I can think of would be to bulid a custom email handler that you send to and that strips a string from the email before sending it again. This sounds like killing a fly with a hammer though. Custom emal components that handle templates--I've done one--are a lot of work and you have to work with a different, more limited, feature set than internal developers get. – Cleverlemming Nov 20 '19 at 21:28

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