Customizing Logos in Notifications and Approvals

  • Updated on Jan 15, 2026
  • Published on Dec 23, 2025
  • 2 minute(s) read
  • PH
  • Migration Team
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Overview

You can now customize the email templates used to generate Notifications and Approvals with your company logo using Custom Settings in Salesforce.

This guide lists the steps for customizing logos in your email templates in Salesforce.

Audience

  • Salesforce Administrators

  • IT Support

Prerequisites

  • Ensure that Contracts Suite - Sales Cloud Edition is already installed and configured. The version of this package must be 2025.3 or higher.

  • This feature requires that at least one Permission Set of the Contracts Suite product must already be assigned to your users.

Upload the Logo Image

To upload your company logo:

  1. Click the View profile icon and select Switch to Salesforce Classic.
    User settings menu showing display density options and a switch to Salesforce Classic.

  2. Click the All Tabs plus icon.
    Salesforce interface showing 'All Tabs' with a highlighted 'Create New' button.

  3. Scroll down and click Documents.
    Menu options including Documents highlighted for easy navigation and access.

  4. Select Folder as FedTom and click Go.
    Document management interface showing folder selection and search functionality.

  5. Click New Document.
    Document management interface showing folder and options to create a new document.

  6. Under Upload New Document:

    • Enter the Document Name and Document Unique Name as Header Logo.

    • Enable the Externally Available Image checkbox.

    • Click Choose File and upload your organizations header logo image.

    • Click Save.
      Form for uploading a document with fields for name, file selection, and save button.

  7. Open the newly created Header Logo document and note the URL for use in the next steps.
    Salesforce document page displaying Header Logo and management information details.

  8. Similarly, create another folder named Footer Logo, upload the footer logo image, save the document, and note down the URL for use in the next step.
    Salesforce document management interface displaying document details and recent items list.

  9. Click Switch to Lightning Experience.

Configure Custom Settings

  1. Click the gear icon and select Setup.

  2. Go to Custom Settings using Setup search.

  3. Click Manage against TM Custom Logo Configuration.

  4. Click Edit.

  5. Enter your Header and Footer - Logo URLs copied in the previous step and click Save.

  6. Trigger an out-of-the-box notification to receive an email with your customized logos as shown below.

Edit Custom Email Templates

NOTE

Perform the below mentioned steps only if you wish to insert customized logos into your custom email templates.

  1. Go to Classic Email Templates using Setup search.

  2. Open a custom email template of your choice.

  3. Click Edit HTML Version.

  4. Scroll down to HTML Body and against first instance of text src=" paste the following text:
    {!User.TM_TOMA__Header_Logo_URL__c}

  5. Scroll down further and against second instance of text src=" paste the following text:
    {!User.TM_TOMA__Footer_Logo_URL__c}

  6. Click Save.
    Logos are inserted into your custom email template.

Edit Custom Flows

NOTE

Perform the below mentioned steps only if you wish to insert customized logos into your custom flows.

  1. Go to Flows using Setup search.

  2. Open a custom flow of your choice.

  3. Scroll down to Action and click to open it.

  4. Scroll down to Body and select View as Plain Text.

  5. Scroll down further within Body and against first instance of text src=" paste the following text:
    {!$User.TM_TOMA__Header_Logo_URL__c}

  6. Scroll down further within Body and against second instance of text src=" paste the following text:
    {!$User.TM_TOMA__Footer_Logo_URL__c}

  7. Click Save.
    Logos are inserted into your custom flow.

Create Permission Set with Custom Setting Definition

IMPORTANT

Perform the below mentioned steps only if you wish to use this feature with a custom Permission Set.

  1. Go to Permission Sets using Setup search and click New.

  2. Enter a Label and API Name and click Save.

  3. Go to Users Field Permissions and click Edit.

  4. Select the Read checkboxes against Footer and Header - Logo URLs and click Save.

  5. Scroll down and open Custom Setting Definitions.

  6. Click Edit.

  7. Select and move the TM_TOMA.TM Custom Logo Configuration from Available Custom Setting Definitions to Enabled Custom Setting Definitions using the Add arrow button and click Save.

Assign Permission Set

  1. Go to Users using Setup search.

  2. Click to open a User that you want to assign the newly created Permission Set to.

  3. Go to Permission Set Assignments and click Edit Assignments.

  4. Select and move the TM End Users Permission Set from Available Permission Sets to Enabled Permission Sets using the Add arrow button and click Save.