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Personalize Your Salesforce Experience

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Personalize Your Salesforce Experience

Update your personal information, for example your email address. Change your password and security question. If you have administrator permissions, you can also customize your Salesforce org.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions.
  • My Settings: Update Your Personal Settings
    Your personal settings help you customize your Salesforce experience. View or update your personal settings like your password and security question, email settings, and organize your tabs and pages.
  • Update Your Profile Page
    Click your name or your profile picture to navigate to your profile page. The page offers controls for changing your avatar and updating your contact information. Your contact information is visible to everyone in your company.
  • Personalize Your Navigation
    Personalize your Salesforce navigation so you can work more efficiently.
  • Update Your Chatter and Experience Cloud Site Settings
    Get ready for Chatter and Experience Cloud sites. Follow people and records, and join a couple of groups that interest you.
  • Organize Your Day
    Stay on top of your meetings, tasks, and sales goals.
  • Organize Your Data
    Salesforce stores much of your data, like account information, in individual records, and organizes the data within objects. You can view and update your records and run reports on your data.
  • Try New Features with the Lightning Extension for Chrome
    Are you an early adopter of the latest and greatest technology … or do you want to become one? With the Lightning Extension for your browser, you can gain access to the latest Lightning features and try them before everyone else.
 
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