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Access Your Personal Settings in Salesforce Classic

Access Your Personal Settings in Salesforce Classic

If you use Salesforce Classic, your personal settings are located either in Personal Setup or My Settings.

Required Editions

Available in: Salesforce Classic
Available in: All editions except Database.com.
  1. At the top of any Salesforce page, click the down arrow next to your name.

    Depending on your organization’s user interface settings, you should see either Setup or My Settings in the menu.

  2. From the menu under your name, click Setup or My Settings.

    If you clicked Setup, look on the left side of the page and click a menu item to display its sub-menu, then click the item you want.

    Navigating to Setup

    If you clicked My Settings, look on the left side of the page and click a menu item under My Settings to display its sub-menu, then click the item you want.

    Navigating to My Settings

    To quickly find a page, type the first few characters of its name in the Quick Find box. As you type, pages that match your search terms appear in the menu. For example, to find the Personal Information page, type pers in the Quick Find box.

 
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