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My Settings: Update Your Personal Settings

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.

Required Editions

Available in: Salesforce Classic
Available in: All editions except Database.com

To get started on any task, click a menu from the left pane, then select the menu item you want. The personal settings page also includes quick links for easy access to the most commonly used personal settings tools and tasks.

  • Access Your Personal Settings in Salesforce Classic
    If you use Salesforce Classic, your personal settings are located either in Personal Setup or My Settings.
  • Access Your Personal Settings in Lightning Experience
    If you use Lightning Experience, your personal settings are located either in Personal Setup or My Settings.
  • Update Personal Information
    Update your name, phone number, email, address, and work information on the Personal Information page in My Settings.
  • Edit Your Email Settings
    Specify your preferred address and name for emails sent from Salesforce, add a professional signature, and select your email composer. You can also opt to automatically copy yourself on emails sent from Salesforce and subscribe to email alerts.
  • Edit Your Language and Locale Settings
    Update language and locale settings in your personal settings.
  • Add, Remove, and Organize Your Tabs in Salesforce Classic
    Salesforce Classic uses tabs as starting points for viewing, adding, and editing information for an object. Different apps can have different sets of tabs. Add tabs for items you use frequently in any app.
  • Customize Your Pages
    Specify the related lists that appear in detail pages.
  • Personalize Lightning Experience Display
    To change the look of Lightning Experience, select your preferred combination of field label alignment and the amount of space between page elements. If your admin has enabled dark mode (beta), you can also choose whether to view Salesforce with a light or dark color theme.
  • Personalize Your Record Activities View Settings
    Change how activities display on your record pages.
  • Set Record Type Preferences
    Set an option to automatically insert your default record type when you create records. If you use this setting, you’re no longer prompted to select a particular record type.
  • Edit Your Meeting and Availability Settings
    Specify when you’re available for meetings. When you invite someone to choose a meeting time, they see available times only for the hours you set. These meeting settings are used when you select Add Scheduling Link or Add Next 3 Available Times in an email with Outlook or Gmail email integration or Salesforce’s email
 
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