Overview of User’s My Settings in Salesforce


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My Settings

In Salesforce personal settings are located in My Settings.

Step 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.

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

Step 3 : Do one of the following

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.

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.

You can do the below setup in My Settings

  • Personal Information
  • Change Password
  • Language and Time Zone
  • Grant login Access
  • Customize Tab
  • Customize Page
  • Email Settings
  • Email Template and more..

This blog information is very useful to learn about My Settings options.


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