Anyone with a Salesforce login can personalize their own experience through My Settings. Here is how to open it in Lightning Experience and set the preferences users adjust most. No admin permission is needed for these personal changes.
- Open My Settings
Click your profile photo (the avatar) in the top-right corner of any Lightning Experience page, then choose Settings. The personal settings page opens with a category menu on the left.
- Jump straight to a page with Quick Find
Type the first few characters of the page you want into the Quick Find box at the top of the left menu. For example, type "lang" to reach Language and Time Zone or "email" to reach Email Settings.
- Set language, locale, and time zone
Open Language and Time Zone. Pick your interface Language, your Locale for date and number formatting, and your Time Zone so activities and reports show the correct local time. Save.
- Write your email signature
Open Email Settings (My Email Settings in Classic). Enter your signature in the Email Signature field, set your preferred From name and address, and save. This signature appends to your outbound emails.
- Register identity verification methods
Open the identity verification or Advanced User Details area and enroll at least two methods, such as Salesforce Authenticator plus SMS, so you are not locked out if one device is unavailable.
Sets the text of the Salesforce interface (labels, buttons, help). Separate from Locale.
Controls formatting of dates, times, numbers, currency symbols, and name order for your account only.
Determines how date-time values display for you. A wrong setting makes activity times and date filters look off.
Your personal sign-off appended to outbound mail. Distinct from the admin-set org email footer.
Sets which record type new records open with, so you skip the chooser for the type you use most.
- My Settings preferences apply only to your account. Changing your locale or signature never affects other users.
- You cannot disable mandatory multi-factor authentication or relax the password policy from My Settings. Those are admin-enforced.
- Language and Locale are different settings. Changing Language alone will not switch date formatting; adjust Locale for that.
- Username and Profile are read-only here by design. Only an administrator can change them in Setup.