Navigating My Settings is straightforward but the breadth of available preferences means many users never explore them. The steps below cover the highest-value configurations for a new user.
- Open My Settings
Click your avatar in the top-right of Lightning Experience. Choose Settings.
- Set personal email signature
Personal > My Email Settings. Add your signature. It appears on outbound mail sent through Salesforce.
- Configure Identity Verification methods
Personal > Advanced User Details > Identity Verification. Register Salesforce Authenticator (recommended) plus a backup method.
- Set default app and home page
Display & Layout > Customize My Tabs. Configure the apps you use most.
- Tune Chatter notifications
Chatter > Email Notifications. Set frequency for digest emails; disable notifications you do not need.
- Configure calendar preferences
Calendar & Reminders. Set default view, work hours, reminder defaults. Configure Outlook/Google sync if available.
- Generate Email to Salesforce address
Email > My Email to Salesforce. Generate your auto address. Add to your mail client as BCC for activity logging.
Name, email, phone updates.
Default app, home page, language, locale.
Signature, Email to Salesforce, send-through configuration.
Calendar preferences and sync.
Per-user registration of verification factors.
- Some settings are admin-controlled. Users cannot override mandatory MFA or strict password policies.
- Email signature is per-user. The org-wide footer is separate; both append to outbound mail.
- Single-method Identity Verification is risky. Encourage users to register multiple methods.
- Chatter notifications can overwhelm. Tuning is per-user; admins cannot reduce volume centrally.
- Email to Salesforce auto address requires admin enablement before users can generate. Confirm feature is on org-wide.