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Full Personal Settings entry
How-to guide

How to open and use Personal Settings

Personal Settings is not something you turn on. It is always present in Salesforce Classic for nearly every user. The task is finding it and knowing which page does what. Here is how to open it and reach a specific setting quickly in either interface.

By Dipojjal Chakrabarti · Founder & Editor, Salesforce DictionaryLast updated Jun 16, 2026

Personal Settings is not something you turn on. It is always present in Salesforce Classic for nearly every user. The task is finding it and knowing which page does what. Here is how to open it and reach a specific setting quickly in either interface.

  1. Open the personal area

    In Salesforce Classic, click the dropdown arrow next to your name in the top-right corner, then select My Settings or Setup. In Lightning Experience, select your profile image and choose Settings instead.

  2. Jump with Quick Find

    Rather than expanding the left-hand menu by hand, type the first few characters of a page name into the Quick Find box. Typing "pass" reaches Change My Password and "reset" reaches Reset My Security Token.

  3. Update the high-impact fields first

    Open Personal Information and confirm your email, time zone, and locale. These shape password resets, reminder times, and how every date and number displays for you.

  4. Tailor email, display, and calendar

    Set an email signature and reply name, adjust which tabs and related lists show in your view, and choose your default activity reminder behavior so the interface matches how you work.

Key options
Personal Informationremember

Name, email, phone, address, title, language, locale, and time zone for your own user record.

Change My Passwordremember

Set a new password after entering your current one; subject to the org password policy.

Reset My Security Tokenremember

Generates a new token and emails it to your address; the old token stops working at once.

Email Settingsremember

From name, reply address, signature, and whether to copy yourself on outbound email.

Calendar and Remindersremember

Reminder pop-ups, default lead time, event display, and meeting availability windows.

Gotchas
  • The Reset My Security Token option is hidden when login IP ranges are set on your profile, and Chatter External and Chatter Free users never see it.
  • A token reset takes effect immediately, so any API client or integration logging in as you will fail until you update its stored token.
  • Accessing personal settings is not supported on Lightning Experience in iPad Safari; use a desktop browser instead.
  • Display tweaks like tabs and related lists change only your view, not the page layout the admin built for everyone.

See the full Personal Settings entry

Personal Settings includes the definition, worked example, deep dive, related terms, and a quiz.