My Settings
My Settings in Salesforce Lightning Experience is a personal configuration page where individual users manage their own account preferences and display options.
Definition
My Settings in Salesforce Lightning Experience is a personal configuration page where individual users manage their own account preferences and display options. Accessed by clicking the user avatar in the upper-right corner and selecting 'Settings,' it allows users to configure their personal information (name, email, language, locale, time zone), security settings (change password, view login history, manage advanced user details), display and layout preferences, email notification settings, and calendar options. My Settings is distinct from the admin Setup menu and does not require administrator privileges.
In plain English
“My Settings is the personal configuration page in Salesforce Lightning Experience where users manage their own preferences. You access it by clicking your avatar in the top-right and selecting Settings. From there you can change personal info, security settings, display preferences, and notifications, all without admin help.”
Worked example
A new hire at Yonkers Distribution clicks her avatar in the Salesforce header and opens My Settings. She updates her time zone to Pacific Time (she just moved from Chicago to San Francisco), changes her notifications email to her new corporate alias, and turns on Lightning Experience accessibility features that suit her vision needs. She also views her Login History to confirm only her devices have signed in this week. None of these changes require an admin ticket; My Settings is the user-facing settings panel, separate from the admin Setup menu, that lets users self-serve all the personalization that doesn't require elevated privileges.
Why My Settings matters
My Settings in Salesforce Lightning Experience is a personal configuration page where individual users manage their own account preferences and display options. Accessed by clicking the user avatar in the upper-right corner and selecting 'Settings,' it allows users to configure their personal information (name, email, language, locale, time zone), security settings (change password, view login history, manage advanced user details), display and layout preferences, email notification settings, and calendar options.
My Settings is distinct from the admin Setup menu and does not require administrator privileges. It empowers users to manage their own experience without burdening admins with routine personal configuration changes. Common uses include changing time zones when traveling, updating notification preferences, managing email signatures, and adjusting calendar settings. Mature orgs encourage users to explore My Settings during onboarding so they know they can self-serve many configuration changes.
How organizations use My Settings
Trains new hires to use My Settings for personal configuration during onboarding, reducing admin requests.
Documents My Settings options in their user guide so users know what they can self-serve.
Encourages users to manage their own time zones, email signatures, and notification preferences through My Settings.
Test your knowledge
Q1. What is My Settings?
Q2. How do you access My Settings?
Q3. What can users configure?
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