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.
Real-World Example
an admin at Redwood Financial recently implemented My Settings to ensure the Salesforce org runs smoothly and securely. They configure My Settings during a scheduled maintenance window, test it in a sandbox first, and then deploy to production. The result is tighter security and a more streamlined experience for all 200 users in the org.
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
- •BrightEdge Solutions — Trains new hires to use My Settings for personal configuration during onboarding, reducing admin requests.
- •NovaScale — Documents My Settings options in their user guide so users know what they can self-serve.
- •Cobalt Ventures — Encourages users to manage their own time zones, email signatures, and notification preferences through My Settings.