Definition
My Settings refers to a set of configuration options in Salesforce that control how a specific feature or area of the platform behaves. Administrators adjust these settings through the Setup menu to tailor functionality to their organization's requirements.
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 is the personal configuration area in Salesforce where individual users customize their own experience without requiring administrator assistance. Accessible through the user profile menu, it includes options for display and layout preferences, email settings (signatures, email-to-case addresses), calendar settings, language and locale, login history review, and connected app authorizations. My Settings solves the problem of user-level personalization — while administrators control org-wide settings, individual users need the ability to configure preferences that affect only their own experience, like time zone, email notifications, and default landing page.
As organizations scale to hundreds or thousands of users across multiple regions and time zones, My Settings becomes essential for supporting a diverse workforce without requiring admin intervention for every personal preference change. Users in different countries need different locale settings for date and number formats, remote workers may need to change their time zone when traveling, and power users want to customize their navigation tabs and default record views. Organizations that train users on My Settings early in their onboarding process see fewer helpdesk tickets for personal preference issues, which frees up administrator time for strategic work. The most impactful My Settings configurations are email settings (which affect all outbound communications) and login verification methods (which are critical for multi-factor authentication compliance).
How Organizations Use My Settings
- Redwood Financial — Redwood Financial includes My Settings configuration in their new-hire onboarding checklist. Each new user sets their time zone, locale (important for their global offices in the US, UK, and Singapore), and email signature with the company template on their first day. By standardizing this during onboarding, the admin team eliminated an average of 8 helpdesk tickets per new hire related to time zone mismatches and missing email signatures.
- Summit Sales Group — Summit Sales Group trains sales reps to use My Settings to configure their email signature with a standardized template that includes their name, title, direct phone number, and a link to their online booking calendar. The marketing team provides the HTML template, and reps paste it into their My Settings email configuration. This ensures every outbound email from Salesforce carries consistent branding, which the marketing team credits with a 12% increase in meeting booking rates.
- Atlas Global Consulting — Atlas Global Consulting advises their consultants who travel frequently to update their time zone in My Settings before each engagement. A consultant working from a client site in Tokyo previously had all her calendar events showing 13 hours off because her Salesforce time zone was still set to Eastern. After updating the setting, her calendar accurately reflects local meeting times, preventing the scheduling conflicts that had caused two missed client meetings.