Definition
In Salesforce user settings, a category of user profile data (like name, email, phone, address) that users may be able to edit themselves and that is subject to data protection and privacy configurations.
Real-World Example
the system admin at BrightEdge Solutions recently implemented Personal Information to control how users interact with Salesforce data and features. After configuring Personal Information in the sandbox and validating it with key stakeholders, they roll it out to production. User adoption improves because the interface now matches how teams actually work.
Why Personal Information Matters
In Salesforce user settings, Personal Information is a category of user profile data (like name, email, phone, address) that users may be able to edit themselves and that is subject to data protection and privacy configurations. Personal Information settings live in My Settings (Lightning) or Personal Settings (Classic), where users can update their own details without admin help.
Letting users manage their own personal information is a productivity win for both users (who don't have to wait for admins to make trivial changes) and admins (who don't have to handle routine update requests). Salesforce provides this self-service capability by default, with admins able to control which specific fields users can self-edit through profiles. Mature orgs encourage user self-service for personal information while maintaining controls on fields that have business implications (like role assignments or licenses).
How Organizations Use Personal Information
- •BrightEdge Solutions — Trains users to update their own personal information through My Settings, reducing admin requests for trivial changes.
- •NovaScale — Configures which personal fields users can self-edit, allowing self-service for routine information while controlling sensitive fields.
- •Cobalt Ventures — Treats user self-service for personal information as part of admin productivity.