Definition
Personal Settings in Salesforce Classic is the user-facing configuration area where individual users manage their own preferences without needing administrator access. Accessed via the user's name menu in Salesforce Classic, it provides options for updating personal information (name, email, address), changing language, locale, and time zone settings, configuring email and calendar preferences, managing login history and security tokens, setting up email signatures, and adjusting display options. Personal Settings is the Classic equivalent of My Settings in Lightning Experience.
Real-World Example
When an admin at Redwood Financial needs to streamline operations, they turn to Personal Settings to ensure the Salesforce org runs smoothly and securely. They configure Personal 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 Personal Settings Matters
Personal Settings in Salesforce Classic is the user-facing configuration area where individual users manage their own preferences without needing administrator access. Accessed via the user's name menu in Salesforce Classic, it provides options for updating personal information (name, email, address), changing language, locale, and time zone settings, configuring email and calendar preferences, managing login history and security tokens, setting up email signatures, and adjusting display options.
Personal Settings is the Classic equivalent of My Settings in Lightning Experience. Both serve the same purpose: empowering users to manage their own configuration without admin intervention. For orgs that have migrated to Lightning, users access these capabilities through My Settings instead. Encountering Personal Settings references typically signals a Classic org or older documentation. Mature orgs train users on whichever interface (Personal Settings or My Settings) matches their UI.
How Organizations Use Personal Settings
- •Skyline Consulting — Helps clients still on Classic train users on Personal Settings while planning Lightning migration.
- •NovaScale — Trained users on My Settings during Lightning Experience rollout, replacing Classic Personal Settings training.
- •TerraForm Tech — Treats Personal Settings as a Classic-era feature replaced by My Settings in Lightning.