How to Use the Salesforce My Settings Menu - dummies

How to Use the Salesforce My Settings Menu

By Tom Wong, Liz Kao, Matt Kaufman

My Settings, which you access by clicking your name after you’ve logged in to Salesforce, is the enhanced user interface for what used to be called the Personal Setup page. In fact, if you don’t see My Settings after clicking your name, your organization probably signed up for Salesforce prior to this feature’s existence and the administrator hasn’t opted to enable this yet.

My Settings is a set of tools and options that you can use to customize Salesforce according to your individual preferences. You can decide to show only certain tabs, synchronize your Salesforce data with your e-mail program, set how often you want to get Chatter updates, and work with Salesforce while you’re not connected to the Internet.

Salesforce makes it easy for you to better personalize your system by providing all your setup tools in one area.

To locate and navigate your My Settings area, follow these steps:

  1. Click your name in the upper-right corner of any page, and select the My Settings option from the drop-down list.

    The My Settings page appears, and you will see a Quick Links and Desktop Add-Ons section (depending on your permissions), as shown in the figure.

    (If you didn’t find a My Settings link below your name, don’t worry. This just means that you’re on the old user interface. You can still follow along by clicking your name, then the Setup option in the drop-down list, and then the Personal Setup link in the left sidebar.)

    The My Settings page lists each of its main headings in an expandable sidebar. The Quick Links in the body of the page and the sidebar work hand in hand, but you might like to use the sidebar so that you don’t get lost.

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  2. Click each of the section headings to expand them and see the full range of options (see the next figure).

    Subsections appear. The body of the page doesn’t change if you simply expand the section within the sidebar.

  3. Click any subsection.

    The details for that subsection appear.

  4. Click the Back button in your browser to return to the previous page, or click another section heading to open that heading’s page.

    You’ve mastered basic navigation on the My Settings menu.

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