Are you happy with your personal settings in Salesforce? It sounds like a silly question, but there are multiple ways you can enhance your user experience that really make a difference.
In today’s post, we will go over Chatter profile customizations, email notification settings, personal information, and more.
Update your profile
First things first, make sure all your contact information is accurate and you’re happy with your display picture. Add a quick blurb to your About Me section – breathe some life into your profile!
Navigate to the Settings page
My Settings is where you make all the magic happen. From here on out, all customizations will be made from the My Settings menu.
Change your password
Best Practice says to change your password every 90 days, but you can change it more frequently if you need to. Make sure you enter at least 8 characters, including 1 letter and 1 number.
Edit your language and time zone
Incorrect language and time zone settings can be confusing! All date/time values in Salesforce appear in your time zone when you are logged in, and the default currency for opportunities is based on the Currency value.
Verify your mobile number
When your mobile phone is registered in Salesforce, you’re able to verify your identity by text message instead of email. The next time you are required to verify your identity, a verification code will be texted to your mobile phone instead of emailed to you.
Manage your Chatter notifications
By customizing these notifications, you can increase or limit the amount of emails you receive from Chatter. Make sure the Receive emails checkbox is checked, and then edit the notification preferences to your liking.
Manage your activity reminders
From personal experience, not many people are fond of this reminder window. In the Reminder Settings section, you can edit the default reminder settings or remove the alert trigger completely.
Thanks for reading my blog!
If you have Salesforce tips or tricks you’d like to see featured here, Tweet @JessSFDC to let me know.
Until next time,