Profile Settings and Password | CustomGuide

Profile Settings and Password

How to Change Profile Settings and Passwords

Profile Settings and Password

It's easy to view and make changes to your Salesforce profile.

View Your Profile

  1. Click your name near the top of the screen.
  2. Select My Profile.
    View Your Profile

You can add a photo, edit your contact information, and add more information to your Overview tab such as an About Me.

Add a Profile Picture

Adding a photo of you will make it easier to connect with your colleagues.

  1. Point to the Profile picture area.
  2. Click Add Photo.
    Add a Profile Picture
  3. Click Browse.
    Add a Profile Picture
  4. Select the picture you want to upload and click Open.
    Add a Profile Picture
  5. Adjust the picture if necessary and click Save.
    Add a Profile Picture

The photo you select is now displayed on your profile.

Change Your Contact Information

Making sure your colleagues can get in contact with you is important. It is easy to keep your contact information up to date in your Salesforce profile.

  1. Click your name near the top of the screen.
  2. Select My Settings.
    Change Your Contact Information

    Here you'll find various personal settings for Salesforce.

  3. Click the Personal category.
  4. Edit your personal information.
    Change Your Contact Information
  5. Click Save when you're finished.
    Change Your Contact Information

Any changes you made are saved.

Change Your Password

You can also change your password from the My Settings page.

  1. Click Change My Password.
  2. Enter your current password, your new password, and click Save.
    Change Your Password