Salesforce is a powerful platform that helps you manage your customer relationships, sales, marketing, and more. But not everyone knows about how they can boost their productivity and efficiency by using keyboard shortcuts in Salesforce.
Keyboard shortcuts are combinations of keys that perform common tasks without using the mouse. They can save you time, reduce errors, and make your work more enjoyable. In this blog post, you can get to know about some of the most useful keyboard shortcuts in Salesforce and how to use them.
Keyboard Shortcuts for Navigation
One of the most basic and essential keyboard shortcuts in Salesforce is the Tab key. You can use it to move between fields, buttons, links, and other elements on a page. To select or activate an element, press Enter or Spacebar.
You can also use the arrow keys to navigate within lists, tables, and other components. To expand or collapse a section or a menu, press the Right or Left arrow key. To scroll up or down a page, use the Page Up or Page Down keys.
If you want to jump to a specific part of a page, you can use the following keyboard shortcuts:
- Alt + G: Go to global search
- Alt + T: Go to tabs
- Alt + C: Go to chatter
- Alt + H: Go to help menu
- Alt + S: Go to setup menu
Keyboard Shortcuts for Editing Records
Another common task that you can speed up with keyboard shortcuts is editing records. Whether you are creating a new record, updating an existing one, or deleting one, you can use the following keyboard shortcuts:
- Ctrl + N: Create a new record
- Ctrl + E: Edit a record
- Ctrl + S: Save a record
- Ctrl + D: Delete a record
- Ctrl + Z: Undo changes
- Ctrl + Y: Redo changes
Keyboard Shortcuts for Working with Tabs
Tabs are one of the main ways to access different objects and features in Salesforce. You can use keyboard shortcuts to open, close, and switch between tabs easily.
You can also use the following keyboard shortcuts to open specific tabs:
- Ctrl + Shift + A: Open Activities tab
- Ctrl + Shift + C: Open Contacts tab
- Ctrl + Shift + L: Open Leads tab
- Ctrl + Shift + O: Open Opportunities tab
- Ctrl + T: Open a new tab
- Ctrl + W: Close the current tab
- Ctrl + Shift + R: Open Reports tab
- Ctrl + Tab or Ctrl + Shift + Tab: Switch between tabs
Keyboard Shortcuts for Working with Chatter
Chatter is a social network for Salesforce users that allows you to collaborate, share information, and get updates on your work. You can use keyboard shortcuts to post, comment, like, and follow in Chatter.
You can also use the following keyboard shortcuts to navigate and filter Chatter feeds:
- Alt + N: Go to next post
- Alt + B: Go to previous post
- Alt + U: Show updates feed
- Alt + Q: Show questions feed
- Alt + K: Show bookmarks feed
- Alt + P: Post a new message
- Alt + M: Comment on Post
- Alt + L: Like or Unlike a Post
- Alt + F: Follow or unfollow a user
How to Enable Keyboard Shortcuts in Salesforce
By default, keyboard shortcuts are enabled in Salesforce Lightning Experience. However, if you want to disable them or change the modifier key (Alt, Ctrl, or Command), you can do so in your personal settings.
To access your personal settings, click on your profile icon in the top right corner of the screen and select Settings. Then, click on Display & Accessibility in the left sidebar and scroll down to Keyboard Shortcuts. Here, you can turn keyboard shortcuts on or off and choose your preferred modifier key.
You can also view a list of all keyboard shortcuts available in Salesforce by pressing Shift + “?” on any page.
Conclusion
Keyboard shortcuts are a great way to improve your productivity and efficiency in Salesforce. They can help you perform common tasks faster, reduce errors, and make your work more enjoyable. Try using some of the keyboard shortcuts we have shown you in this blog post and see how they can transform your Salesforce experience.
