Keyboard Shortcuts in Salesforce.com



Keyboard shortcuts are a set of commands that can be executed by pressing a combination of keys on your keyboard. They allow you to quickly navigate around the Salesforce platform and perform various tasks without using your mouse. This saves you time and improves your productivity and efficiency.


In Salesforce, there are many different keyboard shortcuts available. Here are some of the most useful keyboard shortcuts that you can use in the Lightning experience:


1. Global Search – Press "Ctrl + /" to quickly access the global search box. From there, you can search for any record, contact, or account within your Salesforce org.


2. Create a New Record – Press "Ctrl + N" to create a new record, such as a new contact, account, or opportunity.


3. Edit a Record – Press "Ctrl + E" to edit a record that you have selected.


4. Save a Record – Press "Ctrl + S" to save a record that you have just edited or created.


5. Close a Tab – Press "Ctrl + W" to close the current tab that you are working on.


6. Switch Between Tabs – Press "Ctrl + Tab" to switch between tabs that you have open in your Salesforce org.


7. Delete a Record – Press "Ctrl + D" to delete a record that you have selected.


8. Refresh the Page – Press "Ctrl + R" to refresh the current page that you are working on.


9. Add a Related Record – Press "Ctrl + Shift + A" to add a related record to the current record that you are working on.


10. Quick Access Menu – Press "Shift + /" to open the Quick Access Menu. From there, you can quickly access various functions such as creating a new record, editing a record, or running a report.


In addition to the above shortcuts, you can also create your own custom keyboard shortcuts in Salesforce. This allows you to further streamline your workflow and perform tasks even more quickly. To create a custom keyboard shortcut, go to "Setup" > "User Interface" > "Keyboard Shortcuts". From there, you can create your own custom keyboard shortcut for any function that you frequently use in Salesforce.

Comments

Popular posts from this blog

How to Add a Contact to Multiple Accounts in Salesforce.com

How to use a Custom Permission in a Salesforce Validation Rule

Mastering Reports and Dashboards