It’s no secret. Salesforce is the most widely used CRM system on the planet. While Salesforce offers a comprehensive suite of features designed to streamline sales, marketing, and customer service processes, many users are unaware of the potential time-saving benefits that lie within its shortcuts.
Salesforce hotkeys and keyboard shortcuts can significantly enhance user experience by simplifying navigation, speeding up data entry, and reducing repetitive tasks. These shortcuts, which range from keyboard commands to quick-access functions, enable users to perform actions more swiftly and efficiently.
Here are 60 of the most common shortcuts to help you and your team maximize productivity with Salesforce:
Global shortcuts
- Esc – Close or deselect
- Ctrl+c, then s – Copy URL for active tab
- Ctrl+c, then w – Copy URL for active workspace tab and subtabs
- E – Edit
- Ctrl+. – Insert quick text
- H – Open or close History
- M – Open or close Macros
- N – Open or close Notes (To use this shortcut, first open the utility)
- O – Open or close Omni-Channel (This shortcut works in the Service Console app only)
- Ctrl+Enter – Post to feed
- Ctrl+s – Save (Your focus must be on a field)
- Ctrl+/ – Search
Global web browser shortcuts
- V – Go to Navigation Tab
- P – Go to Primary Tab
- R – Go to Header Search Box
- F – Go to Footer
- N – Go to List View
- U – Get Link to share
- T – Open new tab
- D – Open Dropdown button on tabs
- Z – Zoom in or Zoom out
- Enter – Activate a Command
- Esc – Enter Keyboard Shortcut Mode
- SHIFT+S – Go to Field on Tab
- SHIFT+F – Go to First list View Item
- SHIFT+C – Reopen Lastclosed Tab
- SHIFT+R – Refresh Tab
- SHIFT+K – Show Keyboard Shortcuts
- SHIFT+N – Show or Hide Pinned List
- SHIFT+Arrow keys – Show or Hide Respective Top Sidebar
Navigation shortcuts
- C – Focus notifications
- SHIFT+c – Focus notifications (reverse order)
- G, then D – Go to composer window
- G, then L – Go to selected navigation item
- G, then P – Go to publisher
- G, then S – Go to subtab
- Ctrl+F6 – Go to prompts
- G, then U – Go to utility bar
- G, then W – Go to workspace tab
- Ctrl+Alt+G – “Go to” modifier for dialogs, forms, and input fields
- Ctrl+Mouse Click – Open nav item in a new workspace tab
- Left/Right Arrow Key – Switch tabs (To switch, your focus must be on the tab itself)
- SHIFT OR Ctrl+g+e – Go to Emails
- SHIFT OR Ctrl+g+c – Go to Campaigns
- SHIFT OR Ctrl+g+l – Go to Landing Pages
- SHIFT OR Ctrl+g+p – Go to Prospects
- SHIFT OR Ctrl+g+t – Go to Tags
- SHIFT OR Ctrl+g+v – Go to Visitors
- SHIFT OR Ctrl+/ – Search
- SHIFT OR Ctrl+h – Open Recent History
Tabs hotkeys
- SHIFT+X – Close workspace tab
- Shift+W – Close all tabs
- Shift+R – Refresh tab
Overflow shortcuts
- G, then D – Opens the overflow menu
- Up Arrow and Down Arrow – Moves through the list of open composer windows in the overflow menu
- Left Arrow and Right Arrow – Moves between open composer windows
- Enter – Moves focus to inside the composer window (from a composer window’s header)
- Tab – Cycles through the fields inside the composer window
Keyboard shortcuts for Salesforce Classic
- Alt+number – Open Recent Items record (To open the first, Alt+1. The second, Alt+2. Alt+0 opens the 10th)
- Alt+S – Show or hide sidebar (To use this shortcut, your org must enable the collapsible sidebar)
Stop repetitive typing and enhance your productivity in Salesforce
Even with keyboard shortcuts, repetitive typing is an often expected part of the job when managing a CRM like Salesforce.
Many Salesforce users can are enhancing their workflow efficiency by pairing TextExpander with Salesforce. TextExpander is a powerful productivity tool that allows for the creation of customizable snippets for frequently used text. TextExpander helps eliminate repetitive typing tasks by expanding short abbreviations into full-text content, making it an ideal companion for Salesforce users who often deal with extensive data entry, email communication, and standardized responses.
For instance, sales representatives can use TextExpander to quickly input common phrases, email templates, or customer service responses without typing out each word manually. A simple few keystrokes can accomplish all of these tasks. Moreover, TextExpander’s ability to store and retrieve complex text snippets can significantly streamline Salesforce data entry processes. Users can create snippets for repetitive fields such as contact details, sales notes, and opportunity descriptions, allowing them to populate records swiftly and with minimal effort.
By combining TextExpander with their Salesforce workflow, users can focus more on high-value tasks, such as building relationships and closing deals, rather than getting bogged down by repetitive typing.
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