60 Popular Salesforce Keyboard Shortcuts & Hotkeys

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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