Feeling overwhelmed by the vast expanse of Salesforce? Menus, modules, features – it's enough to make even the most organized professional reach for a double espresso! But don't worry, we've got your back. Let me introduce you to the world of keyboard shortcuts, your secret weapon for unlocking efficiency and transforming you into a Salesforce ninja.
Think of these shortcuts as productivity hacks. Mastering them will save you precious clicks, boost your output, and make you feel like a total Salesforce pro. Remember, Salesforce is constantly evolving, just like its shortcuts. So, let's quickly explore the must-know salesforce shortcuts:
1. Switch between Lightning Experience and Classic in a flash.
Imagine you're working in Lightning Experience, but you need to access a feature available only in Classic. Simply press Ctrl+0 (PC) or Cmd+0 (Mac) to toggle between the two interfaces seamlessly.
2. Cycle through your open tabs like a boss.
You have multiple tabs open in Salesforce, and you need to switch between them quickly. Just press Ctrl+Shift+Tab (PC) or Cmd+Shift+Tab (Mac) to cycle through your tabs effortlessly, saving time and clicks.
3. Recent records? Bam! You got 'em.
Need to access a recently viewed record? Press Ctrl+E (PC) or Cmd+E (Mac) to instantly pull up your recent records list, making navigation a breeze.
4. Create a new record in seconds.
You're on a contact page and need to create a new opportunity. With Ctrl+N (PC) or Cmd+N (Mac), you can swiftly open a new opportunity record without disrupting your workflow.
5. Save your changes like a superhero.
Example: After making important edits to a record, ensure you save your changes with Ctrl+S (PC) or Cmd+S (Mac) to avoid losing any valuable information.
6. Find anything, anywhere, with the power of search.
Looking for a specific account or contact? Press Ctrl+F (PC) or Cmd+F (Mac), type the name, and let Salesforce's powerful search functionality locate it for you in seconds.
7. Log calls, schedule meetings, and send emails.
7. Log calls, schedule meetings, and send emails. With Ctrl+Shift+C (PC) or Cmd+Shift+C (Mac), you can quickly log calls, schedule meetings, and send emails without navigating away from your current screen, streamlining your communication tasks.
8. Access all the amazing tools and features Salesforce has to offer.
Press Ctrl+Shift+A (PC) or Cmd+Shift+A to access a comprehensive list of tools and features available in Salesforce, empowering you to maximize your productivity and efficiency.
9. Filter, filter, filter! Find exactly what you need.
Need to narrow down your search results? Press Ctrl+Shift+F (PC) or Cmd+Shift+F (Mac) to apply filters and find precisely what you're looking for in your list views.
10. Jump to a specific page within your list view – no more scrolling marathons.
Navigate through long list views with ease by pressing Ctrl+Enter (PC) or Cmd+Enter (Mac) to jump directly to a specific page, eliminating the need for extensive scrolling.
11. Advanced search? You bet! Unleash the power of specific keywords.
Utilize Ctrl+/ (PC) or Cmd+/ (Mac) to unleash the full potential of Salesforce's advanced search capabilities, allowing you to refine your searches with specific keywords and criteria.
12. Manage cases, track tasks, and resolve issues with lightning speed.
In Salesforce Console, efficiently manage cases, track tasks, and resolve issues by pressing Ctrl+Shift+S (PC) or Cmd+Shift+S (Mac), enabling you to streamline your workflow and boost productivity.
Bonus: Create your own shortcut in Salesforce.
Want even more shortcuts? Console users can unleash the full power of customization! Here's how:
1. Open your Salesforce app settings: From Setup, enter "Apps" in the Quick Find box and select your console app.
2. Customize shortcuts: Click "Customize keyboard shortcuts".
3. Edit or create: Choose "Edit" to change an existing shortcut or click "+Add Keyboard Shortcut" for a new one.
4. Collaborate with your developer: For new shortcuts, provide a unique "Console Event Name" and work with your developer to connect it to the desired action.
5. Save and enjoy: Click "Save" to unlock your personalized shortcut magic!
Note: You can't delete default shortcuts, but you can edit or deactivate them for a truly tailored experience.
Remember, practice makes perfect! Don't hesitate to experiment and customize your shortcut usage to suit your workflow. With dedication and practice, you'll soon find yourself navigating Salesforce like a seasoned expert, leaving inefficiency in the dust.
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