Welcome back, everyone! Grab your coffee or tea and get comfy—because today, we’re diving into a topic that’ll make your life in Salesforce a whole lot easier. Whether you’re a seasoned Salesforce pro or still getting used to the Lightning interface, one thing’s for sure: every second counts. And with the right keyboard shortcuts, you can shave minutes off your workflow each day.
This post is perfect for anyone who wants to become faster and more efficient in Salesforce Lightning. We’ll cover five essential shortcuts that’ll help you navigate, save, and multitask without ever reaching for your mouse.
Why Shortcuts Matter in Salesforce
Salesforce is a powerful platform, but with great power comes a whole lot of clicking. And when you’re juggling dashboards, reports, contacts, and opportunities, the mouse can slow you down. Keyboard shortcuts are your best friend for cutting through the noise and staying focused.
Shortcut 1: Jump to Global Search (/)
Need to find a contact or opportunity fast? Press the forward slash (/) key. This shortcut instantly places your cursor in the global search bar—no need to scroll or click. Just type what you need and hit enter.
Example: You’re on the dashboard and need to check a client record. Just press /, type the name, and you’re there. It’s that fast.
Shortcut 2: Quick Navigation with g + [Key]
Salesforce Lightning has a slick shortcut system that uses the g key plus another key to move between major sections:
- g + h = Home
- g + o = Opportunities
- g + a = Accounts
- g + c = Contacts
- g + r = Reports
- g + n = Notifications
- g + s = Setup
No more searching through tabs or drop-downs. Just remember: “g” stands for “go.”
Shortcut 3: Save Records with Ctrl + S or Cmd + S
Done editing a record? Just hit Ctrl + S (Windows) or Cmd + S (Mac) to save instantly. This is one of the most useful shortcuts, especially when you’re updating multiple fields across records.
Bonus: It works when you’re creating new records, too.
Shortcut 4: View All Shortcuts (Ctrl + / or Cmd + /)
Can’t remember a shortcut? No problem. Press Ctrl + / (or Cmd + /) to bring up the full list of available shortcuts within Salesforce Lightning. This is a great way to discover new time-saving tricks on the fly.
Shortcut 5: Open Recent Items (g + l)
Need to jump back into something you were working on? Press g + l to open your list of recent items. It’s a fast way to revisit records, reports, or dashboards without going through search again.
Real-World Scenario
Imagine you’re a sales rep working through your daily pipeline:
- You press / to find your next lead.
- Hit g + o to check opportunity status.
- Use Ctrl + S to save updates in seconds.
- Press g + r to review reports before your next call.
- Finally, use g + l to jump back into a recent deal you need to follow up on.
You’ve just navigated five tasks in under a minute—with no clicking involved. That’s the power of mastering shortcuts.
Hope you enjoyed this post! While you’re here, why not check out a few of our other pieces? We have several blog posts on HR, Cloud Technologies, Salesforce CRM, AI, Salesforce CPQ, Zoho, Bitcoin, Cybersecurity, AWS, and many other topics we just know you’ll love. Browse the topics here!
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