Sometimes, there are just too many clicks to get where you need to go, and the last thing you need is more stress. You’re an admin, you love your job, but a lot of people depend on you and there is a lot you need to get done and never enough time to do it. That’s why you need to have as many tools and tricks as you can in your bag, and hotkeys and extensions are little tools that make a big difference.
Things like custom settings, your admin Home Page and the custom links in your sidebar, we will review those another time. This is just about making navigating the web easier and making your browser do the work for you, reducing your clicks and the time to complete each task.
Lets start with a quick overview of the basics, your general hotkeys. The ones you use on a doc or page on a regular basis, they work in Salesforce too!
|Ctrl+F||⌘-F||Find, will search the current window, it’s not just for docs.|
|Ctrl+S||⌘-S||Save, works in setup and the developer console (and
sublime and eclipse)
Now I use Chrome, so these are Chrome Hotkeys, however, some are multi-browser friendly, so give them a try, if they don’t work, double check your hotkey in
‘Help’. I work on a Windows machine in the office, but I am a Mac girl at home, so I have listed the hotkeys for both.
|Ctrl + W||⌘-W||Closes the tab (or popup)|
|Ctrl + T||⌘-T||Opens a new tab|
|Ctrl+9||Switch to last tab you were on|
|Ctrl+Tab / Ctrl+PgDown||⌘–⌥-Right Arrow||Switch to next tab|
|Ctrl+Shift+Tab / Ctrl+PgUp||⌘-⌥-Left Arrow||Switch to prior tab|
|Ctrl+Shift+T||⌘–T||Restore the last tab you closed|
Now as snazzy as tabs and tab magic is, we wouldn’t have tabs without windows, and they too carry their own magic.
|Alt+F4 / Ctrl+Shift+W||⌘-W||Closes the window|
|Ctrl+N||⌘-N||Opens a New Window|
|Ctrl+Shift+N||⌘-Shift-N||Opens an incognito window, now I’m
just showing off
Hot Keys can be a huge help in dealing with links, whether you want the link to open from a doc, in the background, open and switch to it, oh the choices, it’s like picking out your prom dress.
|Ctrl+Shift+Link||⌘-Shift-Link||Opens link in new
tab and switches to the new tab
|Ctrl+Link||⌘-Link||Opens a link in the background,and opens links in Office files|
|Shift+Link||Shift+Link||Opens the link in a new window|
|Drag the link to an existing tab bar||Opens the link in a new tab|
|Drag a link out of the tab bar||Opens the link in a new window|
I love the Salesforce Inspector, I use it multiple times a day every single day, you can
find the field requirements, the type, API names, export data, import data, and more
LoginAs is my best friend throughout the day. I don’t like going to find a user to
login as them, even if I just search with the global search, LoginAs lets me select
the user I want to loginAs, debug, or both, from any page in SF. It’s fab.
Disable to backspace hotkey that takes you back a page when working in chrome, and stop losing your work.
You can do this in firefox without an extension. Just follow the steps below:
- Type ‘about:config’ in your address bar
- In the filter that appears, type ‘backspace’
- ‘browser.backspace_action’ will come up, with the value of 0
- Double click the value and type 2, and BAM, that’s it.
It’s an extension that gives you fabulous hotkeys in Salesforce when using chrome.
Ctrl+Shift+A gives you a new Account record, Ctrl+Alt+A takes you to the account tab, the list goes on and on. Finally a quick easy way to pull something up without developing long-term damage from endless mouse clicking.
SalesforCe Developer Suite
Your new debug buddy. With the debug log viewer, you can view the debug logs in just 2 clicks without leaving your current tab.
Maximize Salesforce Data RowS
You know how you can hit more again and again and again, rather than clicking over and over, have the max number of rows show from the beginning.
This extension helps you get to any Salesforce page quickly. Just type in what you need to do/find.
The extension autosaves your code in the background while you work on classes, triggers, pages or components without having to worry about loss of code.
Lets you open, copy or bookmark multiple links at the same time, easy simple, powerful and totally needed.
That should get you started. You don’t need every single extension, and maybe some of the hotkeys are more work than they should be, it’s your bag of admin-awesomeness, only pack the tools you find beneficial.