Keyboard shortcuts give you an alternate way to do common tasks instead of using your mouse or tapping with your finger. They help in seamless navigation of the interface. The following keyboard shortcuts apply across apps.
Note
The keyboard shortcuts described here refer to the United States keyboard layout. Keys on other keyboard layouts might not correspond exactly to the keys on a US keyboard.
Global shortcuts
Type
Shortcut key
Description
General
F2
Activates the flyouts including toast notifcations.
Landmark
Ctrl+F6
Navigates you through the landmarks of a page in clockwise order. Remembers the last selected item in each landmark and will navigate to that last item.
Landmark
Ctrl+F6+Shift
Navigates you through the landmarks of a page in counter clockwise order. Remembers the last selected item in each landmark and will navigate to that last item.
General
Ctrl+[ or Ctrl+Shift+[
Set the focus on first focusable element of the main page
Form shortcuts
Task
Unified Interface
Complete the command for the active option or button
Enter
Cancel a command, or close a selected list or dialog box
Esc
Save
Ctrl+S
Save and Close
N/A
Cancel edits and close (Close)
Esc
Delete the row (when forms are in edit mode)
N/A
Save and then open a new form (Save and New) (when forms are in edit mode)
N/A
Open the lookup menu with the most recently used items in alphabetical order
Down arrow
Open a lookup drop-down list
Enter
Close a lookup drop-down list
Esc
Open a row found in lookup with forms in edit mode
Enter
View more information when focus is on a lookup row item with a chevron
Right arrow (→) key
Close the more information when focus is on a lookup item with a chevron
Left (←) arrow key
Add an article to an email
N/A
Apply an email template (when editing an email message)
N/A
Form navigation shortcuts
Task
Unified Interface
Move to the next option, option group, or column
Tab
Move to the previous option, option group, or column
Shift+Tab
Move between options in an open list, or between options in a group of options
Arrow keys
Go to the Command Bar
N/A
Go to the landmark section of a page
Ctrl+HOME
Email
The following table outlines a list of accessibility shortcuts available when using email. You can access this list while composing email by pressing Alt+0.
Type
Shortcut key
Description
General
Alt+F11
Toggle full-screen view.
Tab navigation
Alt+Ctrl+0
Go to the editor toolbar.
Tab navigation
Alt+1
Go to the rich-text editor.
Tab navigation
Alt+2
Go to the HTML editor.
Tab navigation
Alt+3
Go to the preview view.
General editor commands
Alt+F10
Navigate to the editor toolbar. Move to the next and previous toolbar group with Tab and Shift+Tab. Move to the next and previous toolbar button with Right Arrow or Left Arrow. Press Space or Enter to activate the toolbar button.
General editor commands
Alt+-
Expand/collapse the toolbar.
General editor commands
See description.
Editor dialog: Inside a dialog, press Tab to navigate to the next dialog element, press Shift+Tab to move to the previous dialog element, press Enter to submit the dialog, press ESC to cancel the dialog. When a dialog has multiple tabs, the tab list can be reached either with Alt+F10 or with Tab, following the dialog tabbing order. With a tab list focused, move to the next and previous tab with Right and Left Arrow, respectively.
General editor commands
See description.
Editor list box: Inside a list box, move to next list item with Tab or Down Arrow. Move to previous list item with Shift+Tab or Up Arrow. Press Space or Enter to select the list option. Press ESC to close the list box.
Base commands
Ctrl+Z
Undo command.
Base commands
Shift+Ctrl+Z
Redo command.
Base commands
Ctrl+B
Bold command.
Base commands
Ctrl+I
Italic command.
Base commands
Ctrl+U
Underline command.
Base commands
Alt+0
Accessibility help.
Base commands
Esc
Cancel operation.
Editable grids (views)
If your administrator has enabled editable grids (views), you can edit data directly in a grid (view). The following table lists the keyboard shortcuts:
Task
Unified Interface
When the focus is on a column header, sort by column
Spacebar to drop down list and then down arrow to select an action, followed by Enter
When the focus is on a column header, open filter dialog
Spacebar to drop down list and then down arrow to select the Filter by option, followed by Enter
When the focus is on the cells, move to the next column
Right arrow (→) key
When the focus is on the cells, move to the previous column
Left arrow (←) key
When the focus is on the column header, move to the next column header
Tab
When the focus is on the column header, move to the previous column header
Shift+Tab
Move to the cell above
Up arrow (↑) key
Move to the cell below
Down arrow (↓) key Or Enter, when cell is not in edit mode
Go to edit mode for Text, Number, and Simple columns when the focus is on a column
Type the value directly to overwrite the existing value Or Spacebar to continue modifying the existing value Or F2 to select the existing value
Go to edit mode for Date and Time columns
Type the value directly Or F4 or Alt+↓ to display the date/time picker
Go to edit mode for drop-down (Lookup, Option Set) columns
Spacebar to open the list
Go to edit mode for Two Options columns
Spacebar to switch between the two options Or F4 Or Alt+↓ to open the list
Move between entries in an open drop-down list
Up/Down (↑/↓) Arrow keys
Select an option in an open drop-down list
Enter
Close an open drop-down list
Esc
Cancel your edits
Esc
Navigate to and open the lookup row
Enter when the focus is on (→) icon
Move to the next page (if any)
Page down key
Move to the previous page (if any)
Page up key
Move to the column header when the focus is in the grid
Shift+Tab
Move to the Save button when the focus is on the column header (if any unsaved data)
Tab
Move to the Refresh button when the focus is on the column header
Tab
Interactive dashboard shortcuts
Interactive dashboards enable new functionality, such as filtering, sorting, and quick actions.
Task
Unified Interface
Activate a dashboard element (simulate left-click)
Enter Or Spacebar
Move to the next element
Tab
Move to the previous element
Shift+Tab
Move to the next item within a dashboard element
Down (↓) arrow key
Move to the previous item within a dashboard element
Up (↑) arrow key
Close a menu
Escape
Select a check box or radio button
Spacebar
Modify the date range filter
Ctrl+Alt+D
Show the visual filter pane
Ctrl+Alt+V
Move to the global command bar
Ctrl+Alt+A
Global filter shortcuts
Task
Unified Interface
Open a menu
Enter Or Spacebar Or Down (↓) arrow key
Activate a button
Enter Or Spacebar
Move to the next element
Tab
Move to the previous element
Shift+Tab
Open a tree view control
Right (→) arrow key
Close a tree view control
Left (←) arrow key
Move to the next tree view node
Up (↑) arrow key
Move to the previous tree view node
Down (↓) arrow key
Move to the first tree view node
Home
Move to the last tree view node
End
Perform the default action for the tree view node
Enter
Remove a filter
Delete
Dashboard stream control shortcuts
Task
Unified Interface
Move to the first command on the active dashboard stream's command bar
Ctrl+Alt+Q
Move to the next element
Tab
Move to the previous element
Shift+Tab
Activate a button
Enter Or Spacebar
Activate the Sort by column button and open flyout
Enter Or Spacebar Or Down (↓) arrow key
Move to the next item
Down (↓) arrow key
Move to the previous item
Up (↑) arrow key
Move to the first item
Home
Move to the last item
End
Move to the next stream
Ctrl+F6
Move to the previous stream
Ctrl+Shift+F6
Close a menu
Escape
Change the state of a check box
Spacebar
Common controls
Chart shortcuts
Task
Unified Interface
Move to the first element in a chart
Tab
Move to the next data point
Right (→) arrow key OR Down (↓) arrow key
Move to the previous data point
Left (←) arrow key OR Up (↑) arrow key
Move to the See More button in a Tag chart
Tab
Move back from the See More button to the tags in a Tag chart
Shift+Tab
Filter the dashboard when the focus is on a data point in an interactive dashboard
Enter Or Spacebar
Date-Time control shortcuts
Task
Unified Interface
Open the date picker flyout
Enter Or Spacebar Or Down (↓) arrow key
Activate the option and close the flyout
Enter Or Spacebar
Move to the next item
Down (↓) arrow key
Move to the previous item
Up (↑) arrow key
Move to the first item
Home
Move to the last item
End
Close the date picker flyout
Escape
Move to the next element
Tab
Move to the previous element
Shift+Tab
Select the calendar
Enter Or Spacebar
Activate a button
Enter Or Spacebar
Search results shortcuts
Task
Unified Interface
Move to the next search result
Up (↑) arrow key
Move to the previous search result
Down (↓) arrow key
Move to the list of available views
Right (→) arrow key
Move from the list of available views to search results
Left (←) arrow key
Navigate between buttons
Tab
Navigating submenus
If you use a screen reader, follow these steps to access any of the submenus that are displayed when you hover the mouse over a navigation link.
Navigate between the menu options using standard link navigation.
Activate the link by selecting Enter or the space key as you usually would. A list of submenus will be displayed.
To access these submenu options, use the assistive technology (AT) shortcut key to navigate to the next button. For example, if you use the NVDA screen reader, you would use the “b” shortcut key (NVDA+b). To navigate through all the options, select the key repeatedly.
Important
Several areas in the user interface (UI) have auto-collapse built in for menus. This includes the Navigation Bar and Form Navigation. Both expand when selected, but after 30 seconds of inactivity, the items collapse.
Navigating through stages of a process
If you’re in a row—for example, a lead—this section shows you the keyboard shortcuts to navigate through the different stages in the sales process to qualify the lead, and how to make selections in those stages. For example, if you want to move easily from the Qualify stage through to the Close stage, try these keyboard actions:
After you select a stage, get to the columns by selecting the Down (↓) arrow.
If a stage is collapsed, select Enter to expand it.
Note
The process name is an icon at the bottom of the page, not the top.
Keyboard shortcuts in Windows: If you are using the Windows operating system, select the following link and choose the version number from the drop-down list. You can view all the shortcuts that are applicable to a Windows environment. See Windows keyboard shortcuts.
Keyboard shortcuts in Mac: If you are using a Mac operating system, select the following link to view all the shortcuts that are applicable to a Mac environment. See Mac keyboard shortcuts.