Use navigation shortcuts

You can use hotkeys and keyboard shortcuts to navigate, make edits, and do other work in SalesforceIQ. As the tables below show, you can use these keys in the Grid and Stream views, within an individual Stream item, and in the Snapshot and Fields tab sections within the Stream view.

Grid


Hotkey/Shortcut Function
Arrow keys Navigate up, down, right, left
Cmd + Arrow key Move to the next cell containing data
Cmd + Shift + Arrow key Select the data between the highlighted cell and the next cell containing data
Tab Save the contents of the cell, move to the cell to the right
Shift + Tab Save the contents of the cell, move to the cell to the left
Ctrl + C Copy
Ctrl + V Paste
Ctrl + Z Undo
Ctrl + Shift + Z Redo
Enter Open the cell, close the cell, move to the next row
Space bar Acts like clicking: When a List object is selected in the Grid, opens the Stream; when a Grid cell is selected, allows you to edit the cell
Delete/Backspace Remove data from selected cell or cells
Cmd + Click Click the field header to highlight an entire field; you can select multiple fields that aren’t next to each other
Shift + Click To highlight multiple fields in a row, click the leftmost field header, select Shift, and click the rightmost field; this selects all fields in between
Escape Close the cell without saving the contancts

Stream


Hotkey/Shortcut Function
Tab/Right arrow key Move to the section to the right (Snapshot > Stream pane > each sidebar tab)

Shift + Tab/
Left arrow key

Move to the section to the left (each sidebar tab > Stream pane > Snapshot)
Up and down arrow keys Move to the previous/next item
C Open the comment box
Shift + C Close the comment box
Esc When the comment box is open, move the focus to the stream pane
L Open the log event form
Shift + L Close the log event form
F Open the filter form
Shift + F Close the filter form

Single Stream item


Hotkey/Shortcut Function
E Enter edit mode for a manual event or comment that is yours
D Delete the event for a manual event or comment that is yours
Enter Toggle the display of an email body if on an email you have access to
R Reply to an email that is yours
Shift + R Reply-all to an email that is yours
A Request access to an event that is not shared with you
S Share the event
U Unshare the event

Snapshot

Hotkey/Shortcut Function
Tab/Right arrow key Move to the section to the right (Snapshot > Stream pane > each sidebar tab)
Shift + Tab/
Left arrow key
Move to the section to the left (each sidebar tab > Stream pane > Snapshot)
Up and down arrow keys Move to previous/next item
C Open the comment box
Shift + C Close the comment box
Esc When the comment box is open, move the focus to the stream pane
L Open the log event form
Shift + L Close the log event form
F Open the filter form
Shift + F Close the filter form

Fields tab

Hotkey/Shortcut Function
Tab/Right arrow key Move to the section to the right (Snapshot > Stream pane > each sidebar tab)
Shift + Tab/
Left arrow key
Move to the section to the left (each sidebar tab > Stream pane > Snapshot)
Up or down arrow keys When all fields editors are closed, move to the previous/next field item
Tab/Shift + Tab When a field editor is open, move to the next/previous field item and open that field editor
Enter

When a field item is highlighted, open that item's editor

When on the field describing what the List is tracking (deal, opportunity, etc.), open the edit List object form

When on the auto-sharing field item, toggle the auto-sharing switch

Esc Close any open field editor, keeping the focus on that field item

1 2 3 4 5