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  • Salesforce ID Paster Extension
  • Custom Site Search

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Getting Faster to Record ID

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Last updated 6 months ago

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Salesforce ID Paster Extension

Description: The Salesforce ID Paster extension for Google Chrome allows users to quickly access Salesforce records by pressing a keyboard shortcut.

Installation:

  • Open the Google Chrome Web Store.

  • Search for "Salesforce ID Paster."

  • Click "Add to Chrome."

Usage:

  • Copy the Salesforce ID of the record you want to access.

  • Press Control + Shift + Y (or Command + Shift + Y on a Mac).

  • The extension will open the Salesforce record in a new tab.

Troubleshooting:

  • If the extension is not working, make sure that you are using the latest version of Google Chrome.

  • If you are still having problems, contact the extension developer.

Custom Site Search

Description: Custom site search allows users to create a shortcut to a specific Salesforce instance in Google Chrome.

Setup:

  • Open a new tab in Google Chrome.

  • Click the three dots in the top-right corner of the browser.

  • Select "Settings."

  • Go to "Search engine" and then "Manage search engines."

  • Click "Add."

  • In the "Add a new search engine" dialog box, enter the following information:

    • Name: The name of the shortcut.

    • Keyword: The keyboard shortcut you want to use to access the shortcut.

    • URL: The URL of your Salesforce instance, followed by "/%s". For example, "https://your-instance.salesforce.com/%s".

  • Click "Add."

Usage:

  • Press the keyboard shortcut you specified in the previous step.

  • Enter the Salesforce ID of the record you want to access.

  • Press Enter.

  • The shortcut will open the Salesforce record in a new tab.

Troubleshooting:

  • If the shortcut is not working, make sure that you are using the latest version of Google Chrome.

  • If you are still having problems, contact the Salesforce administrator for your organization.