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  • Salesforce Navigator for Lightning
  • Overview
  • Installation
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SFDC Navigator for Lightning

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Last updated 4 months ago

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Salesforce Navigator for Lightning

Overview

Salesforce Navigator for Lightning is a Chrome extension that can help you navigate Salesforce more quickly and efficiently. It allows you to quickly access objects, fields, flows, and records directly from a search bar, without having to click through multiple menus.

Installation

To install Salesforce Navigator for Lightning, follow these steps:

  1. Open the Chrome Web Store.

  2. Search for "Salesforce Navigator for Lightning".

  3. Click on the "Add to Chrome" button.

  4. Follow the on-screen instructions to complete the installation.

Usage

Once installed, you can use Salesforce Navigator for Lightning by following these steps:

  1. Open Salesforce in your browser.

  2. Press Command+Shift+Space to open the Salesforce Navigator search bar.

  3. Type in the name of the object, field, flow, or record you want to access.

  4. Press Enter to open the selected item.

Examples

Here are some examples of how you can use Salesforce Navigator for Lightning:

  • To go to the Home page, type "Home" in the search bar and press Enter.

  • To go to the Lead Fields page, type "Lead Fields" in the search bar and press Enter.

  • To go to the Lead Test flow, type "Lead Test" in the search bar and press Enter.

  • To create a new Account record, type "New Account" in the search bar and press Enter.

  • To log in as a different user, type "Login as [username]" in the search bar and press Enter.

  • To search for a record, type "?" followed by the record name in the search bar and press Enter.

Additional Features

In addition to the basic navigation features, Salesforce Navigator for Lightning also offers several other features, such as:

  • Open in a new tab: Hold Command+Return (Mac) or Control+Enter (Windows) when selecting an item to open it in a new tab.

  • Search across multiple objects: Type multiple object names in the search bar to search across multiple objects simultaneously.

  • Filter search results: Use the filter operators AND, OR, and NOT to narrow down your search results.

Conclusion

Salesforce Navigator for Lightning is a powerful tool that can help you save time and improve your efficiency when working in Salesforce. By providing quick and easy access to objects, fields, flows, and records, Salesforce Navigator for Lightning can help you get the most out of your Salesforce experience.