thermondo
FeatureUnder ReviewPM Priority: 6.5

Keyboard shortcuts for common Salesforce actions

11 requests55 upvotes1 commentsUpdated Feb 12
AI Summary

Sales Agents want keyboard shortcuts for the most frequent actions in the new Salesforce platform: creating a new opportunity, jumping to search, opening the next lead, marking a call as complete, etc. The legacy Manfred system had shortcuts that agents were very productive with.


Key Patterns:

  • Agents process 15-30 leads per day — every second counts
  • Manfred had Ctrl+N (new), Ctrl+S (save), Ctrl+Enter (submit)
  • Salesforce Lightning has limited native shortcut support
  • Can be implemented via a browser extension or custom Lightning component

    • Proposed Next Steps:

  • Survey top 20 agents for most-wanted shortcuts
  • Evaluate implementation options (Lightning component vs. browser extension)
  • Implement top 10 shortcuts for go-live
    • Linked Requests (1)
    Where are the keyboard shortcuts?90% match

    In Manfred I could do everything with Ctrl+N, Ctrl+S, Ctrl+Enter. The new platform doesn't have any shortcuts. This slows me down significantly when processing leads.

    M
    Marco Schmidt·Sales·Jan 28
    Comments (1)
    T
    Tobias WeberFeb 12

    Without shortcuts, the new platform feels slower than Manfred. I know it's technically faster, but the extra clicks add up over 30 leads a day.

    AI Priority Score6.5
    Demand
    8.0
    Impact
    6.5
    Strategic
    7.5
    Urgency
    7.0
    Effort
    6.0
    6.5
    Status
    Effort estimate: M
    Tags
    uxproductivityadoption
    Affected Areas
    Salesforce Platform
    External Links

    No links yet

    Internal PM Notes

    Important for adoption. Agents are used to Manfred shortcuts.