The utility bar and keyboard shortcuts
The seven items in the bar at the bottom of the screen, personal and org-wide settings, keyboard shortcuts and the command palette.
What is the utility bar?#
The utility bar is the thin strip that always sits at the bottom of the screen. Whatever page you are on, it gives you your everyday tools: clicking an item opens a small panel above it without leaving the page. Buttons in the panel header let you enlarge or close it.
Eight items#
| Item | What it does |
|---|---|
| Chat | A summary of your latest conversations; clicking a row opens that channel in the chat window |
| My Tasks | Today / Overdue / This Week tabs, complete from the row, "+1" to snooze to tomorrow, and quick task entry |
| Notes | Personal quick notes, with search and delete |
| Quick Create | Task, Event, Lead, Contact, Account, Case, Opportunity, with your three most recent types on top |
| Recent Records | The records you looked at last |
| Favorites | The records you starred; you can unstar them here too |
| Calendar | Today's entries, ordered by time |
At the right end of the strip you also get a Help link and a save-status indicator: Online, Saving, Could not save, or Offline. Chat, My Tasks and Calendar show a small count when something is waiting.
Notes and linking to a record#
If you take a note while a record page is open, the panel offers Link to this record. Tick it and the note is attached to that record, with a link underneath that takes you back in one click. Record pages also carry a My Notes card; whether it appears is managed under Setup > Record Page Layout.
Making the bar your own#
- You can reorder items by dragging and dropping them.
- The pencil button on the right opens Edit Utility Bar: change the order and hide items you never use. This preference affects only your own view.
Which items are on org-wide?#
Admins decide which items appear across the org from the Utility Bar Items card under Setup > App Manager. Users can narrow their own view within that frame, never beyond it.
Keyboard shortcuts#
To see the full list inside the app, click Shortcuts in the utility bar or press ? on any page; the same panel opens and Esc closes it.
| Shortcut | What it does |
|---|---|
| ? | Opens or closes the Shortcuts panel |
| G then T | My Tasks |
| G then N | Notes |
| G then R | Recent Records |
| G then F | Favorites |
| G then K | Calendar |
| G then S | Chat |
| Escape | Closes the open panel or window |
| E | Opens edit mode on the record page you are viewing |
| Command + K / Ctrl + K | Opens the command palette |
Shortcuts never fire while you are typing in a field, so a panel will not pop open mid-sentence. Letter shortcuts are pressed in sequence: G first, then the second letter right after.
The command palette#
Command + K (Ctrl + K on Windows) opens a single search box. From there you can:
- search records (two or three letters are usually enough),
- switch to an app,
- create a new record,
- and, if you are an admin, find a Setup section by name and open it directly (for example "flows", "profiles", "security").
Navigate with the up and down arrows, open with Enter, close with Escape.
Getting around Setup#
- Quick find: the box above the left menu filters section names in both Turkish and English; Enter opens the first result.
- Collapsible menu: the arrow button shrinks the left menu into a thin icon strip and expands it again. Group headings fold too, and your choice is remembered.
- Breadcrumb: above the content you always see Setup > Group > Section.
- Deep links: every Setup section has its own address (such as
#/setup/flows); bookmark it or send it to a teammate.
Following: the records you follow#
The Following item (next to Favorites, shortcut G then W) lists the records where you pressed Follow on the record page: object icon, record name, object type and the follow date. Click a row to open the record; the ✕ on the row unfollows without opening it. If someone else posted on a followed record since you last opened the panel, the item lights up blue with a count, and each row shows the number of new posts. The same list lives on your profile page as the Records I Follow card.
Quick Create: aware of the open app#
The Quick Create item, the ＋ at the top right and the "New ..." rows in the command palette share one registry. The list follows the open app: your recently used items first, then that app's records (Case / Hearing / Power of Attorney in Legal360, Patient / Appointment / Payment in Clinic360, and so on) plus the custom objects attached to the app, and on a record page a For this record group with a linked task and event. Type in the box to filter, use ↑↓ and Enter to pick.