Frequently Asked Questions
Exhaustive guide to security, authentication, shortcuts, and data operations in Salesforce SmartKit.
Does SmartKit store my Salesforce data on external servers?
No. SmartKit operates 100% locally within your Chrome browser. Your session tokens, queries, and record data are transported directly between your machine and Salesforce's official servers. Zero data is sent to third-party servers.
How does SmartKit authenticate into my Salesforce org?
SmartKit uses 0ms Session Token Extraction (`sid` cookie). When you log into Salesforce in Chrome, SmartKit securely captures the active session cookie to make authorized REST/Tooling API calls on your behalf. No passwords or OAuth keys are stored.
What happens when my Salesforce session expires?
If your Salesforce session times out due to inactivity, API requests will return 401 Unauthorized. Simply refresh your Salesforce browser tab or log back in to renew the active session.
How do I open the floating sidebar drawer on a Salesforce page?
Press ⌘ + Shift + K (Mac) or Ctrl + Shift + K (Windows), or click the pull-string widget floating on the right edge of any Salesforce screen.
How do I switch master tabs using keyboard shortcuts?
Use Level 1 Navigation: ⌘ + Shift + ← or ⌘ + Shift + → (Ctrl + Shift + ← / → on Windows) to cycle sequentially through all 9 master tabs (SmartView ↔ SmartExport ↔ SmartImport ↔ SmartSchema ↔ SmartSecurity ↔ SmartCode ↔ SmartLimits ↔ SmartMatch ↔ SmartMetadata).
How do I cycle through open record tabs or query sub-tabs?
Use Level 2 Navigation: ⌘ + Option + Shift + ← / → (Ctrl + Alt + Shift + ← / → on Windows). Active sub-tabs automatically scroll into view smoothly.
How does the Escape (Esc) key work when multiple windows or modals are open?
SmartKit uses hierarchical Esc key handling: 1st Esc press closes the active open modal overlay (e.g. Keyboard Shortcuts modal, User Menu); 2nd Esc press closes the sidebar drawer.
Why does SmartExport flatten relationship queries like SELECT Account.Name FROM Contact?
Standard Salesforce API responses return nested JSON objects for parent fields. SmartExport flattens these into clean tabular columns (e.g. Account.Name) so data can be viewed and exported to CSV/Excel cleanly without JSON formatting clutter.
Can I edit system fields like CreatedDate or Formula fields in SmartView?
No. Fields flagged as updateable: false by Salesforce's API (Formulas, System Dates, Auto-Numbers) are locked permanently in the UI to prevent API DML errors.
How do I switch between connected Salesforce org accounts?
Click your profile picture avatar in the top-right header to open the Multi-Org Account Switcher. Select any active connected org tab to switch contexts instantly in 0 milliseconds.
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