⚙️ Settings Guide

What It Does

The Settings tab is command central for all TrackForcePro configuration. Customize appearance (light/dark/system theme), define keyboard shortcuts for page and workspace actions, manage per-org inline edit permissions, show/hide sidebar shortcuts, position floating buttons (sidebar, Show All Data, Command Palette), and manage saved orgs. All changes flow through a centralized Save & Apply button that broadcasts settings to all connected Salesforce tabs in real time.

How to Access

Open the TrackForcePro workspace popup and click the Settings tab (⚙️ icon) in the main tab bar. Settings are organized into collapsible sections for easy navigation. Make your changes, then click Save & Apply at the bottom to persist and broadcast them.

Appearance Settings

Control TrackForcePro's visual theme across all surfaces (popup, sidebar, in-page overlays):

• Light Mode — Bright backgrounds with dark text. Best for bright environments and daytime work.
• Dark Mode — Dark backgrounds with light text. Reduces eye strain in dim environments and nighttime work.
• System — Automatically match your operating system's theme preference (Windows, macOS, or Linux).

Where It Applies: Popup UI, sidebar on Salesforce pages, Show All Data panel, LWC Explorer, Command Palette, and all in-page overlays.

Keyboard Shortcuts

Assign global keyboard shortcuts for quick access to TrackForcePro features from Salesforce pages and the extension popup. Click any action's button to record a custom shortcut:

Configurable Actions

How to Set a Shortcut

1. Click the Record Shortcut button next to any action
2. A modal appears prompting you to press a key combination
3. Press your desired keys (e.g., Ctrl+Shift+D, Cmd+Option+F, etc.)
4. The shortcut is recorded and displayed next to the action
5. Click Save & Apply to persist

Resetting Shortcuts

Click the Reset button next to any shortcut to clear it and return to the default (if one exists).

General Settings

TrackForcePro is privacy-first. All data stays in your browser — no external servers, no accounts, no sign-ups, no telemetry.

Sidebar Settings

Control which quick-access shortcuts appear in the TrackForcePro sidebar on Salesforce pages:

Visible Shortcuts

The sidebar displays a list of toggles for each available shortcut category (Records, Audit Trail, SOQL, etc.). Toggle each one on/off to show or hide it in the sidebar. Toggled-off shortcuts don't clutter your sidebar but are still accessible from the Command Palette.

Width & Position

• Sidebar Position — Choose Right (default) or Left side of Salesforce pages
• Sidebar Width — Drag the resize handle in the sidebar to adjust width (500px to 900px)

Button Position Settings

Each floating button (Command Palette trigger and Show All Data button) has its own independent position setting. Choose where they appear on Salesforce pages:

Available Positions

• Right — Floating button on the right edge of the page (default)
• Left — Floating button on the left edge of the page
• Bottom — Horizontal tab bar anchored to the bottom of the page

Independent Control

Show All Data button and Command Palette trigger each have their own position dropdown. Configure them independently. For example: sidebar on right, Show All Data button on bottom, Command Palette trigger on left.

Inline Edit Permissions

Control which orgs allow inline field editing in the Records tab's All Fields table and Show All Data panel. This is a per-org security control to prevent accidental edits in sensitive environments (like production).

Managing Inline Edit per Org

1. Open the Inline Edit Permissions section in Settings
2. A table shows all known orgs with their inline edit status
3. Toggle Allow Editing on/off for each org
4. When disabled, field inline editing is blocked with a "disabled" notification

Default Behavior

• New Orgs: Default to ENABLED. You must explicitly disable them if needed.
• Production Orgs: Consider disabling inline edit for production to prevent accidental field updates.
• Sandbox Orgs: Keep enabled for safe testing and prototyping.

Org Management

View and manage all orgs you've connected to TrackForcePro. The org list shows:

• Org Name — Your organization's name
• Instance — Salesforce instance (NA, EU, AP, etc.)
• Environment — Production or Sandbox indicator
• Allow Editing — Toggle for inline edit permissions (see Inline Edit Permissions section above)
• Delete — Remove an org from your saved list

Save & Apply Button

The Save & Apply button at the bottom of Settings orchestrates all your changes:

What It Does

1. Saves all settings to local storage (persisted across browser sessions)
2. Re-applies appearance settings (theme) across all TrackForcePro surfaces
3. Broadcasts to Salesforce tabs via a TFP_SETTINGS_CHANGED message
4. Triggers per-tab refresh for sidebar, buttons, and overlays to reflect new settings

When to Use It

Click Save & Apply after making any changes to ensure they persist and take effect across all open Salesforce tabs. You don't need to close and reopen tabs — the changes apply immediately.

Tips & Workflow

• Disable inline edit in production — Make it a habit to disable inline edit for production orgs to prevent accidental data changes.
• Customize keyboard shortcuts for your workflow — If you use Show All Data frequently, assign a shortcut like Ctrl+Shift+A for quick access.
• Match sidebar and button positions to your preference — Some admins prefer sidebar on left, others on right. Same with floating buttons. Customize once, work efficiently forever.
• Use system theme for automatic day/night switching — Set theme to "System" and your OS takes care of switching between light and dark automatically.
• Review shortcut assignments periodically — If you're using TrackForcePro with multiple team members, document your shortcut assignments so everyone uses the same keys.
• Always click Save & Apply after edits — Don't assume settings save automatically. The Save & Apply button ensures persistence and broadcast.