Sign Up for Scratchpad
Self-Serve: Purchasing Scratchpad In-Product
Scratchpad Command (CMD/CTRL+J)
Expanded View and Tiles
Customize your Scratchpad Views
Customize your Scratchpad Experience
Automations - Automated CRM Alerts
Manage Shared Views and Tiles
Update Salesforce Fields Directly From Your Notes
Zero Boards - Inbox Zero for CRM
Setup & Support
Sign up, schedule a 1:1, customize Scratchpad to your liking, and manage integrations
6 articles
Purchasing & Managing Scratchpad
Upgrade your plan, manage paid seats, and manage members
3 articles
Pipeline Management
Create Views to update next steps, any field, or any object in Salesforce
17 articles
Scratchpad Command
The fastest way to access and update Salesforce, from anywhere on the web
3 articles
Scratchpad Notes
The easiest way to create, update, share, and sync your sales notes with Salesforce
7 articles
Automations & Enablement
No-code automations for instant Salesforce updates and visibility
3 articles
Use Case Collection
Explore impactful workflows to understand the art of what's possible
36 articles
Call Recording & AI Assistant
Record calls, use AI to automate manual data capture and coaching
2 articles
Logging Activity (Calls, Events, Tasks)
Effortlessly log Salesforce activities like calls, events, and tasks
5 articles
FAQ
Find answers to the most frequently asked questions
12 articles