Setup & Support
Sign up, schedule a 1:1, customize Scratchpad to your liking, and manage integrations
9 articles
Purchasing & Managing Scratchpad
View current plans, upgrade, manage seats, and members
4 articles
Pipeline Management
Create views to update next steps, any field, or any object in Salesforce
14 articles
Scratchpad Command
The fastest way to access and update Salesforce, from anywhere on the web
3 articles
Hygiene Monitoring System
Monitor CRM hygiene, process adoption, and compliance with AI-powered insights
2 articles
Call Recording & AI Agents
AI-powered automation to record, analyze, and update Salesforce - less admin, more selling
3 articles
Scratchpad Notes
The easiest way to create, update, share, and sync your sales notes with Salesforce
6 articles
Automations & Enablement
No-code automations for instant Salesforce updates and visibility
3 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
11 articles