Want to learn how to customize your Pipeline Grid and Kanban Views?
Well, you're in the right place!
👉 Filtering
Fields & Sorting
Add Salesforce fields that are critical to your workflow into the view, move them where you need them, and sort them as desired! 🎉 You can even bring in cross-object fields!
🪄 Suggestion: To combine Account and Opportunity info, start in your opportunity pipeline. To combine Account and Contact info, start in your Contact pipeline.
🚨 You are able to view cross-object fields that have a one-to-one relationship with the object you are in.
One-to-one:- In one-to-one relationship, an object is only connected with one other object. It is a fundamental relationship between two objects
Example: every opportunity has ONE account it is related to, creating a 1:1 relationship.
One-to-many:- In one-to-many relationship one object is connected with many objects.
Example: an account can have MANY opportunities, so this would be a one-to-many relationship
❓ In a Pipeline View, is it possible to unlock and move the default first column?
→ Not as of today, the left-most column is locked and all others are able to be moved.
❓ Do hyperlinks within text fields work in Scratchpad?
→ As of today, hyperlinks within text fields are not supported in Scratchpad.
❓ Why is the "Next Meeting Scheduled" Calendar Icon only populating next to certain Opportunities?
→ The calendar icon will automatically appear next to an Opportunity if you have a Google Calendar event with an invitee whose email matches the Contact Role assigned the Opportunity. Keep in mind, Scratchpad syncs with your calendar at the top of the hour.
Row Height
Change the row height on your Pipeline Grid views to improve the UI or allow long form fields to wrap their text.
Open the Pipeline Grid view and select the view you'd like to update
Select the icon from the menu that is 3 lines with arrows pointing up and down
Choose what height you'd like from the drop-down menu
Options include - Short, Medium, Tall and Extra Tall
Changes save automatically and are applied only to the current view.
Naming Views
Don't forget to rename your Grid or Kanban views so you can quickly differentiate between them! ⬇️
Folders
You can create folders for Scratchpad Pipeline Views to stay organized, reduce clutter, and focus on what's most important moment to moment.
To Create a Folder:
Open the Pipeline tab of your Scratchpad Workspace in the top left-hand corner of your screen
Hover over the Header "My Views" and you'll see a plus button appear to the right
Select "New Folder" from this menu and give your new folder a title
To Manage Your Folders:
Click on the toggle triangle to the left of the Folder to open and close the folder.
If you want to move views from one folder to another simply OPEN BOTH folders and drag and drop the notes from one folder to the next.
Basic Filtering:
Use Filters to view records that fit your specific criteria, you can really get creative here!
Examples: [Close Date] [is] [This Month], [Opportunity Owner] [is] [xx], [Last Activity] [is before] [Today], [Created Date] [is on or after] [Number of Days ago] [xx], etc.
❓ Can I edit the "Last 90 days" filter?
→ You can customize the date range by scrolling down to the bottom of the preset options to "Number of days ago" and then entering in your desired number. Let's say you want to see what opps/accounts were created within the last 30 days (so this includes 30 days ago AND anything up until present day), use the "is on or after", "number of days ago" filters and enter the number of days that concerns you.
❓Can I filter for a specific date range?
→ Of course! You can create a sandwich with filters.
1. XYZ date "is on or after" [select date]
2. XYZ date "is on or before" [select date}
❓ But I am not the record owner. Can I still surface the records I want?
→ Of course! Check out this article to dive into customizing these filters.
❓ Can't find a field you're looking to filter by?
→ It's possible that the Field you are wanting to filter on is a Long Text or Text Area Field. This field type is not currently supported by Filters in Scratchpad due to a Salesforce limitation, but you can spotlight the field as a workaround!
❓ Can Scratchpad filter Amount/Currency Fields on converted currency amount, or just the display amount?
→ Today, Scratchpad only Filters on the numeric value entered into the Amount field, not the converted amount. As a result, opps matching the numeric value in the filter will be included, regardless of currency.
❓ What determines the "My Team" scope?
→ This is based on your SFDC Hierarchy and assigned Roles. Here's a Salesforce Article that may help to adjust your Roles if they are not populating correctly.
❓ How can I filter for deactivated or inactive users?
→ You can add a cross-object filter from Opportunity Owner for "Active is false" and surface all deactivated users. If you want to narrow down the list to a specific person, you can add a a filter for Opportunity Owner "Last Name is xx".
❓ Is there a limit to the number of filters I can add to a view?
→ There is no limit!
Advanced Filtering
Do you need add "or" to your filtering? Boolean logic? We all know that surfacing the records you desire can be a little complicated. Don't worry, with Advanced Filtering, you can hone in on just the records you care about.
To use advanced filtering:
Open your Pipeline to a Grid or Kanban View you'd like to update
Select Filters in the menu toolbar and toggle on the Advanced Filters button in the top right-hand corner
Select for ANY or ALL of the following conditions.
When adding additional filters select CONDITION for a new rule or GROUP to set a new level of subsequent rules
Continue to add groups and conditions as needed.
Cross-Object Filtering
Applying cross-object filtering within your Scratchpad Pipeline Views has never been easier. Apply filters from other objects to hone in on exactly the records you want to see.
👀 Look for the [ > ] next to the field names. After you select the cross-object field, you will see the 🔗 icon.
🪄Suggestion: Filter by account information in your opportunity pipeline. Filter by account information in your contact pipeline.
🚨 You are only able to filter on cross-object fields that have a one-to-one relationship with the object you are in.
One-to-one:- In one-to-one relationship, an object is only able to be connected with one other object. It is a fundamental relationship between two objects.
Example: every opportunity has ONE account it is related to, creating a 1:1 relationship.
One-to-many:- In one-to-many relationship one object is able to be connected with many objects.
Example: an account can have MANY opportunities, so this would be a one-to-many relationship.
Deal Spotlights
Scratchpad's Deal Spotlighting makes it easy to add focus to your priority opportunities or your team initiatives. Deal spotlighting adds a touch of color to your Pipeline Views without losing any visibility of any details within your view!
To add Deal Spotlights:
Open a Pipeline Grid or Kanban View
Click on Highlighting at the top of your View
Select + Add Highlight and select + Add custom highlight
Define a rule:
From the first drop-down select the field you want to define the rule for
From the second drop-down select the logic for your rule
From the third drop-down enter or select the value for your rule
Cells are now spotlighted based on the rule you defined and you can add multiple spotlights to any view.
🪄 PRO TIP: You can also hide a deal spotlight by selecting the eye icon or dispose of the spotlight by clicking on the trash icon
❓If a cell in Grid View meets the criteria for two different spotlights, which color wins?
→ Whichever filter you have on top, wins. If you change the order, the color will change.
🚨 Deal spotlighting is available on paid Scratchpad licenses. Learn more here.
Change Spotlights
Audit Trail tracks the changes you or your team have made to any field from Scratchpad. The spotlight feature in the pipeline spotlights the fields that have been changed in Scratchpad in the last seven days. The History tab within the expanded view of any record, shows your change history for that specific record.
Click on HIGHLIGHT button (along the top of your view)
Select UPDATES LAST 7 DAYS
You may change the color of the spotlight by clicking the colored circle and selecting a new color option.
🚨 Audit trail is available on paid Scratchpad licenses. Learn more here.
Advanced Calculations:
Open your Pipeline Grid View and Opportunities
To calculate the number of opportunities, click Calculate at the bottom of your view and Count All
To calculate the total value of your opportunities, click Calculate at the bottom of your view and Sum
Benefits:
✅ Always know the value of your pipeline & when you need to prospect for more opportunities
✅ Be prepared for 1:1's with leadership!
Grouping:
Grouping within Pipeline Grid Views helps you organize your deals based on what matters to you.
Salesforce reports allow grouping, but reports are not in-line editable and records open in a new tab. This makes updating Salesforce from within the report difficult. With Scratchpad, you can Group your Pipeline into manageable sections and do calculations, make updates in-line, or open a record to see details, all without opening a new tab!
Examples:
Managers/team leads - grouping a team's opportunities by opportunity owner
Account executives - grouping opportunities by stage
Customer success - grouping support cases by status
To Group your Pipeline:
Open your Pipeline Grid View
Click on Group
Select what you want to group by:
For Reference fields (like Record Owner, Assigned BDR, etc) you will be asked to choose who you want to group by.
For Picklist fields (like stage, forecast category, etc), your view will be grouped by each picklist values automatically.
🔥 You can also leverage Advanced Calculations for each group!
🚨 Today, you cannot export from a grouped view so it is suggested that you duplicate your current view, remove group, then export.
❓ Can I Group by cross-object fields?
→ As of today, you cannot Group by cross-object fields
❓ Can I Group by close date?
→ As of today, you cannot Group by dates.
❓ Why are some values missing in my Grouped View?
→The Group will not surface if there are no applicable records within them.
To Ungroup your Pipeline:
Open desired Pipeline View
Click on your Current Grouping and then REMOVE GROUP
Kanban Views:
Kanban view presents each record as a card, and is organized into columns, which can be grouped in myriad ways: by Opportunity Stage, by Forecast Category, or Lead Source, etc. Each "card" within the column, displays key pieces of information such as opportunity name, closing date, amount, probability. You can customize each card by adding additional fields from your Salesforce instance.
Clicking the '+' icon next to 'My Views' on the left menu in pipeline
Select 'Kanban view'
Choose the 'group by' field you wish to use (stage, lead, type, etc)
Choose your "Summarize by" field (Amount, ACV, ARR, etc)
From there, customize your columns (click 'customize columns'):
Do this by checking (or unchecking) the options that surface in the picklist
Then, customize your cards (click 'customize cards'):
Do this by checking (or unchecking) the fields that surface in the picklist
Ensure you are seeing the records you want to see by clicking FILTER and creating the conditions/parameters desired. Leverage Advanced Filtering (and/or logic) and Cross-Object Filtering as well.
Add any deal spotlighting or change spotlights you want!
❓ Why is the Field that I selected not populating in my Kanban View?
→ If that field is null/empty, it will not show on the card in your Kanban View.
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