Fields & Sorting
Add Salesforce fields that are critical to your workflow into the view, move them where you need them, and sort as desired. Use multiple sort to take your view to the next level.
You can bring in cross-object fields (fields from other objects), and even create fields exclusive to Scratchpad. Learn more about custom Scratchpad fields here.
Row Height
Change the row height on your Pipeline Grid views to improve the UI or allow long form fields to wrap their text.
Select the Change row height icon
Choose your desired row height: Short, Medium, Tall or Extra Tall
Changes save automatically and are applied only to the current view
Naming Views
Rename your Grid or Kanban views so you can quickly differentiate between them. Select the ••• icon, then Rename view
Filtering
Basic Filtering
Use Filters to view records that fit your specific criteria. Change the Scope to view My Opportunities, All Opportunities, or My Team's Opportunities.
Navigate to Views from your Scratchpad Nav Bar
Open up a Grid or Kanban View
Select Filter from the menu bar and set your desired conditions
Filter Examples: Closed is False, Close Date is This Month, Last Activity is Last Week, Next Step is Empty, Amount greater than 100,000
Advanced Filtering
Want to add OR to your filtering or use boolean logic to narrow down the records in your view? Advanced Filters can help!
Navigate to Views from your Scratchpad Nav Bar
Open up a Grid or Kanban View
Select Filter from the menu bar and set your desired conditions
Toggle on Advanced Filters
Select ANY or ALL for your set conditions
When adding additional filters select Condition for a new rule or Group to set a new level of subsequent rules
Cross-Object Filtering
Apply filters from other objects to hone in on the records you want to see. You will see a 🔗 next to the field name to indicate that it's a cross-object field.
Highlights
Conditional Highlights
Scratchpad's Conditional Highlights make it easy to add focus to your priority opportunities, action items, or your team initiatives. Conditional Highlights add a touch of color to your Pipeline Views without losing visibility of any other details within your view.
Navigate to Views from your Scratchpad Nav Bar
Open up a Grid or Kanban View
Select Highlight from the menu bar
Click + Add Highlight and select + Add condition
Select your desired color and define a rule by adding a condition
Cells are now highlighted based on the rule you defined, you can add multiple highlights to any view
Hide a highlight by selecting the eye icon or dispose of the highlight by clicking on the trash icon
Change Highlights
Easily identify what has changed, better understand how deals have progressed, and more effectively coach your reps on their deals
Open a Pipeline Grid View
Select Highlight from the menu bar
Toggle on Changes and select your desired time frame
Any cell that was changed in Scratchpad over the selected time period will now be highlighted
Green
Green
Increase in number value
Date moved forward (earlier than last date selected)
New value chosen in picklist (new selection sits below old selection in dropdown)
Blue
Blue
Change in text
Empty cell → ≠ empty cell
Red
Red
Decrease in number value
Date moved out (later date than last selected)
New value chosen in picklist (new selection sits above old selection in dropdown)
Advanced Calculations
Navigate to Views and open a Grid View
Click Calculate at the bottom of your view to:
Count All: counts the total number of rows in the column, including blank rows
Average: computes the average of a numeric property
Sum: computes the sum of a numeric property
Grouping
Grouping within Pipeline Grid Views helps you organize your data based on what matters to you. 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 your team's opportunities by opportunity owner
Account executives - grouping opportunities by stage
Customer success - grouping support cases by status
Navigate to Pipeline and open a Grid View
Click Group from the menu bar
Select what you want to group by
To hide specific groups or edit its order, click on Edit group
To remove a group, simply click on your current grouping then Remove group
💡 As records change, we will dynamically add and remove groups in your view
Please note, to improve the performance and loading time of views, grouping will only work with views that have fewer than 2,000 records.
To manage a larger dataset effectively, consider filtering the records to a more manageable number. You can filter by criteria such as date (e.g., this month, this quarter), specific stages, or specific owners. These filters will help you create a shorter, more relevant list of records, facilitating smoother and faster performance.
Kanban Views
Kanban views present each record as a card and are organized into columns, which can be grouped in myriad ways: by Opportunity Stage, by Forecast Category, Lead Source, etc.
Each card within the column can display key pieces of information such as opportunity name, closing date, amount, etc. You can customize each card by adding additional fields from your Salesforce instance.
Navigate to Views and create a Kanban View
Name the View, and select the Salesforce Object you'd like to view data for
Choose the Group by Field you wish to use (Stage, Lead, Type, etc)
Customize columns by selecting your desired picklist options
Customize cards to select the fields you'd like to see on each card
Add Highlights and Filters, if desired
FAQ
Pipeline
In a Pipeline View, is it possible to unlock and move the default first column?
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
What triggers the “Next Meeting Scheduled” Calendar icon to show on an opportunity in Pipeline?
What triggers the “Next Meeting Scheduled” Calendar icon to show on an opportunity in Pipeline?
Google Integration is enabled in Scratchpad
There is an external participant on the Google Calendar event that is a contact in SFDC
That participant is related to an account with an active opportunity or related to an opportunity contact role.
If there are multiple open Opportunities in an Account, we’ll only display the icon for the first Opportunity listed.
Does Scratchpad inherit formatting from SFDC for number fields?
Does Scratchpad inherit formatting from SFDC for number fields?
As of today, we only add formatting like commas to currency fields
If a cell in grid view meets the criteria for two different spotlights (highlights), which color wins?
If a cell in grid view meets the criteria for two different spotlights (highlights), which color wins?
Whichever filter you have on top, wins. If you change the order, the color will change
Which field types are not supported for spotlights (highlights)?
Which field types are not supported for spotlights (highlights)?
Multipicklist, Rich Text, Address, and Integer field types are not supported as of today
Why is the field that I selected not populating in my Kanban View card?
Why is the field that I selected not populating in my Kanban View card?
If that field is null/empty, it will not show on the card in your Kanban View
Why can't I see my desired cross-object field?
Why can't I see my desired cross-object field?
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 a 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 a 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
Filters
Can I filter for a specific date range?
Can I filter for a specific date range?
Yes, you can create a sandwich with filters to accomplish this:
1. XYZ date "is on or after" [select date]
2. XYZ date "is on or before" [select date}
Why can't I find a field I'm looking to filter by?
Why can't I find a field I'm 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?
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?
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?
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"
Grouping
Can I export a grouped view?
Can I export a grouped view?
Today, you cannot export from a grouped view. You can remove the group and then export.
Can I group by cross-object fields or close date?
Can I group by cross-object fields or close date?
As of today, you cannot group by cross-object fields or close date
Why are some values missing in my grouped view?
Why are some values missing in my grouped view?
The group will not surface if there are no applicable records within them