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 even bring in cross-object fields - these are fields from other objects!
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 icon with 3 lines and a double-ended arrow in a Grid View
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.
Double click on the current view name or select the ••• icon then Rename view
Folders
Create folders within your Pipeline sidebar to stay organized, reduce clutter, and focus on what's most important.
To Create a Folder
Navigate to Pipeline
Hover to the right of My Views and select the + icon
Select New Folder and name your folder
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, open both folders and drag and drop the notes from one folder to the next
To Share Folders
Click on the ••• icon to the right of your folder and select Share
Choose to Share by Role or Organizationally
All contents within your folder will now be shared appropriately, users will see this folder in the "Shared With Me" section within their Pipeline sidebar
Folder Permissions
By default, items within a folder inherit the folder's share settings. When you change the share settings of a folder, all of its contents will inherit that change as well.
However, if you were to change the share setting of a child item explicitly, then it would no longer inherit share settings and further changes to the parent folder would not propagate to that child view.
You can make the child item inherit the parent folder's share setting again by clicking "Share" and "Restore".
Filtering
Basic Filtering
Use Filters to view records that fit your specific criteria, the possibilities are endless!
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!
Open your Pipeline to a Grid or Kanban View
Select Filters from the menu bar and toggle on the Advanced Filters button
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.
Spotlights (Highlights)
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 visibility of any other details within your view. Add as many as you'd like!
Open a Pipeline Grid or Kanban View
Select Highlight from the menu bar
Click + Add Highlight and select + Add custom highlight
Select your desired color and define a rule by adding a condition
Cells are now spotlighted based on the rule you defined, you can add multiple spotlights to any view
Hide a deal spotlight by selecting the eye icon or dispose of the spotlight by clicking on the trash icon
Change Spotlights
Audit Trail tracks the changes you or your team have made to any field from Scratchpad. By enabling Change Spotlights, you can easily surface fields that have been updated recently.
Open a Pipeline Grid or Kanban View
Select Highlight from the menu bar
Select Updates last 7 days and select your desired color
Cells that have been updated in the last 7 days are now spotlighted
Hide the spotlight by selecting the eye icon or dispose of the spotlight by clicking on the trash icon
Advanced Calculations
Navigate to Pipeline and open a Grid View
To calculate the number of records, click Calculate at the bottom of your view and Count All
To calculate the total value of the records, click Calculate at the bottom of your view and Sum
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:
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.
To remove a group, simply click on your current grouping then Remove Group
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, or 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 Pipeline and open a Kanban View
Choose the group by field you wish to use (Stage, Lead, Type, etc)
Select your Summarize by field (Amount, ACV, ARR, etc)
Customize columns by selecting your desired picklist options
Customize cards to select the fields you'd like to see on each card
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