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.

Change the row height on your Pipeline Grid views to improve the UI or allow long form fields to wrap their text.

Rename your Grid or Kanban views so you can quickly differentiate between them. Select the ••• icon, then Rename view

Use Filters to view records that fit your specific criteria. Change the Scope to view My Opportunities, All Opportunities, or My Team's Opportunities.

Filter Examples: Closed is False, Close Date is This Month, Last Activity is Last Week, Next Step is Empty, Amount greater than 100,000

Want to add OR to your filtering or use boolean logic to narrow down the records in your view? Advanced Filters can help!

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.

Use the Current User variable in your filter conditions to create dynamic Views that automatically adjust based on who’s viewing them - making it easier to share relevant, personalized Views with your team.

For example, setting the condition to 'SDR is Current User' will ensure that the View only displays records where the viewer is listed as the SDR.

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.

Easily identify what has changed, better understand how deals have progressed, and more effectively coach your reps on their deals.

Rename Highlights to make them easier to understand, and more actionable for your team. Switch back to the original name if needed, and see your custom names when hovering over Highlights within a View.

Grouping within Grid Views helps you organize your data based on what matters to you. Group your records into manageable sections and do calculations, forecast, make updates in-line, or open a record to see details - all without opening a new tab!

Examples

Leaders: grouping your team's opportunities by opportunity owner

Account Executives: grouping opportunities by close date or stage

Customer Success: grouping support cases by status

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 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.