A Scratchpad Tile is a short cut to a specific set of Salesforce fields that can be accessed from Scratchpad Quickviews and Notes. Below is a short video that shares use cases for Tiles in Scratchpad.

Tile Use Cases

  • You have required fields that need to be completed before moving an opportunity or lead to the next stage

  • You want a shortcut to creating a Salesforce object 

  • You want a shortcut to logging an activity or creating a task

  • You would like to view a related list such as activity history or contact roles

Create your own tiles by clicking the + on the expanded view of a record.

Want access to advanced tiles to create a new object (ie adding a task, contact, or opportunity), let us know and we'll create the tile for you.

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