With hundreds of tasks, opportunities, and fields to manage - making updates in Salesforce slows you down, creates more admin burden, and keeps you from revenue generating activities.
Scratchpad Views are hands down the fastest and easiest way to update next steps, any field, or any object in Salesforce. No more switching between tabs, waiting for pages to load, or having to remember to click save.
Types of Scratchpad Views
Grid View
An in-line editable view to make managing your Salesforce data a breeze. Customize the view to your liking (with Fields, Filters, Highlights, and more) and surface the data that's most relevant to you, learn more here.
Pro-Tip: Build a view for This Quarter's Opportunities, Accounts in your territory for prospecting, or Contacts and Leads you are nurturing. The possibilities are endless!
Kanban View
A high-level view to manage your records in a board layout.
Creating Scratchpad Views
Create a New View from Scratch
Select Views from your Navigation Bar
Open the sidebar using the icon in the top-left
Click the + to the right of Views
Select New grid or New kanban view
Name the view and select the Salesforce Object you'd like to view data for
Customize the view to your liking with Fields, Filters, Highlights, etc. Learn more here.
Duplicating an Existing View
Select an existing view, click •••, then Duplicate view
Rename the view if desired, and customize to your liking
Organize Views with Folders
Create folders within your Views sidebar to stay organized, reduce clutter, and focus on what's most important.
To Create a Folder
Select Views from your Navigation Bar
Open the sidebar using the icon in the top-left
Click the + to the right of Views
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
Share the folder:
Directly with a Team Member
By Role
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".