What's a Scratchpad view

Scratchpad views help you manage your pipeline (and other Salesforce objects) faster.

Use a grid view, which is a spreadsheet with in-line edits that update Salesforce faster than anything you've probably seen until now.

Or use a kanban view to manage your pipeline in a board layout.

  • Use Scratchpad views with any Salesforce object including Opportunities, Account, Contacts, Leads, Products, and even custom objects

  • Create as many views as you like to see your data in exactly the ways that matter to you

Want help configuring your views? Schedule a 1:1 with a Product Specialist and we'll help you set up the views you need.

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