Here is a 2-minute video showing how to use Scratchpad Command from anywhere on the web ⬇️
Below is a step-by-step:
Click the gear icon at the bottom left corner of the Scratchpad homepage.
Click "Integrations"
Toggle on Scratchpad Command.
Go to any new website and enter the keyboard shortcut CMD+J (Mac) or Ctrl+J (PC) to bring up Scratchpad Command.
Search for existing Salesforce opportunities, contacts, accounts, leads, or tasks OR create new records (opps, contacts, accounts, leads, tasks, and other custom objects your org has enabled)
Still getting familiar with Scratchpad? Learn more about Tiles, Expanded View, and Custom Objects within Scratchpad!
Book a Complimentary 1:1 with a member of our User Delight team today!
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Questions? Chat with us in the corner through WISH or email us at [email protected]
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