Scratchpad Command Overview
Scratchpad Command is a quick-access keyboard shortcut that lets you search, create, and update Salesforce records without switching tabs.
It works on any webpage - Gmail, Google Calendar, LinkedIn, Slack, and more - so you can stay in your workflow while keeping Salesforce up to date. You can even complete workflows like progressing deal stages, logging a call, or creating tasks with just a few clicks.
Enabling Scratchpad Command
Navigate to Settings in the bottom-left corner of your Scratchpad homepage
Select Integrations on the left menu bar and add Scratchpad Command
Once enabled, you can use the shortcut CMD+J (Mac) or CTRL+J (PC) to launch Command from any browser tab.
Using Scratchpad Command
Search or Update Records
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Use Command to quickly look up and edit Salesforce records:
Opportunities
Contacts
Accounts
Leads
Tasks
and more
Just type to search, open the record, and edit fields inline - changes sync instantly to Salesforce.
Create New Records
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From the Command window, select what you want to create:
New Opportunity
New Task
New Account
And more...
Use the gear icon > Fields and Related Lists to customize which fields appear when creating records.
Use Tiles for Quick Actions
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Tiles are shortcuts for common workflows like:
Advancing deal stages
Logging calls or meetings
Creating follow-up tasks
Viewing activity history
Tiles can be customized by you or your team.
Use Anywhere
Command works seamlessly with tools like:
Salesforce
Salesforce
LinkedIn
Google Mail
Google Mail
Google Calendar
Google Calendar
Google Sheets
Google Sheets
Tableau
Tableau
TechCrunch
TechCrunch
Slack
Slack
For this workflow, you will have to use Slack in your browser, not the app
FAQ
Can you search for records under a custom object through Command?
This is not possible as of today, you would have to search the main object that it is related to surface it
Is the layout of Scratchpad Command customizable?
As of today, you are not able to customize the layout of Command
Can you change what populates next to the Command search result?
This is not configurable at the moment. For Opportunities, Accounts, Contacts and Tasks, we show Stage, Account Owner, Email, and Description, respectively.
