The power of Salesforce in your back pocket with Command
Working in Salesforce can be time-consuming when you need to look up a contact, update a record, create a task, or record information about a prospect. You have to log in, open tabs, search, click fields, update information, and save. You don’t have time for that. Nobody does. There's a better way!
What if all the data in Salesforce was available to you at your fingertips? What if Salesforce came to you instead of you having to deal with the complexity of Salesforce? Now you can with Scratchpad Command. Scratchpad Command simplifies your sales process with the fastest experience to create tasks, contacts, leads, opportunities, and update next steps, from anywhere on the web.
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Integrations on the left menu bar and add Scratchpad Command
Open a new tab and enter the keyboard shortcut CMD+J (Mac) or CTRL+J (PC) to bring up Scratchpad Command
Search for existing or create new Salesforce records like opportunities, contacts, accounts, leads, tasks, etc.
Scratchpad Command makes following sales processes and reviewing deals that need extra attention easier. In just a few hours, you’ll wonder how you ever generated pipeline and closed deals without it.
Still getting familiar with Scratchpad? Learn more about Tiles, Expanded View, and Custom Objects within Scratchpad!
Using Command with your Tech Stack
Salesforce
Salesforce
LinkedIn
Google Mail
Google Mail
Google Calendar
Google Calendar
Google Sheets
Google Sheets
Chorus
Chorus
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?
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?
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?
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.
