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Sign Up for Scratchpad

Learn how to sign up and schedule a 1:1 session with a Product Specialist

Updated over a week ago

Sign Up


Chrome Extension

  1. Click Add to Chrome

  2. Click Add extension and Keep it

  3. Click Sign in with Salesforce and login as you normally would

Web App

  1. Click Sign in with Salesforce and login as you normally would

1:1 Onboarding Session


Our Product Specialist Team is dedicated to getting Scratchpad users set up for success. Our team is here for you whether you’re looking for guidance on best practices, want a thought partner as you build out your Scratchpad, or have nuanced questions. You can schedule some time here!

FAQ


What is the difference between the Chrome Extension and Web App?

When using the Chrome Extension, you'll have access to Scratchpad Command. The Chrome Extension will also make Scratchpad your new tab experience, bringing you right where you need to be for easy access to your Pipeline, Notes, Tasks, and other workflows. If you aren't a fan of the new tab experience, you can use the Web App instead.

Can Scratchpad be used offline?

Not today, Scratchpad can only be used when you're online.

What if I use SSO or Okta to sign into Salesforce?

You will be prompted to sign into Scratchpad (via Salesforce) as you normally would with SSO or Okta.

If you're having trouble, use your company's custom domain to sign into Scratchpad!

  1. Go to Salesforce, click on your user image in the top right, copy the custom domain under your name by triple clicking

  2. Go to Scratchpad, click Sign in with Salesforce, then click Use Custom Domain

  3. Paste the custom domain and click Continue

  4. You will be prompted to sign via SSO or Okta


Does Scratchpad have a mobile app?

Scratchpad doesn’t have a dedicated mobile app as of today, but you can use our web app (app.scratchpad.com) for updates on the go. Here's a 2-minute video on how to use Scratchpad on your mobile device - including how to use voice dictation to search, update records, and take notes easily.


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