Sign up
Web App
Visit app.scratchpad.com
Click Sign in with Salesforce and login as you normally would
Chrome Extension
Visit scratchpad.com/start
Click Add to Chrome
Click Add extension and Keep it
Click Sign in with Salesforce and login as you normally would
Please note, the Chrome extension will make Scratchpad your new tab experience.
🚨 If your company is new to Scratchpad:
The first time you sign in, you might see an OAuth Error message - this is expected.
Scratchpad needs to be installed as a connected app in Salesforce before new users can connect.
Ask your Salesforce admin to install Scratchpad by going to Setup → Apps → Connected Apps → Scratchpad.
If Scratchpad does not appear under the Connected Apps OAuth Usage list, follow the steps below:
Enable the setting for Approve Uninstalled Connected Apps on the Salesforce profile being used to sign in
Log in to Scratchpad via app.scratchpad.com
After successful login, Scratchpad will appear and can be installed for your team.
1:1 onboarding session
Our team is dedicated to getting Scratchpad users set up for success. We're 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!
Go to Salesforce, click on your user image in the top right, copy the custom domain under your name by triple clicking
Go to Scratchpad, click Sign in with Salesforce, then click Use Custom Domain
Paste the custom domain and click Continue
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.
Curious to learn more? Schedule a 1:1 session with our team!