Inspecting deals in Salesforce reports can be time-consuming and inefficient. With Scratchpad Command, you can inspect deeper and see all of the details in your opportunities directly into your Salesforce report in fewer clicks and without opening new tabs.
Inspect Deals in Salesforce Reports
Ensure you are using the Chrome Extension AND have enabled Command.
Open up the Salesforce report that you want to inspect.
Click the Scratchpad logo that appears in the record cell when hovering over a record name.
The Expanded view of the opportunity will pop up. From there, you can quickly access record data from any of the tiles that have been configured for/by you. You will have access to commenting, notes, and tasks.
