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Update Salesforce Fields Directly From Your Notes

Learn how to update fields right from your Scratchpad Notes, using Tiles

Updated over 7 months ago

Stay organized and keep your Salesforce records up-to-date without leaving your Notes. With Scratchpad, you can update Salesforce fields directly from any Note assigned to a record, making it easy to stay on top of hygiene.

  1. Navigate to Notes from your Scratchpad Nav Bar

  2. Select a Note, link it to a record by clicking Link note to Salesforce (e.g., an account or opportunity)

  3. Select an existing Tile, or create a new one

  4. Update your desired Salesforce fields, changes will save automatically


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