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.
Navigate to Notes from your Scratchpad Nav Bar
Select a Note, link it to a record by clicking Link note to Salesforce (e.g., an account or opportunity)
Select an existing Tile, or create a new one
Update your desired Salesforce fields, changes will save automatically
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