At Scratchpad, our mission is to make salespeople happy and help them produce more revenue by reducing complex administrative work. Now, we are doing the same for Revenue Operations with Scratchpad Studio.
What is Scratchpad Studio?
Scratchpad Studio is an experience for configuring frictionless processes reps love, designing workflows for seamless handoffs, driving data hygiene best practices, and bringing the revenue team together to collaborate in one place, remaining connected to Salesforce. Scratchpad Studio is for Revenue Operations, Sales Enablement, and Salesforce Administrators.
Accessing Studio
You can access Studio by going to https://studio.scratchpad.com/ or clicking on your gear icon ⛭ in the bottom left corner of your Scratchpad Homepage, then clicking on Studio.
Studio Permissions
Workspace = ONLY the Scratchpad workspace
Studio = Workspace + Automations ONLY
Admin = Workspace + Automations + Cards + Role Designer + Members
Members
You can easily manage user roles in Studio to ensure each team member is set up for success.
Invite Members to Scratchpad
If you need to get team members to sign up for Scratchpad, make it easy on yourself and send them an invite that will get them started in no-time flat!
🚨 If you need to add or remove members to/from a paid plan, please see this article.
Manage User Roles
Ensure your team members' roles are correctly assigned in Scratchpad and make any needed changes quickly and easily.
Automations
Today we rely on person to person communication to relay changes to opportunities, new accounts, closed dates, and the list goes on. We are all human, and sometimes forget! This leads to gaps in communication which leads to wasted time, missing data, and lost revenue. That's where Scratchpad automations come in! You can create automations on standard and custom objects!
🚨 Any automations created by a user who is now deactivated in SFDC will automatically deactivate in Scratchpad.
Change-Based, Real-Time Automations
From Studio, Select Automations on the left side
Create New Automation in the upper right corner
Title: Name your automation, this will be the title of the notification sent out
Automation Type: Select Change Based to be notified when there is a change in real time (notification received within 10 minutes of the change in SFDC.)
Conditions: these are the filters and conditions you select to be sent out
Select the Object in question and set the conditions/filters you’d like to see the automation pull from.
🚨 If creating an OPPORTUNITY automation and do not want to include CLOSED opportunities, please add the following condition: "Closed is False." This will prevent an inundation of erroneous notifications!
Delivery Methods: Select who will receive notifications and how
Notification: Customize the message your recipients will see in Slack or Scratchpad Inbox
Pro Tip: Don’t shy away from Variable fields, they’ll customize your message quickly and easily
Don’t forget to SAVE.
🪄 Pro-Tip: Use the "Previous xx" field to take your Automations to the next level ⬇️
🚨 Automations are available on paid licenses. Learn more here. Change-Based Automations will only work with Objects that have Field History Tracking enabled in SFDC.
❓ Why can't I create a change-based Automation for Tasks or Events?
→ Objects for logging activities such as Task or Events can only be leveraged when using Scheduled Automations.
❓ Why am I unable to create a Change-Based Automation on a long-text field?
→ Change history isn't stored for long-text fields, this means we are unable to surface if any changes have been made to successfully create this Automation.
Scheduled Automations
Do you find yourself looking for an easier way to get notifications from your pipeline for yourself or for your reps? Automations allow your Studio admins to program customized notifications directly from your pipeline, saving you time and making it easy to stay on top of things.
A Scheduled Automation allows you to program what information is on the alert or notification you're interested in and lets you pick when, how, and to whom it's sent out!
From Studio, Select Automations on the left side
Create New Automation in the upper right of the screen
Title: Name your automation, this will be the title of the notification sent out
Automation Type: Scheduled will be sent at set intervals you choose
Send On: Select desired days and time
Note: The timezone will automatically match your organization’s Salesforce timezone
Conditions: these are the filters and conditions you select to be sent out
Select the Object in question and set the conditions/filters you’d like to see the automation pull from. ****If creating an OPPORTUNITY automation and do not want to include CLOSED opportunities, please add the following condition: Closed is False. This will prevent an inundation of erroneous notifications! See below for an example.
Delivery Methods: Select who will receive notifications and how
Notification: Customize the message your recipients will see in Slack or Scratchpad Inbox. Learn about Bundled Notifications HERE.
🪄 Don’t shy away from Variable fields, they’ll customize your message quickly and easily
SAVE.
🚨 Automations are available on paid licenses. Learn more here.
Automations Sent to Slack
Send notifications to Slack channels and DMs as well! Highlight Closed Won deals with the whole team! DM reps to update next steps or action on stale opportunities. Keep yourself appraised of changes to opportunities. The possibilities are limitless. And with Scratchpad, you can update your SFDC records right from Slack! (Update SFDC from Slack on your phone anyone?!)
🔥 Once your org's Slack is connected the first time, Scratchpad will show up as one of the connected apps and appear in the apps section for every user when they get an Automation notification. No need to install it individually!
Individual Notifications
After filling in the necessary sections (Name, Type, Conditions) you can select the Delivery Method for the newly created Automations. After toggling the Slack option on, you can search for and add the specific PUBLIC Slack channels you want the automation to send to or leave this blank to send the Slack notification as a DM.
Once you've configured your Slack settings, you can create the message and select the fields you would like to highlight in your Automation. You can also then add "Action Buttons" to allow your reps easy access to the fields that need updating.
🚨 Action Buttons are the role-based or org-wide tiles that live on your object selected in the automation.
🛑 Don't forget to click SAVE in the top right-hand corner! YOU'RE ALL SET!
Here is what this automation will look like in Slack 👇
When clicking on Deal Inspection button in Slack, you now have easy access to the fields that need to be filled in.
❓ Why aren't all Tiles available to be incorporated into an automation?
→ Options for Tile/button selection within Automations is limited by role. For example, if an AE is creating an Automation - they will not be able to surface Tiles that are set as role-based for an SDR.
❓ When Automations are sent to Slack, who can open the buttons/tiles and make edits?
→ All Scratchpad users can make these updates.
🚨 Automations are available on paid licenses. Learn more here.
Bundled Notifications for Scheduled Automations
Are you looking to surface numerous records at a time for your reps or managers? When creating scheduled automations, you have the option to "bundle" the notifications so the receiver simply gets one Slack notification versus a notification for every single record.
After toggling on Slack in Delivery Method, you will see the option to "Bundle Notifications."
This is how your bundled notification will appear in Slack 👇
When you click on "Open in Grid," you will be taken to the pipeline in Scratchpad with records matching your automation's parameters/conditions. You have the option, at this time, to "Save a copy to list." This will save this view in your MY VIEWS section.
❗️The fields that initially populate in the grid view are those related to the conditions you set in the automation.
🚀 You can add or remove fields and the changes you make to this grid view will be saved and show every time you click "Open in Grid" for that automation moving forward.
🚨 Unless a change is made to the automation in Studio.
🚨 Automations are available on paid licenses. Learn more here.
Role Designer
Custom design a revenue team workspace for each role on the team and custom tailor a frictionless experience. Set up MEDDICC, BANT, or any methodology used for full compliance by sales. Instantly convert leads, log activities, create opportunities, contacts and accounts, and shortcuts for any fields that reps need to fill out to help move deals forward.
Create and Delete Roles
As an Admin you have the ability to manage user roles right within Studio. Below are simple steps to update your users' roles.
In studio, go into "Role Designer" from the lefthand column.
Click on the drop-down at the top of your screen.
Select ⚙️ Manage Roles
To edit or delete a role, hover over the role and click the. pencil or trash can.
To create a role, go to the bottom of the list and click "+ Add Role"
🎉 Ta-Da! It is that easy! These changes will now be available to you in MEMBERS to Manage User Roles.
🚨 Role designer is available on a paid license. Learn more here.
Create Tiles
Standardize the fields entered when creating new records across your org, your teams, and roles!
Within Role Designer, select the object you'd like to add a create tile for (ex. Opportunity, Account, Contact, or Lead).
Under the selected object, click on "Create Tiles."
In the upper right hand corner, click on the blue rectangle that reads, "+ Add Create Tile."
Under the General heading ⤵️
Under Name, name/title the tile.
Under Share, select which Role(s) will view/have access to this tile or share organizational-wide.
Under the Fields heading, select which fields will be included on the tile, and click "Save."
*You can easily create related records with contextual creation, but if different roles create records different ways, then add a create tile and make it role-specific.*
Updates Tiles
Standardize the fields entered when updating records and deploy methodologies easily across your org, your teams, and roles!
Within Role Designer, on the left-hand side, select the object you'd like to add an update tile for (ex. Opportunity, Account, Contact, or Lead).
Under the selected object, click on "Update Tiles."
In the upper right hand corner, click on the blue rectangle that reads, "+ Add Update Tile."
Under the General heading ⤵️
Under Name, name/title the tile.
Under Share, select which Role(s) will view/have access to this tile or share organizational-wide.
Under the Fields heading, select which fields will be included on the tile.
Under the Related Lists heading, select which related fields will be included on the tile, and click "Save."
Views
Within Role Designer, on the left-hand side, select the object you'd like to configure/add a pipeline grid view for (ex. Opportunity, Account, Contact, or Lead).
Under the selected object, click on "Views."
In the upper right hand corner, click on the blue rectangle that reads, "+ Add View."
Under the General heading ⤵️
Under Name, name/title this pipeline grid view.
Under Share, select who will have access to this view → Personal, Role(s), Organizational-wide.
Under the Fields heading, select which fields will be included in this pipeline view.
Under the Filters heading, add the filters you wish to focus on (more on filtering here).
Under the Highlights heading, add Deal Spotlights to add focus to an initiative (more on Deal Spotlights here).
SAVE.
🚨 Currently, creating and managing Kanban views is not supported in Studio
Manage Ownership of Shared Tiles & Views
If a view has been shared to a specific role or the org itself, individuals with Studio access can adjust who owns the view.
Once in 'Role Designer' from the menu on the left-hand side of the screen.
After you've accessed the Role Designer menu, select the Object associated with the view you are trying to update (i.e. an Opportunity view, Account view, Leads view) to open the submenu.
Select 'Create Tile' | 'Update Tile' | 'Views'
Locate the Tile/View you are trying to adjust and click the three dots on the right-hand side of the screen.
Select 'Edit'
Click the 'Owner' field and select the appropriate name from the dropdown menu and hit Save.
🚨 Manage/delete views by users no longer at the company as well.
Cards
Have you been looking for a way to empower your team asynchronously? Wait no longer: Scratchpad Cards are a fantastic way for Rev Ops and Enablement teams to support reps by allowing them to surface information relevant to their calls or demos in real time.
No more having to send follow-up emails or calls.
Long are the days of interrupting your sale process!
Creating Cards
Create and deploy battle cards, product and pricing information, sales playbooks, and competitive intel accessible to reps directly in their sales notes to give reps more confidence selling, which leads to smoother conversations with customers.
Click on +Create a Card from the top right of the page
Title: Enter the name of your Card
Body: Fill in the body of the card with the information your reps will need in their calls
Tags: Enter keywords that relate to your Card's info. This is what your reps will use to surface the card and will essentially be a link to the card.
You can enter as many keywords as you'd like so that your card is easily searched while your reps take notes
Click Save to complete the card.
Note: From the list of available cards, you can use the Status toggle to activate or deactivate cards for your team.
🚨 Cards are available on a paid license. Learn more here.
Guru Integration
If you've already gotten busy in Guru creating a number of different cards, you can continue to create and manage them right from Scratchpad.
Creating cards in Guru is helpful for many reasons. Now that you have Scratchpad, which also has a card feature, why not integrate the two? After all, the idea is to eliminate the need to navigate back and forth across multiple tools.
Go into Settings in Scratchpad, then click 'Studio'
Once in Studio, click 'Settings' at the bottom-left
A dialogue box will surface; select 'Add' Guru Cards
You will be asked to enter your API token; click 'see here for more instructions'
Once you've added your API token from Guru, return to Scratchpad Studio
Click 'Cards' on the left toolbar, followed by 'Settings' at the bottom-left
A dialogue box should surface; click 'Manage Cards' in the Guru section
A list of your cards will appear; select the card(s) you wish to sync, then click 'Save'
Add appropriate tags to your card(s) by clicking into the 'Tags' column in Studio
✨ Cards created in Guru will say "Guru" in the 'Created By' column in Scratchpad
➡️ Cards can be turned on or off by toggling the 'Status' button to the 'on' or 'off' position
🚨 Cards are available on a paid license. Learn more here.
Note Auto-sync
🔥 The value of a note is directly linked to its visibility and it living in your org's source of truth: Salesforce. No one will ever have to sync a linked note to Salesforce again!
Every reps notes automatically sync to Salesforce without reminders or worry. This leads to smoother handoffs between reps and customer success, managers have visibility and context into specific deals, and RevOps can rest assured that information is up-to-date for consistent accurate forecasts.
Steps for Studio Admins to turn on Auto-Sync:
From Studio, click on Settings in the bottom left hand corner of the screen
When a new window appears, you should see the option to toggle on Note Auto-Sync.
It is that easy! 💪
🚨 All notes linked in Scratchpad moving forward will now also be in Salesforce under the native Notes object.
