You jump into Salesforce, scroll and search through complex page layouts, and hope not to miss what you’re looking for. Wouldn’t it be better if you could focus on the information itself - instead of the process of finding it?
Imagine if all the information you need was right at the top of your screen, making it easy to find what you’re looking for and move on to the next task. Scratchpad Tiles are designed to help you create shortcuts to your most important fields and data in Salesforce. Now, you can quickly find the data you need for prospecting, seamlessly follow sales methodologies, and inspect deals to help inform accurate forecasting. It’s a better way to focus on your active deals instead of wasting time searching for information.
Let's walk through the tiles you can create so you and your team can easily execute and manage the sales process.
Tiles
👉 Overview Tile - Just for you!
👉 Create a Tile - Bring your needed info into one place!
👉 Create Org-Wide Tiles - For everybody!
👉 Clone a Tile - Like what was shared but want to make a tweak?
👉 Create Records via Tiles - Easy peasy!
👉 Add Related Lists - Bring all your needed info into one place!
👉 Add Text to Your Tiles - Keep everyone on the same page!
👉 Pin Tiles - See only tiles you care about!
👉 Some Examples of Tiles - Get some inspiration!
Expanded View
👉 Expanded View - Where you'll find your tiles!
👉 Via Scratchpad Icon In SFDC (🚨 Managers, this one's for you!)
Overview Tile
Everyone gets their own Overview Tile on every expanded view of all their records. This is a tile you can customize however you'd like. It cannot be shared with anyone else, and no one else can see your overview tile.
❓ Which Fields appear in the Overview Tile?
→ By default, we use the fields configured in SFDC Compact Layout. The Caveat here is that Compact Layout is not configurable for Custom Objects. This means the Overview Tile for Custom Objects will, by default, only show the Name field.
Create a Tile
Open your expanded view and select "All" Tile
Select + New Tile
Name your Tile and click out to save. (Pro Tip: We ❤️ emojis! They make it easier to distinguish different tiles).
Select the gear icon and click on Fields & Related Lists
↕️ Move fields up/down as needed by dragging and dropping from the waffle icon.
Your Tile saves automatically and can now be surfaced on subsequent records on that object.
Create Organizational Tiles
If you find that a Tile can be helpful for your team as well, you can make your Tile Organizational. Any Tile you create can be an Organizational Tile - you simply have to click on the person icon and change the selection to "Organization Tile."
Clone a Tile
Has someone in your org shared an org-wide or role-based tile with you but you wish you could make it your own? Maybe you want to change the order of the fields to better match your flow? Maybe you want to add a couple fields? Heck, maybe you like adding emojis to your tile names for the visual aspect? In your expanded view, you can easily "Clone" a tile that has been shared with you, rename it, edit it, and pin it for access later.
Create Records via Tiles
Creating records has never been easier when in the Expanded View of your records! You can easily create opportunities, accounts, contacts, leads, activities/tasks, and any other custom objects you've had added to Scratchpad!
Open up the Expanded View of any record!
Navigate to your ALL Tile.
Scroll down to the ACTIONS at the bottom.
Select the action/creation of your choosing.
You will now be prompted to fill out necessary fields to create your record.
💪 Notice that record related fields are auto-filled out for you! Talk about EASY! 💥
🪄 Pin your action tile if it is one you will be using frequently so it is readily available to you any time you open the expanded view of a record!
Related Lists
Related Lists allow you to see both a record and its related Salesforce records in one view.
Add to an Existing Tile
Access the Expanded View of any record.
On the "Overview" tile or any tile you own (Personal or Shared) select the gear icon on the right
Select Related and bring in the related list you would like to see
After the related list has been selected, scroll to the bottom of the Tile to view the related list
You can click on these records to view and customize additional information 💪
Create a New Tile for Related Lists
Go to the "All" Tile
Select "+ New Tile" at the bottom of the drop-down and name your Tile
Follow the same steps above!
👉 Remember, Contacts are related to Accounts and Accounts are Related to Opportunities. This means if you're trying to pull in a related list for Contacts on an Opportunity, you will have to use Contact Roles instead.
❓ Why am I getting the error "Coming Soon - xx creation is not supported yet" when trying to create from related lists?
→ This means that the custom object you are trying to access is not enabled in your Scratchpad instance. Learn more here!
❓ What determines what populates in the "related list" options when customizing a tile?
→ Any related list that exists in your Salesforce instance (i.e. "notes", "notes and attachments", "activity history", "contacts", etc) will show up as an option in Scratchpad. If the related list you want is not populating, please reach out to [email protected].
❓ How does Scratchpad determine which 10 records in a related list appear on a Tile? Is it most recently created? Recently viewed? Random?
→ For related list records, the ordering from the related list definition determines it. The definition is defined in the Salesforce layout settings.
Add Text to Your Tiles!
Add text to your Organizational Tiles to drive expected behaviors (pictured below)
Pin Tiles
Before, sales reps would need to search and surface the relevant fields in Salesforce to input up-to-date information. Now, reps can access shortcuts to the most important set of fields at a glance by pinning Tiles! This better way will increase data hygiene and lead to more accurate forecasting!
Open the Expanded View on any record.
Navigate to the tile labeled ALL to open the dropdown menu of all of your tiles
Decide which tiles you'd like to access at the top of your expanded view and select the small pin icon 📌 associated with your choice of tile. *Easily hide tiles you don't use often by deselecting the pin icon*
Some examples of Tiles
Expanded View
Q: Can you move the Expanded View from being docked on the left to the right?
A: Yes! Just click the ... on the Expanded View menu bar and select your preference.
From your Pipeline
Click on the record name once and hit the spacebar or hover to the left of the record name and click the blue double-arrow icon
Expanded view will appear in the center of your screen!
In Your Notes
Create a new note or open an existing note
Link the note to an opportunity, account, or contact/lead
Expanded view will appear on the right!
Via Scratchpad Command
*Make sure you have enabled Command
On ANY TAB, use your keyboard shortcut (CMD+J on a Mac / CTRL+J on a PC)
Search for any record (Opportunity, Account, Contact or Lead) and click on it
The expanded view will now appear on the side of your screen!
Via Scratchpad Icon In SFDC
*Make sure you have enabled Command in the Chrome Extension
When you hover over a record name in Salesforce, you will see the Scratchpad Logo appear. 🚨 Managers, Salesforce Reports are a great place to leverage this!
Click the Logo and Expanded view of the opportunity will pop up; from there you can quickly access opportunity data from any of the tiles that have been configured. From here, you can comment on a record to your rep. You can also create a task for that opportunity and assign it your rep. Alternatively, you can create a note on the record or access an existing one.
🚨 Audit Trail available on paid licenses only
Book a Complimentary 1:1 with a member of our User Delight team today!
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Questions? Chat with us in the corner through WISH or email us at [email protected]
Ready to make your sales team happy? Talk to sales or learn how to purchase Scratchpad here.