Navigating Salesforce can be a challenge with its complex page layouts and endless scrolling. Imagine if you could focus on the information you need without the hassle of searching for it.
With Scratchpad's Expanded View and Tiles, you can easily create shortcuts to your essential Salesforce fields and data. Whether you're an Account Executive looking to streamline your workflow, a Manager inspecting deals, or RevOps ensuring process compliance, Tiles offer the fastest and most efficient way to view and update records, manage pipeline, and follow processes.
Expanded View
Access Expanded View from:
Views
Click the double-arrow icon to the left of the record name, or click on the record name once and hit the spacebar
Notes
Link a Note to a record
Command
Use CMD/CTRL+J to search for and open any Salesforce record from any webpage
Tiles
Creating a Tile
Open Expanded View
Select the All Tile
Click the + icon to create a New Tile
Name your Tile
Click the ⚙️, then Fields & Related Lists to customize your Tile
Fields: This is data that lives on the "Details" tab within a record in Salesforce
Related Lists: This is the data that lives in the "Related" tab within a record in Salesforce, or on the right-hand side of the record page. This can include Contact Roles, Activity History, Notes, Products, Opportunities, and more.
Sharing a Tile
Select or create your desired Tile
Select the 🔒 to share your Tile
Choose your desired share option
Role Tile: share with specific roles
Organizational Tile: share with all users at your organization
Now users can pin this Tile to their Expanded View!
Pin and Organize Tiles
Open Expanded View
Select the All Tile
Click the 📌 to the right of a Tile to pin it to the top of your Expanded View
Click and drag Tiles to organize them in your preferred order
Types of Tiles
Overview Tile
The Overview Tile is unique to you and the object you're looking it. It cannot be shared with others
Creation Tiles
Use Creation Tiles to create net-new records in Salesforce - like Opportunities, Accounts, etc.
Related List Tiles
Create Tiles for your Related Lists. This is the data that lives in the "Related" tab within a record in Salesforce, or on the right-hand side of the record page. This can include Contact Roles, Activity History, Notes, Products, Opportunities, and more.
Methodology or Process Tiles
Create Tiles for your Sales Methodology or Process, like MEDDIC, BANT, etc., to make it easy for reps to fill out required information
Stage Progression Tiles
Create Tiles for the required fields needed to move a deal to the next stage - like Closed Won
Team Handoff Tiles
Create Tiles to ensure smooth handoffs from one team to another - like AEs passing off deals to SEs
How do you use Tiles? Let us know :)
Curious to learn more? Book time with a Product Specialist today!