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Scratchpad Notes
Scratchpad Notes Overview
Scratchpad Notes Overview

Learn how to create, view, format, sync, and organize your Notes!

Updated over a week ago

Overview


Are you living life on the edge taking notes directly in Salesforce and hoping you hit save before moving on to your next call? Or, are you having to remember and take the time to transfer all of your handwritten notes into Salesforce or copy and paste them from outside applications? Close more deals with all the information you need right at your fingertips. Sales notes truly at the speed of thought.

Scratchpad Notes allows you to create, access, and update notes from anywhere on the web and and always syncs back to Salesforce.

Create & View Notes


Easily create and access your notes from your Scratchpad Homepage, the Expanded View, or anywhere on the web using Command.

Format Notes


You can take organized and easy-to-read notes with our quick formatting options:

  • Bold, Italicize, Underline, and Strikethrough

  • Text Size: Normal, Heading 1, 2, & 3

  • Bulleted & Numbered Lists

  • Checkboxes (use [] these brackets to create a checkbox)

  • Text Color & Highlighting

  • Hyperlinks

You can also add screenshots, images, or gifs for additional context!

Create & Use Note Templates


Today, notes may be freeform for yourself or lack standardization amongst your organization. You might copy and paste a template from an existing note to help you record important information from your calls, or you might even be taking notes in an application that has no direct connection to your CRM.

In Scratchpad, you can create note templates for yourself or your entire team, including templates for discovery calls, opportunity summaries, account planning, or sales processes such as MEDDIC.

You can choose between creating a personal template, an organization-wide template, or setting up role-based templates to help support your team.

Get your Notes into Salesforce


Allow greater visibility for leadership and ensure seamless handoffs by linking, syncing, or auto-syncing your Scratchpad Note to one or more Salesforce records (i.e. Account, Contact, Lead, and Opportunity).

Linking Notes

  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Integrations on the left menu bar and add Salesforce

  3. Navigate to Notes from your Scratchpad Nav Bar

  4. Create a note and click Link note to Salesforce in the top right

  5. Select one or more records to link the note to

  6. Your note will now live under the Scratchpad Notes section within the Salesforce record(s)

    • This section will only populate if you're using our Chrome Extension.

Syncing Notes

  1. After linking your note, click the cloud icon with the ↑

  2. Now, your Scratchpad note will also live within the native Notes or Notes and Attachments section within the Salesforce record(s)

    • Synced notes will be visible to anyone with SFDC access, even if they're not using Scratchpad

Note Auto-Sync

Automatically sync all notes to Salesforce instead of manually syncing them every time! Available on paid plans.

This leads to smoother handoffs between reps and customer success, managers having visibility and context into specific deals, and RevOps can rest assured that information is up-to-date for consistent accurate forecasts.

  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select General under Workspace

  3. Toggle on Note Auto-Sync under Behavior

Organize your Notes


Folders

Once you have created a few notes, stay organized and easily find the note you need by creating and managing folders. You can have folders specifically for account notes, by month or date, or by each territory you are assigned.

Sorting

Everyone has their own system for organizing their notes. With Scratchpad, we've made it easier for you to find the note you need with multiple sort options!

FAQ


If a Note is not permanently deleted, does it stay in the trash can indefinitely?

As of today, yes. The Note will remain in the trash can until you decide to permanently delete it.

Can you use text expanders, like Text Blaze, within Scratchpad?

Text expanders will work with Scratchpad's Web App - app.scratchpad.com. Learn more about the differences between our Chrome Extension and Web App here.

Will my formatting in Scratchpad Notes be visible when the note is synced to SFDC?

Due to SFDC not supporting formatting in notes, your synced notes will not appear with formatting created in Scratchpad.


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