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Using Your Custom Object(s)
Using Your Custom Object(s)
One more step towards making your workspace personal with the addition of a Custom Object!
David Hellyer avatar
Written by David Hellyer
Updated over a week ago

Everyone is different and everyone's workspace deserves to reflect that!

Maybe you've grown accustomed to working out of specific Custom Objects in your Salesforce instance? Objects that are crucial to the way you work, or perhaps custom objects that are accessed to measure performance? Whatever the case may be, we are able to bring those Custom Objects into your Scratchpad Pipeline so you can quickly customize views and update information inline and in real-time!

So, you've requested a custom object and we've added it for you?

Now what??

This unlocked many new workflows for you! 💪 Check them out below!

👉 Custom Objects in Pipeline

👉 Custom Objects through Command

👉 Custom Objects through Related Lists

👉 Custom Objects through Contextual Creation

In Pipeline:

  1. Click the "+" tab, located near the other object tabs across the top of your pipeline

  2. Select the custom object(s) that you'd like to add to your pipeline

  3. Configure your first grid view in your custom object!

👇 Check it out 👇

Back to 🔝

Through Command:

  1. Use your keyboard shortcut (Control+J/Command+J) to bring up your Scratchpad Command menu.

  2. In your list of actions, you will now see + Create "custom object"

  3. Click on it and you will be prompted to fill out necessary fields to create!

    1. Click the ⚙️ gear icon in the top right corner to bring in additional fields if needed!

  4. Once you fill out the fields, just hit the blue CREATE button! 💥

👇 Check it out 👇

Back to 🔝

From Related Lists:

  1. Open up the expanded view of any record to access a related list on your tile(s)

  2. If you hover on the related list, you will see a ➕ sign appear - go ahead and click this!

  3. You will be prompted to fill out necessary fields to create!

    1. Click the ⚙️ gear icon in the top right corner to bring in additional fields if needed!

  4. Once you fill out the fields, just hit the blue CREATE button! 💥

👇 Check it out 👇

Back to 🔝

Through Contextual Creation:

  1. From the expanded view, click the ALL tile

  2. Scroll down to the ACTIONS section

  3. You will now see + Create "custom object" as an option - go ahead and click this!

  4. You will be prompted to fill out necessary fields to create!

    1. Click the ⚙️ gear icon in the top right corner to bring in additional fields if needed!

  5. Once you fill out the fields, just hit the blue CREATE button! 💥

👇 Check it out 👇

Back to 🔝

Book a Complimentary 1:1 with a member of our User Delight team today!

Find a time! 📆

Related Articles:

Customize your Pipeline

Adding Custom Objects

Tiles and Expanded Views

  • 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.

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