Creating with Command
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Integrations on the left menu bar and add Scratchpad Command
Open a new tab and enter the keyboard shortcut CMD+J (Mac) or CTRL+J (PC) to bring up Scratchpad Command
Select the type of record you want to create under Commands, like Create new opportunity, Create new task, or Create new account
Add any required fields by clicking the gear icon then Fields and Related Lists
Pro-Tips
Creating an Account and Contact Simultaneously
Creating an Account and Contact Simultaneously
Open Scratchpad Command, CMD+J (Mac) or CTRL+J (PC)
Select Create new contact
Bring in any fields you'd like, but be sure to include the Account Name*
From the Account Name text box, simply select Create New Account
Continue to enter relevant data, and select Create Contact when complete
Creating an Activity like Logging a Call
Creating an Activity like Logging a Call
Open Scratchpad Command, CMD+J (Mac) or CTRL+J (PC)
Select Create new activity
Fill out the information related to your call
Date, Status, and Activity Subtype will autofill
Once completed, select "Create Activity" on the bottom right
Creating Contacts and Contact Roles in One Flow
Creating Contacts and Contact Roles in One Flow
For this workflow you will need to enable the custom object Opportunity Contact Role, learn how to enable custom objects here.
Open Scratchpad Command, CMD+J (Mac) or CTRL+J (PC)
Select + Create new opportunity contact role
Within the Contact ID field, click Create new contact
Fill out the required fields and click Create Contact
You'll be brought back to your Opportunity Contact Role creation, and you can search for the Contact you created under Contact ID
Fill out the remaining required fields and click Create Opportunity Contact Role
You've now created a Contact and Opportunity Contact Role in one flow!
