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Scratchpad Calls Overview

Learn how to create and share clips, organize calls into playlists, and search in calls

Updated over a week ago

Create and Share Clips


  1. Navigate to Calls from your Scratchpad Nav Bar

  2. Select the call you'd like to create a clip from

  3. There are two ways to create a clip:

    1. Go to Transcript, copy the section of the transcript you'd like to clip, select Create clip

    2. Click the β€’β€’β€’ in the top-right of your call, Create clip, then select your preferred Duration

  4. Title your clip

  5. Set your Share settings:

    • Organization only: Visible only to your organization

    • Anyone with the link: Visible to anyone with the link, with the ability to select a link expiration

  6. Click Save & copy link

Search and Filter in Calls


  1. Navigate to Calls from your Scratchpad Nav Bar

  2. Use Filters to narrow down results:

    • Scope: Toggle between My Recordings and All Recordings

    • Participants: Filter calls by specific people on the call

    • Accounts: See calls tied to particular Salesforce accounts

    • Time Frame: Adjust the time frame to find past or recent calls

  3. Use the πŸ”Ž in the top right to search for call titles and keywords in transcripts

  4. Hover over keywords found under Transcript, click to be taken to the specific part of the call where the keyword was mentioned

Organize Calls into Playlists or Folders


  1. Navigate to Calls from your Scratchpad Nav Bar

  2. Within the Call Library sidebar, hover to the right of Playlists and click the +

  3. Select Playlist, or a Folder to house your playlists

  4. Name your Playlist or Folder

  5. To add a call or clip to playlist:

    1. Go to the call or clip you'd like to add

    2. Select the β€’β€’β€’ in the top right of the call or clip

    3. Click Add to playlist and select your desired playlist


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