Before today, you could only use fields in Scratchpad that were already set up in Salesforce. Now, you can create custom fields exclusive to Scratchpad!
Whether you're a manager adding private notes, an account executive working with a sales engineer, or an operations person tracking extra data, custom fields let you tailor Scratchpad to your needs. Say goodbye to exporting data to spreadsheets and enjoy a seamless, integrated experience right in Scratchpad.
Creating Custom Scratchpad Fields
In Pipeline
The field will automatically be added as the last column in your current Grid View
Navigate to Views
Open a Grid View, select Fields from the menu bar
Click + New Scratchpad field towards the bottom
In Settings
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Scratchpad fields under Workspace, then click + Add
Customize the Field
Name the field, must be unique across your organization
Choose your desired field Type
Text
Number
Date
Checkbox
Toggle on Make Private if you'd like the field to be hidden from others
Click Save
Now when you select Fields within a Grid View or Tile, you'll have the option to view and select Salesforce and/or Scratchpad fields. Scratchpad fields will be marked with the Scratchpad logo. You can Filter, Sort, and Highlight on Scratchpad fields.
Managing Custom Scratchpad Fields
Users can manage fields that they own. Admins can manage all public fields.
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Scratchpad fields under Workspace
Choose the Object you'd like to manage fields for
Click the ••• to the right of the field to Edit or Remove
FAQ
Are Private fields visible on shared Views and Tiles?
No, Private fields are hidden from other users even when added to shared Views and Tiles
Is there a character limit on Text fields?
Yes, there is a 10k character limit on Text fields
Do Scratchpad fields support Advanced Filters?
Not today
Curious to learn more? Book time with a Product Specialist today!