Pipeline

Tips and FAQs for working with the Scratchpad views for your pipeline

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17 articles in this collection
Written by Pouyan Salehi, Oscar-Wyett Moore, Diane Garcia and 6 others

Scratchpad Pipeline Views

See the information you need to update Salesforce faster!
Diane Garcia avatar
Written by Diane Garcia
Updated over a week ago

Customize your Pipeline Grid View

Build the perfect pipeline view for Opportunities, Accounts, Contacts, and more.
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Written by Oscar-Wyett Moore
Updated over a week ago

Customize your Kanban View in Scratchpad

Learn how to customize your Kanban pipeline view in Scratchpad
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Written by Oscar-Wyett Moore
Updated over a week ago

Grouping your Pipeline

A better way organize your deals
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Written by Maddy Low
Updated over a week ago

How to Manage Opportunities Closing this Quarter, with Pipeline

Get rid of the noise, and focus on what's important. Create pipeline views for opportunities closing this quarter.
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Written by Joey Rockman
Updated over a week ago

Custom Highlight in your Pipeline Grid View

A better way to create focus by adding a splash of color to your grid views
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Written by Beth Zirbel
Updated over a week ago

Exporting List View as a CSV

This article will walk you through the steps necessary to export or download your pipeline as a CSV
Cassie Adkins avatar
Written by Cassie Adkins
Updated over a week ago

Inheriting views that have been shared with you.

This article shares how to inherit pipeline views that live within the Shared with me folder.
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Written by Oscar-Wyett Moore
Updated over a week ago

Bulk Update Records in Pipeline Grid View

Update multiple records in just a few clicks using the bulk update feature in the Pipeline grid view
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Written by Joey Rockman
Updated over a week ago

Inherit Existing SFDC List Views into your Pipeline

Have helpful Listviews within SFDC? Let's pull them into Scratchpad!
Olivia Lynn avatar
Written by Olivia Lynn
Updated over a week ago

Creating and Managing Folders for Pipeline Views

Stay organized and help minimize clutter by creating folders for your Scratchpad Pipeline Views
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Written by Joey Rockman
Updated over a week ago

Opening an Expanded View

Opening an Expanded View to access tiles and view the information important to you
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Written by Sam Brewer
Updated over a week ago

Leveraging Advanced Calculations

Learn how to use advanced calculations in your grid view.
Olivia Lynn avatar
Written by Olivia Lynn
Updated over a week ago

Advanced Filters in Pipeline

Learn how to use Advanced Filters for the Pipeline in Scratchpad.
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Written by Joey Rockman
Updated over a week ago

Field and column reordering

Customize field and column ordering in your pipeline grid view
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Written by Pouyan Salehi
Updated over a week ago

Creating New Pipeline Grid Views in Scratchpad

Learn two ways to create new pipeline views in Scratchpad!
Olivia Lynn avatar
Written by Olivia Lynn
Updated over a week ago

Row Heights and Wrapping Text in Pipeline Grid View

Learn how to change the row height on your Pipeline Grid views to improve the UI or allow long form fields to wrap their text.
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Written by Joey Rockman
Updated over a week ago