Pipeline

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

P O Diane Garcia avatar +4
15 articles in this collection
Written by Pouyan Salehi, Oscar-Wyett Moore, Diane Garcia and 4 others

Exporting List View as a CSV

This article will walk you through the steps necessary to export your pipeline as a CSV
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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 today

Inherit Existing SFDC List Views

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 today

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

Grouping your Pipeline

Better pipeline visibility for opportunities, contacts, and more!
Diane Garcia avatar
Written by Diane Garcia
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

Customize your pipeline view

(1-min video) learn how to add fields, use filters, reorganize columns, create and rename views.
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Written by Oscar-Wyett Moore
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 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

Scratchpad Views

See the Salesforce information you need to update Salesforce faster
Diane Garcia avatar
Written by Diane Garcia
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 today

Customize your Kanban View in Scratchpad

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