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Pipeline Management
Create Views to update next steps, any field, or any object in Salesforce
17 articles
Scratchpad Views OverviewLearn about, create, duplicate, and organize Pipeline Views
Customize your Scratchpad ViewsLearn about the different ways to customize your views - fields, filters, highlights, grouping, and more!
Expanded View and TilesExpand records for a deeper inspection and create shortcuts to common workflows with Tiles
Favorite Views or FoldersPin your most-used Views or Folders to the top of your sidebar for easy access
Sharing Scratchpad ViewsLearn the different ways you can share Scratchpad Pipeline Views - Direct Share, Link, Organization, and Public
Bulk Update and Export ViewsLearn how to Bulk Update records in Scratchpad and Export your Views
Zero Boards - Inbox Zero for CRMTake action on non-compliant deals to maintain data hygiene
Create Custom Scratchpad FieldsLearn how to create and manage custom fields that are only available in Scratchpad
Hygiene Monitoring SystemLearn how to build and use Hygiene Dashboards to track trends and measure process compliance at all levels - with real-time insights
Edit and Customize Views Shared With YouDuplicate a view that has been shared with you to customize and make it your own!
Manage Shared Views and TilesLearn how Admins can manage shared Views and Tiles in Scratchpad
View Change HistoryInspect deeper with a full audit history of changes for every record and object
Create a Pipeline View When You Are Not the Record OwnerLearn how to surface records in your Scratchpad View, even if you aren't the owner
Increase Sales Team Collaboration with TilesLearn how to improve handoffs and streamline sales team collaboration with Scratchpad Tiles
Avoid Error Messages by Adding Required FieldsAdd required fields to your View or Tile to avoid error messages related to Salesforce rules and validations