Views
Create views to update Salesforce data, drive pipeline execution, and stay focused on what matters
16 articles
Views overviewLearn about, create, duplicate, and organize Scratchpad views
Customize your 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 viewsLearn the different ways you can share Scratchpad views - direct share, link, organization-wide, and public
Bulk update and export viewsLearn how to bulk update records in Scratchpad and export your views
Zero boards - inbox zero for SalesforceTake 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
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 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
Managing tasksOrganize and manage your tasks seamlessly and never miss a due date again 😉
Creating tasks in ScratchpadDiscover all the different ways you can create Salesforce tasks in Scratchpad - designed to match the way you work.