Views
Create views to update Salesforce data, drive pipeline execution, and stay focused on what matters
17 articles
- Views overviewLearn how to 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
- AI action trayLearn how to use the AI action tray to view highlights, see your next scheduled meeting, and open the AI suggestions sidebar
- 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 record 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
- Creating tasks in ScratchpadDiscover all the different ways you can create Salesforce tasks in Scratchpad - designed to match the way you work.
- Managing tasksOrganize and manage your tasks seamlessly and never miss a due date again đ