Scratchpad

Learn how to create, view, format, sync, and organize your Notes!

Scratchpad Notes Overview

Have questions around Scratchpad Notes? Fear not, we're here to help!

Tips and FAQs for working with the Scratchpad Notes

Keep on top of Salesforce data entry by updating fields during or right after your meeting using Tiles

Provide your colleagues access to your notes for better collaboration on opportunities, accounts, campaigns, etc in seconds!

With the help of your tablet and stylus, hand write notes and pipeline updates in Scratchpad!

Using cards in notes allows you to access enablement information without disrupting your workflow!

Be prepared, proactive, and on top of needed action items with Notes!

Create a tile to quickly see and record the information you need before and after a call.

Never lose a note shared by a colleague again!

Explore some of the great ways to organize your notes in Scratchpad

Using keyboard shortcuts to get back deleted note material.

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