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Tips and FAQs for working with the Scratchpad Notes
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8 articles in this collection
Written by
Pouyan Salehi,
Oscar-Wyett Moore,
Diane Garcia
and 4 others
2 ways to get Scratchpad Notes into Salesforce
Learn how to link and push your notes to Salesforce
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Written by
Oscar-Wyett Moore
Updated over a week ago
Linking Notes to Multiple Objects
In 1-minute learn how to link your notes to more than one object in Salesforce.
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Written by
Sam Brewer
Updated over a week ago
Creating and using Note Templates
Learn how to create and use templates in Scratchpad Notes
Written by
Olivia Lynn
Updated this week
View and Create Notes from Scratchpad Command
Create New Notes and View Existing Notes from Scratchpad Command
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Written by
Joey Rockman
Updated over a week ago
Update Salesforce fields directly from your Notes
Keep on top of Salesforce data entry by updating fields during or right after your meeting using Tiles
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Written by
Maddy Low
Updated this week
Create and Manage Folders in Notes
Stay organized and help minimize search time by creating folders within your Scratchpad Notes
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Written by
Joey Rockman
Updated over a week ago
Formatting in notes
Bullets, numbered lists, font size, bold, and more
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Written by
Pouyan Salehi
Updated over a week ago
Sorting Scratchpad Notes
Customize your notes to always find what you need!
Written by
Diane Garcia
Updated over a week ago