Notes

Tips and FAQs for working with the Scratchpad Notes

P O Diane Garcia avatar +5
10 articles in this collection
Written by Pouyan Salehi, Oscar-Wyett Moore, Diane Garcia and 5 others

Accessing your Notes from Anywhere on the Web

Do you ever wish you could access a note from a previous call while on another website? In Scratchpad, you can!
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Written by Cassie Adkins
Updated this week

Create a note from Google Calendar

In this article you will learn how to create a note from Google Calendar
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Written by Oscar-Wyett Moore
Updated over a week ago

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
Olivia Lynn avatar
Written by Olivia Lynn
Updated over a week ago

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.
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Written by Maddy Low
Updated yesterday

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

Organizing your Scratchpad Notes

So you can always find what you need.
Diane Garcia avatar
Written by Diane Garcia
Updated over a week ago