Notes

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

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.

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

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

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

Written by Joey Rockman
Updated over a week ago

Formatting in notes

Bullets, numbered lists, font size, bold, and more

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