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Scratchpad Notes
Learn more on syncing your notes to SFDC, note-taking best practices, and more
9 articles
Update Salesforce Fields Directly From Your NotesKeep on top of Salesforce data entry by updating fields during or right after your meeting using Tiles
Scratchpad Notes OverviewLearn how to create, view, format, sync, and organize your Notes!
Share Notes with Teammates/ManagersProvide your colleagues access to your notes for better collaboration on opportunities, accounts, campaigns, etc in seconds!
How to View your Team's Notes in ScratchpadWant visibility to your team's Notes in Scratchpad? Follow along for some best practices!
Saving Notes Shared with YouNever lose a note shared by a colleague again!
Folders for Upcoming Calls and Unfinished NotesBe prepared, proactive, and on top of needed action items with Notes!
Pre-Call & Post-Call Tile for Your NotesCreate a tile to quickly see and record the information you need before and after a call.
Undo in NotesUsing keyboard shortcuts to get back deleted note material.
Hand Written Notes and UpdatesWith the help of your tablet and stylus, hand write notes and pipeline updates in Scratchpad!