Notes
The easiest way to create, update, share, and sync your sales notes with Salesforce
6 articles
Notes overviewLearn how to create, view, format, sync, and organize your Notes!
Update Salesforce fields directly from your notesLearn how to update fields right from your Scratchpad Notes, using Tiles
Sharing notes & viewing team's notesLearn how to share notes and find your team's notes for improved visibility and collaboration
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.
Hand-written notes and updatesWith the help of your tablet and stylus, hand write notes and field updates in Scratchpad!