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!