Best practices
8 articles
- Edit and customize views shared with youDuplicate a view that has been shared with you to customize and make it your own!
- Manage shared views and tilesLearn how admins can manage shared views and tiles in Scratchpad
- View record change historyInspect deeper with a full audit history of changes for every record and object
- Create a view when you are not the record ownerLearn how to surface records in your Scratchpad view, even if you aren't the owner
- Increase sales team collaboration with tilesLearn how to improve handoffs and streamline sales team collaboration with Scratchpad tiles
- Avoid error messages by adding required fieldsAdd required fields to your view or tile to avoid error messages related to Salesforce rules and validations
- Creating tasks in ScratchpadDiscover all the different ways you can create Salesforce tasks in Scratchpad - designed to match the way you work.
- Managing tasksOrganize and manage your tasks seamlessly and never miss a due date again đ