6 articles
Making Shared and SFDC Views Your OwnTake a view that has been shared with you and make it you own!
Bulk Update and Export ViewsLearn how to use Scratchpad to bulk update records or export them as a CSV
Using Scratchpad with DialersDo you use a dialer? Click-to-Dial directly from Scratchpad Gridviews!
Audit Trail - Tracking UpdatesLearn how to track change history in Scratchpad in the Pipeline and Expanded View
Using your Custom ObjectsOne more step towards making your workspace personal with the addition of a Custom Object!
Scratchpad Zero BoardsTake action on non-compliant deals to maintain data hygiene