The real power of Pipeline emerges once you start creating and adding views. Choose which fields you want to see filter, group and highlight records and most importantly save all of these table customizations so your colleagues can see exactly what you see. If you have ever used Notion or Airtable, this extremely customizable interface will be very familiar. This includes Opportunities, Accounts, Contacts, Leads and Events. In Pipeline, you can access pretty much every bit of information held within Salesforce. When you first open up Scratchpad and connect your Salesforce account, you would be warranted in thinking “that’s it?” The interface is very simple, and you will only see four tabs, “Home”, “Notes”, “Tasks” and “Pipeline” and two icons, “Calendar” and “Inbox”įinally you have the “Pipeline” tab, that is inarguably the most powerful tab in Scratchpad. Let’s take a deeper dive into what Scratchpad can do for you and your Salesforce organization. The best part is that all this can be shared with your entire team and then synced back to Salesforce so you and your colleagues are not working in a silo. Scratchpad offers an intuitive interface that gives you a daily home base where you can keep track of notes, tasks and get a birds eye view on your entire pipeline. That’s where Scratchpad comes in, as it basically strips out the externalities of Salesforce and hones in on what makes Salesforce so powerful in the first place - the ability to stay on top of your entire pipeline. While we know and love Salesforce for its breadth of features and complexity, we sometime know it can be a little too complex. It’s gaining rapid popularity in the Salesforce world and for good reason. Scratchpad at its core is Google Chrome extension that syncs data from Salesforce into a customized, stripped down interface.
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