Scratchpad's Workflow Tiles enable you to create shortcuts to your Salesforce fields and data. Whether you're an AE optimizing your workflow, a Manager inspecting deals, or RevOps driving process compliance, Workflow Tiles are the fastest experience to view opportunities, manage pipeline, follow processes.
With organizational and role-based tiles, you can simplify workflows to reduce the number of clicks and tabs needed for your reps to make updates fast and progress deals to closed won.
Instead of searching through complex reports or opportunity page layouts in Salesforce, you can easily and quickly inspect deals in open pipeline directly from Kanban or Grid Views. Simply, access the expanded tile views and the information you need is just one click away.
Workflow Tiles are efficient shortcuts that are linked to opportunities and accounts. They assist your sales team in creating and updating the necessary fields to remain compliant with your sales methodology and processes.
Instead of searching, scrolling, and clicking in Salesforce to create or update information, reps can access shortcuts to the most important set of fields at a glance by pinning Workflow Tiles they use the most.
With Scratchpad Command, reps, managers, and leaders can access and update Salesforce and their workflows from their favorite web apps or even within Salesforce itself. Simply use (CMD+J on Mac or CTRL+J on PC) to create new records or search opportunities, accounts, contacts, or leads all in just one-click.
