Get started with Scratchpad

Watch the walkthrough, then sign in with Salesforce. If your company is new to Scratchpad, your Salesforce admin approves it once. See the admin steps.

Three steps to get set up

  1. 1

    Go to app.scratchpad.com

    Use the web app, or add the Chrome extension for Scratchpad in every new tab.

  2. 2

    Sign in with Salesforce

    Log in as you normally would. Scratchpad uses your existing Salesforce permissions.

  3. 3

    Check your email for instructions

    Look for an email from Scratchpad with next steps for your workspace.

Seeing an “OAuth App Blocked” error? That means your Salesforce admin needs to approve Scratchpad first. Admin steps below.

For Salesforce admins

Approve Scratchpad for your team

A one-time setup in Salesforce that lets everyone on your team sign in.

  1. Install Scratchpad as a connected app

    In Salesforce, go to SetupAppsConnected AppsConnected Apps OAuth UsageScratchpadInstall

    Not in the list? Enable Approve Uninstalled Connected Apps on your profile, sign in once at app.scratchpad.com, and Scratchpad will appear.

  2. Let your team sign in

    Click Manage App Policies and set Permitted Users to All users may self-authorize.

  3. Invite your team

    In Scratchpad, go to SettingsMembersInvite Member, or share a view with teammates.

Not the admin?

Send the setup steps to your admin

We'll write the message. Pick where to send it.

Email via GmailEmail via Outlook

Questions? Email support@scratchpad.com or book a free 1:1 onboarding session.