Workflow Tiles

Fast shortcuts to your Salesforce fields, data, and workflows

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.

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5-star rating
4.8
from 1,470+ G2 reviews

Create organizational or role-based workflow tiles

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.

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Quickly inspect deals and drill into opportunity details in one click

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.

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Create workflow tiles for better process compliance

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.

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Pin your favorite or most used workflows for speed and simplicity

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.

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Access workflows and create records from your favorite web apps or Salesforce

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.

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“Scratchpad saves me a ton of time on double entry, extra clicks, sifting through Salesforce, and updating spreadsheets. It allows my manager to see what I'm doing in real time so they don't have to ask me about it over slack or in person.“
Christian Barfuss
Account Executive, Divvy
“Scratchpad has solved my #1 problem as a rep – PIPELINE HYGIENE. You can jump into any opp and change close dates, next steps and opp amounts from your entire pipeline list AT ONCE. No more opening 50 tabs to update pipeline 1 opp at a time.“
Matt Lefrandt
New Business, Route

The category leader in pipeline management. Trusted by top performing sales teams worldwide.

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