# Scratchpad Help Center

> Welcome to Scratchpad's Help Center!

## Setup & support

- [Sign up for Scratchpad](https://help.scratchpad.com/en/articles/4988024-sign-up-for-scratchpad.md): Learn how to sign up and schedule a 1:1 session with our team
- [Customize your Scratchpad experience](https://help.scratchpad.com/en/articles/5052829-customize-your-scratchpad-experience.md): Learn how to customize Scratchpad to your liking - navigation bar, background, theme, shortcuts, and more
- [Adding custom objects to Scratchpad](https://help.scratchpad.com/en/articles/3835962-adding-custom-objects-to-scratchpad.md): Learn how to add custom Salesforce objects to your Scratchpad instance
- [Support](https://help.scratchpad.com/en/articles/8470267-support.md): We're here for you! Learn how to contact us for support
- [Gong integration](https://help.scratchpad.com/en/articles/10806077-gong-integration.md): Learn more about Scratchpad's Gong integration
- [Zoom integration](https://help.scratchpad.com/en/articles/8673362-zoom-integration.md): Learn more about Scratchpad's Zoom integration
- [Outlook integration](https://help.scratchpad.com/en/articles/10825660-outlook-integration.md): Learn more about Scratchpad's Outlook integration
- [Slack integration](https://help.scratchpad.com/en/articles/12501397-slack-integration.md): Learn more about Scratchpad's Slack integration
- [Google integration](https://help.scratchpad.com/en/articles/5002544-google-integration.md): Set up and use the Google integration to access Gmail and Calendar data directly in Scratchpad
- [Using Scratchpad in your Google calendar](https://help.scratchpad.com/en/articles/6338029-using-scratchpad-in-your-google-calendar.md): Learn how to create tasks, notes, and contacts that sync to Salesforce - directly from your Google calendar
- [View emails in Scratchpad](https://help.scratchpad.com/en/articles/11403958-view-emails-in-scratchpad.md): Learn how to view synced Gmail conversations, directly from within Scratchpad

## Purchasing & managing Scratchpad

- [Plans and AI credits](https://help.scratchpad.com/en/articles/9875720-plans-and-ai-credits.md): Learn more about current plans and AI credit utilization
- [Purchasing Scratchpad in-product](https://help.scratchpad.com/en/articles/7880784-purchasing-scratchpad-in-product.md): Learn how to upgrade your Scratchpad subscription via self-serve
- [Scratchpad subscription management](https://help.scratchpad.com/en/articles/8425966-scratchpad-subscription-management.md): Learn how to manage your Scratchpad subscription - plan, billing, seats, and credits
- [Managing members](https://help.scratchpad.com/en/articles/8827854-managing-members.md): Learn about the different access types, and how admins can manage member type, plan, and role in Scratchpad

## AI use-case library

- [Auto-draft updates to Salesforce fields](https://help.scratchpad.com/en/articles/11725325-auto-draft-updates-to-salesforce-fields.md): Keep Salesforce fields accurate and complete - without pulling reps out of their workflow.
- [Backfill missing or outdated Salesforce fields with AI](https://help.scratchpad.com/en/articles/11731068-backfill-missing-or-outdated-salesforce-fields-with-ai.md): Keep Salesforce aligned with your process by filling in the gaps from past calls and emails - instantly, and at scale.
- [Pre-call prep without the guesswork](https://help.scratchpad.com/en/articles/12044051-pre-call-prep-without-the-guesswork.md): Quickly get up to speed before every meeting with a structured pre-call summary - built from the full deal history, not scattered notes.
- [Draft post-call follow-up emails in seconds](https://help.scratchpad.com/en/articles/11898456-draft-post-call-follow-up-emails-in-seconds.md): Create high quality follow-up emails that are tailored to your voice, calls, and workflow - all in one click.
- [Qualify opportunities consistently with AI](https://help.scratchpad.com/en/articles/11730757-qualify-opportunities-consistently-with-ai.md): Apply your qualification framework instantly with Scratchpad AI - so reps can focus on the right deals, without waiting for manager input.
- [Quickly assess deals against your sales methodology](https://help.scratchpad.com/en/articles/11956560-quickly-assess-deals-against-your-sales-methodology.md): Evaluate deals against MEDDPICC, SPICED, or your custom framework - using context pulled from calls, emails, notes, and Salesforce data
- [One-click executive summaries](https://help.scratchpad.com/en/articles/11878044-one-click-executive-summaries.md): Deliver clear, compelling executive summaries in seconds to drive alignment and accelerate decisions.
- [Capture accurate closed lost reasons with AI](https://help.scratchpad.com/en/articles/12194766-capture-accurate-closed-lost-reasons-with-ai.md): Scratchpad auto-captures closed lost reasons from call transcripts and emails - backfilling past deals and updating future ones - so sellers gain more time to sell and Salesforce stays complete and...
- [Run sharper deal reviews by surfacing risks early](https://help.scratchpad.com/en/articles/12293767-run-sharper-deal-reviews-by-surfacing-risks-early.md): Spot objections, blockers, and gaps early - with structured insights pulled directly from what customers actually said in calls, emails, and from Salesforce data.
- [Instant call coaching with custom AI prompts](https://help.scratchpad.com/en/articles/11725307-instant-call-coaching-with-custom-ai-prompts.md): AI-powered call coaching in one click - driven by your process, built for reps, and easy to scale.
- [Shift deal reviews from status to strategy](https://help.scratchpad.com/en/articles/12089012-shift-deal-reviews-from-status-to-strategy.md): Evaluate deals with confidence, using data pulled directly from your sales cycle - not memory
- [Flawless handoffs from sales to post-sales](https://help.scratchpad.com/en/articles/11725015-flawless-handoffs-from-sales-to-post-sales.md): Deliver consistent, accurate, and timely handoff notes without the manual lift

## AI agents & call recording

- [AI CRM Updates](https://help.scratchpad.com/en/articles/10087953-ai-crm-updates.md): Learn how to set up AI prompts to auto-update Salesforce fields, and use AI Backfill for retroactive updates
- [Ask AI](https://help.scratchpad.com/en/articles/11117598-ask-ai.md): Learn how to use Ask AI to uncover deal insights, accelerate follow-ups, and generate high-impact sales assets
- [✨ Prompt optimization guide](https://help.scratchpad.com/en/articles/11895447-prompt-optimization-guide.md): Tips and examples for writing clear, effective prompts that guide Scratchpad AI to deliver high-quality outputs
- [Call recording methods and preferences](https://help.scratchpad.com/en/articles/8800460-call-recording-methods-and-preferences.md): Learn more about the different call capture methods, setup, and managing recording preferences
- [Clips, playlists, and search](https://help.scratchpad.com/en/articles/9056649-clips-playlists-and-search.md): Learn how to create and share clips, organize calls into playlists, and search in calls
- [Scratchpad Notetaker \(desktop app and bot\)](https://help.scratchpad.com/en/articles/11789977-scratchpad-notetaker-desktop-app-and-bot.md): Record and transcribe meetings using Scratchpad's recording bot or desktop app

## Views

- [Views overview](https://help.scratchpad.com/en/articles/4292297-views-overview.md): Learn how to create, duplicate, and organize Scratchpad views
- [Customize your views](https://help.scratchpad.com/en/articles/3798918-customize-your-views.md): Learn about the different ways to customize your views - fields, filters, highlights, grouping, and more!
- [Expanded View and Tiles](https://help.scratchpad.com/en/articles/6584756-expanded-view-and-tiles.md): Expand records for a deeper inspection and create shortcuts to common workflows with Tiles
- [AI action tray](https://help.scratchpad.com/en/articles/12119718-ai-action-tray.md): Learn how to use the AI action tray to view highlights, see your next scheduled meeting, and open the AI suggestions sidebar
- [Favorite views or folders](https://help.scratchpad.com/en/articles/9796693-favorite-views-or-folders.md): Pin your most-used views or folders to the top of your sidebar for easy access
- [Sharing views](https://help.scratchpad.com/en/articles/5268797-sharing-views.md): Learn the different ways you can share Scratchpad views - direct share, link, organization-wide, and public
- [Bulk update and export views](https://help.scratchpad.com/en/articles/5659541-bulk-update-and-export-views.md): Learn how to bulk update records in Scratchpad and export your views
- [Zero boards - inbox zero for Salesforce](https://help.scratchpad.com/en/articles/9174455-zero-boards-inbox-zero-for-salesforce.md): Take action on non-compliant deals to maintain data hygiene
- [Create custom Scratchpad fields](https://help.scratchpad.com/en/articles/9431955-create-custom-scratchpad-fields.md): Learn how to create and manage custom fields that are only available in Scratchpad
- [Edit and customize views shared with you](https://help.scratchpad.com/en/articles/5032503-edit-and-customize-views-shared-with-you.md): Duplicate a view that has been shared with you to customize and make it your own!
- [Manage shared views and tiles](https://help.scratchpad.com/en/articles/8813267-manage-shared-views-and-tiles.md): Learn how admins can manage shared views and tiles in Scratchpad
- [View record change history](https://help.scratchpad.com/en/articles/3999783-view-record-change-history.md): Inspect deeper with a full audit history of changes for every record and object
- [Create a view when you are not the record owner](https://help.scratchpad.com/en/articles/6457945-create-a-view-when-you-are-not-the-record-owner.md): Learn how to surface records in your Scratchpad view, even if you aren't the owner
- [Increase sales team collaboration with tiles](https://help.scratchpad.com/en/articles/7234996-increase-sales-team-collaboration-with-tiles.md): Learn how to improve handoffs and streamline sales team collaboration with Scratchpad tiles
- [Avoid error messages by adding required fields](https://help.scratchpad.com/en/articles/6753476-avoid-error-messages-by-adding-required-fields.md): Add required fields to your view or tile to avoid error messages related to Salesforce rules and validations
- [Creating tasks in Scratchpad](https://help.scratchpad.com/en/articles/3872169-creating-tasks-in-scratchpad.md): Discover all the different ways you can create Salesforce tasks in Scratchpad - designed to match the way you work.
- [Managing tasks](https://help.scratchpad.com/en/articles/6454931-managing-tasks.md): Organize and manage your tasks seamlessly and never miss a due date again 😉

## Command 

- [Scratchpad Command \(CMD/CTRL+J\)](https://help.scratchpad.com/en/articles/4759682-scratchpad-command-cmd-ctrl-j.md): Use Scratchpad Command anywhere on the web for the fastest possible way to update or create Salesforce records
- [Troubleshooting Command](https://help.scratchpad.com/en/articles/5614186-troubleshooting-command.md): Having trouble with Command? Learn how to troubleshoot CMD+J
- [Creating with Scratchpad Command](https://help.scratchpad.com/en/articles/7039341-creating-with-scratchpad-command.md): Command is the most efficient way to create records like Tasks, Contacts, Opportunities, Accounts, and Activities like logging a call

## Hygiene Monitoring System

- [Creating hygiene dashboards](https://help.scratchpad.com/en/articles/10923389-creating-hygiene-dashboards.md): Learn how to build Hygiene Dashboards to track trends and measure process compliance at all levels
- [Using hygiene dashboards](https://help.scratchpad.com/en/articles/9787148-using-hygiene-dashboards.md): Learn how to use Hygiene Dashboards to identify and resolve issues affecting your CRM health

## Notes

- [Notes overview](https://help.scratchpad.com/en/articles/6589045-notes-overview.md): Learn how to create, view, format, sync, and organize your Notes!
- [Update Salesforce fields directly from your notes](https://help.scratchpad.com/en/articles/5482163-update-salesforce-fields-directly-from-your-notes.md): Learn how to update fields right from your Scratchpad Notes, using Tiles
- [Sharing notes & viewing team's notes](https://help.scratchpad.com/en/articles/6355101-sharing-notes-viewing-team-s-notes.md): Learn how to share notes and find your team's notes for improved visibility and collaboration
- [Folders for upcoming calls and unfinished notes](https://help.scratchpad.com/en/articles/6364895-folders-for-upcoming-calls-and-unfinished-notes.md): Be prepared, proactive, and on top of needed action items with Notes!
- [Pre-call & post-call Tile for your notes](https://help.scratchpad.com/en/articles/6387624-pre-call-post-call-tile-for-your-notes.md): Create a tile to quickly see and record the information you need before and after a call.
- [Hand-written notes and updates](https://help.scratchpad.com/en/articles/6515221-hand-written-notes-and-updates.md): With the help of your tablet and stylus, hand write notes and field updates in Scratchpad!

## Automations

- [Automations overview](https://help.scratchpad.com/en/articles/8729074-automations-overview.md): Learn about change-based, scheduled, and slack Automations
- [Deal room automations](https://help.scratchpad.com/en/articles/8646748-deal-room-automations.md): Learn how to automatically create deal room channels in Slack for better pipeline visibility and cross-team collaboration
- [Automations gallery for sales reps](https://help.scratchpad.com/en/articles/6272811-automations-gallery-for-sales-reps.md): Automated deal alerts to help your team stay on top of their pipeline

## FAQ

- [What Salesforce editions are supported?](https://help.scratchpad.com/en/articles/5053435-what-salesforce-editions-are-supported.md): Learn which Salesforce editions are supported by Scratchpad
- [Why didn't my Scratchpad update save to Salesforce?](https://help.scratchpad.com/en/articles/15647909-why-didn-t-my-scratchpad-update-save-to-salesforce.md): Learn why a change made in Scratchpad may not be reflecting in Salesforce
- [How do I update to the latest version of Scratchpad?](https://help.scratchpad.com/en/articles/2766166-how-do-i-update-to-the-latest-version-of-scratchpad.md): Learn how to update to the latest version of Scratchpad's Chrome Extension
- [Why isn't my Salesforce configuration update showing up in Scratchpad?](https://help.scratchpad.com/en/articles/7177167-why-isn-t-my-salesforce-configuration-update-showing-up-in-scratchpad.md): Learn how to get recent Salesforce updates, like new fields or configuration changes, to populate in Scratchpad
- [Why am I seeing an "OAuth App Blocked" error in Scratchpad?](https://help.scratchpad.com/en/articles/12257698-why-am-i-seeing-an-oauth-app-blocked-error-in-scratchpad.md): Learn why OAuth errors appear in Scratchpad and how Salesforce Admins can fix them
- [How can I get into the correct Salesforce instance and manage multiple instances?](https://help.scratchpad.com/en/articles/8451176-how-can-i-get-into-the-correct-salesforce-instance-and-manage-multiple-instances.md): Learn how to get into your desired instance and manage multiple SFDC instances
- [Why am I seeing a "Salesforce API request limit exceeded" error?](https://help.scratchpad.com/en/articles/3514153-why-am-i-seeing-a-salesforce-api-request-limit-exceeded-error.md): Learn why you are receiving the "TotalRequests limit exceeded" error in Scratchpad
- [How can I invite someone to Scratchpad?](https://help.scratchpad.com/en/articles/5350216-how-can-i-invite-someone-to-scratchpad.md): Learn how to invite colleagues or friends to use Scratchpad
- [How can I use Scratchpad with dialers?](https://help.scratchpad.com/en/articles/6005221-how-can-i-use-scratchpad-with-dialers.md): Do you use a dialer? Click-to-dial directly from Scratchpad grid views!
- [Overview for legal, security, & IT](https://help.scratchpad.com/en/articles/6515331-overview-for-legal-security-it.md): For all your legal, security, and IT questions!
- [How do I report vulnerability & bugs?](https://help.scratchpad.com/en/articles/3423687-how-do-i-report-vulnerability-bugs.md): Learn how to report bugs and vulnerabilities to our team
- [How do I delete my account?](https://help.scratchpad.com/en/articles/3412852-how-do-i-delete-my-account.md): Learn how to remove your Scratchpad account or revoke access to Salesforce