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Productivity Software
Scratchpad reviews and summary
Scratchpad is a lightweight, high-speed productivity tool built specifically for Salesforce users. It provides an incredibly fast and convenient way to access, view, and update Salesforce records from anywhere on the desktop without needing to constantly switch to the full Salesforce browser tab. It often appears as a sidebar or pop-out window, enabling quick edits, note-taking, and data lookup. This app is indispensable for sales representatives, account managers, customer service agents, and any power user who spends the majority of their day working inside Salesforce and needs to perform quick data operations with minimal friction. This profile currently shows 4.9/5 based on 92 reviews and ratings.
Best for
This app is indispensable for sales representatives, account managers, customer service agents, and any power user who spends the majority of their day working inside Salesforce and needs to perform quick data operations with minimal friction.
Category
Productivity Software
Vendor
Scratchpad
Key takeaways
Our verdict
Our verdict is that Scratchpad is a must-have utility for serious Salesforce users. Its sheer speed and convenience in performing common tasks can save hours per week, making it one of the most impactful productivity additions for the Salesforce platform.
Quick facts
Scratchpad at a glance
Ratings
Scratchpad ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
Scratchpad pros and cons
Potential strengths
- Eliminates constant window-switching by letting users access and update Salesforce records from a sidebar or pop-out window without leaving their current screen.
- Extremely fast and lightweight design means it works well even on older hardware or for users who keep many applications open at once.
- Makes quick data entry tasks like logging notes, updating fields, or looking up contacts feel nearly instant compared to navigating the full Salesforce interface.
Points to verify
- Confirm that the Salesforce fields and objects your team uses daily are supported in Scratchpad's quick-edit interface before rolling it out broadly.
- Check how Scratchpad handles data that needs to go through Salesforce validation rules or approval processes to avoid unexpected blocks during quick edits.
- Evaluate whether Scratchpad's note-taking and logging features align with your CRM data entry standards, especially if your team follows strict formatting rules.
Buyer fit
Who uses Scratchpad?
This app is indispensable for sales representatives, account managers, customer service agents, and any power user who spends the majority of their day working inside Salesforce and needs to perform quick data operations with minimal friction.
Feature research
Scratchpad features
These are common features buyers compare in Productivity Software. Product-specific availability should be confirmed with the vendor.
Team Collaboration Suite
Features that enable team members to exchange files, message, and co-author projects in real-time.
Database Creation
Tools and features for designing, building, and managing new databases for various applications.
Automated Document Creation
Automate the creation of documents using custom forms to reduce repetitive tasks.
Digital File Distribution
Distribute various digital files and media assets securely among team members.
Note Organization
Enables users to create, edit, and organize multiple notes.
Office Suite Software
A comprehensive collection of productivity applications for document creation, spreadsheets, and presentations.
Design Presentation
Utilities used to demonstrate and share design concepts with stakeholders.
Project Coordination
Organize timelines, budgets, and resources to ensure successful project delivery.
Action Item Tracking
An active registry of project tasks and their current stage of completion.
Team Chat & Collaboration
Facilitate instant communication and collaboration among team members through dedicated chat platforms.
Compare
Scratchpad alternatives
Compare Scratchpad with other Productivity Software tools that buyers often evaluate.
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FAQ
Scratchpad FAQs
Scratchpad is a productivity tool built for Salesforce users that provides a fast way to access, view, and update Salesforce records from the desktop without needing to switch to a full Salesforce browser tab.
It is designed for sales representatives, account managers, customer service agents, and any Salesforce power user who performs quick data operations throughout the day.
No. Scratchpad is a complementary utility that makes it faster to perform common Salesforce tasks. It does not replace Salesforce itself and works alongside it.
Scratchpad typically appears as a sidebar or pop-out window on your desktop, giving you quick access to Salesforce records from anywhere on your screen.
Yes, Scratchpad allows you to view and update existing Salesforce records, make quick edits, take notes, and look up data without navigating to the full Salesforce interface.
Scratchpad connects to your existing Salesforce instance, so it operates within the same security and permission framework your organization has configured.
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