Snapshot
Continue to About ↓- What it does
- A spreadsheet-style interface for working with Salesforce data, letting revenue teams view and edit pipeline in sheets or Kanban, bulk-update records, and save sales notes that write back to Salesforce.
More detail
- It does not replace Salesforce — Salesforce remains the system of record, and Scratchpad is the interface your team works in.
- Best for
- Sales reps, managers, and RevOps teams already on Salesforce who want faster pipeline editing, deal change tracking, bulk record cleanup, and notes that save to the right Salesforce record.
- Pricing
- $20 per user per month billed monthly, or $16 per user per month billed annually (20% savings).
More detail
- A 30-day free trial includes every feature for the whole team.
- All listed features are included in that price.
- Terms allow additional fees for functionality beyond an order form or for extra seats/credits
- Main limitation
- Teams not using Salesforce, since Scratchpad works only with Salesforce.
More detail
- Also a poor fit for fully automated CRM updating with no human in the loop or for Salesforce administration work, which stays in Salesforce Setup.
- Record
- Living and monitored
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- A spreadsheet-style interface for working with Salesforce data, letting revenue teams view and edit pipeline in sheets or Kanban, bulk-update records, and save sales notes that write back to Salesforce.
- It does not replace Salesforce — Salesforce remains the system of record, and Scratchpad is the interface your team works in.
What it helps with
- Reps duplicate notes and deal details across spreadsheets and side apps instead of Salesforce, leaving the CRM incomplet
- Leaders lack accurate pipeline and forecast visibility and spend one-to-ones policing data hygiene instead of coaching.
- Updating deals one record at a time in Salesforce Lightning is slow, so updates get skipped.
- Missing next steps, stale close dates, and empty fields accumulate because cleanup is tedious.
- Managers cannot easily see what changed on a deal without chasing reps.
- Salesforce does not natively show field history for long-text fields.
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| Sheets and Kanban | Yes | Every Salesforce object in a fast, editable grid or Kanban board. |
| Unlimited views, filters, groups, and highlights | Yes | Included in the single plan; highlights surface what moved on stage, close date, next step, and amount. |
| Bulk updates | Yes | Update many records at once from one view. |
| Notes synced to Salesforce | Yes | Free-form sales notes save to the correct Salesforce record. |
| Field history and audit trail | Yes | Includes history for long-text fields Salesforce does not natively track. |
| HUD Chrome extension | Yes | One keyboard shortcut brings Salesforce data to any website or web app. |
| Inherits Salesforce permissions and rules | Yes | Permissions, validation rules, field-level security, and record-type layouts carry over; optional managed package provisions per user profile. |
| Named integrations | Limited | Salesforce, Gmail, and calendar only per reviewed pages. |
| Non-Salesforce CRM support | No | Maker states Scratchpad works only with Salesforce. |
| Security and compliance | Yes | SOC 2 Type 2 with continuous monitoring, GDPR and CCPA aligned, encryption in transit and at rest, annual third-party penetration testing, Salesforce OAuth and SSO. |
Bot trust
How confidently AI systems can verify this profile from public evidence.
—of 100
ChatGPT—/100
Claude—/100
This profile has not completed a Bot Score assessment yet.
Evidence
Where this record came from, when it was reviewed, and how confidently it can be used.
- Verification
- Scribble researched these facts from the linked public sources.
- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- scratchpad.com
Technical profile details
Record ID
976861c1-fecf-4de3-a66f-31bb28c9859bCanonical URLhttps://profiles.scribble.network/listing/scratchpad-976861c1