Salesforce Lightning and Scratchpad, An In-Depth Comparison 2026

Comparison Summary

Salesforce Lightning: Salesforce Lightning boosts productivity and optimizes operations. Apps can be built quickly to enhance sales and CRM efficiency.

Scratchpad: Scratchpad, the AI-powered workspace for sales teams, eliminates stale spreadsheets and process struggles. Loved by sales teams with 1,400 reviews and a 4.8-star rating on G2.

This comparison report of Salesforce Lightning vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1964 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Lightning and Scratchpad

Salesforce Lightning, Veloxy, Vymo, etc., belong to a category of solutions that help Sales Enablement, whereas Scratchpad, PlanPlus Online, Pipeliner CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Salesforce Lightning covers Workflow Management, Engagement Management with User Generated Content, Communication Management with E-Mail, Advertisement with Website, etc.

Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

Salesforce Lightning and Scratchpad: Best activities based on customer satisfaction


Salesforce Lightning in Action: Unique Activities

What benefits does Salesforce Lightning offer for Workflow Management?
Salesforce Lightning Workflow Management enables users to visually create and customize workflows, automating tasks, approvals, and notifications for various business processes. This feature standardizes processes across offices and can be used to manage cases, opportunities, and orders. Workflow Management is primarily focused on Salesforce data and may not be suitable for more complex automation needs.
"...We have workflows with approvals, automations with tasks, approval rules with cases...." Peer review by Alexis C.
How does Salesforce Lightning facilitate Engagement Management?
Salesforce Lightning Engagement Management provides tools to enhance user interaction, improve data visibility, and automate tasks. It offers a centralized platform for managing customer engagement across various touchpoints. Lightning Engagement Management lacks the ability to directly integrate with all third-party marketing automation platforms.
"...Hera are a few reminders for making the transition work best for your users Engage your front-line users well in advance, and let them experiment with Lightning offline and give feedback on what is and isn t working...." Salesforce Isn t Doing Away with Classic, Is It?
What Are the key features of Salesforce Lightning for Campaign Management?
Salesforce Lightning Campaign Management enables tracking and reporting on campaign performance, including return on investment. nIt offers customizable features, a visually appealing layout, and stronger reporting capabilities, facilitating program management and development analysis. nMarketing professionals can utilize the campaign feature to track outreach opportunities.
"...For example, the Pardot Lightning App allows Pardot to be accessed from within Salesforce and a much sleeker UI, better integrates sales and marketing teams, includes added campaign reporting and strengthens reporting overall...." Ring in 2020 with These Salesforce New Year s Resolutions

Scratchpad in Action: Unique Activities

How can Scratchpad optimize your Forecasting Workflow?
Scratchpad streamlines sales forecasting by simplifying pipeline management and opportunity updates. This tool allows for efficient adjustments to forecasts, saving time and improving accuracy. As a result, sales teams experience increased productivity and a cleaner CRM system.
"...Data cleanliness, Pipeline Management, Workflow Management, Forecasting...." Peer review by Trey K.
What benefits does Scratchpad offer for Pipeline Management?
Scratchpad helps sales professionals manage their pipelines efficiently. nIt streamlines tasks and notes, centralizing information and improving forecasting accuracy. nThis leads to better pipeline visibility for management and saves time for sales teams.
"...Love being able to update and manage my pipeline without having to click to multiple different pages or constantly refresh SFDC...." Peer review by Michael J., Senior Account Executive
How efficiently Does Scratchpad manage your Training & Onboarding?
Scratchpad offers a comprehensive onboarding experience that is tailored to the user's needs. The onboarding process is designed to help new users quickly learn how to use the platform effectively. Scratchpad's customer success team is dedicated to assisting users throughout the onboarding process.
"...Go through the onboarding session!..." Peer review by Corey A.

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction


workflow management


communication management

sending & publishing communications

tracking & monitoring communications


engagement management

engaging and following up



campaign management

campaign analytics


sales document management

proposal & quote management

contract management


training & onboarding




social media management

social media analytics


business development


contact list management

creating contact list



products & pricelist management



account management


opportunity management


conversion management



helpdesk management



pipeline management


sales call management


customer case management






segmentation and targeting



promotion management


discount management


Top Goals

Goals Achieved

  • Acquire customers

  • Improve ROI

  • Increase sales & revenue

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Scale best practices

  • Grow market share

  • Improve stakeholder relations

  • Improve efficiency

  • Launch new products

  • Improve digital and social presence

  • Improve internal communications

  • Improve brand engagement

  • Establish thought leadership

  • See 11 more
  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more

Business Setting

Salesforce Lightning Scratchpad
Peer score 4.0 4.9
Peer insights 824 1140
Top industries
Computer Software 24.0%
Information Technology And Services 22.0%
Human Resources 17.0%
Computer Software 49.0%
Information Technology And Services 18.0%
Financial Services 11.0%
SMB and Mid-Market 74.0% 79.0%
Enterprise 26.0% 21.0%
Pricing Salesforce Lightning

Integrations

Ecosystem partners each product commonly connects with.

News

Latest Salesforce Lightning news

Snaps Specs Get an Enterprise Boost from Salesforce and Nvidia

Salesforce partners with Snap Inc. to integrate its Agentforce AI agents into Snap's Specs augmented-reality glasses for enterprise use. This integration aims to enhance hands-free workplace tasks in various environments, leveraging Salesforce's AI capabilities to provide practical applications for Snap's Specs in the enterprise market.

21/09/2026 - source