Access Types
Full access
Can edit data, share, and configure view. Admins have full access to shared views by default
Read & write
Can edit data, but not share or configure view
Direct Share
Navigate to Views
Click Share in the top-right of your desired view
Search for names of Scratchpad Members, Roles, or Salesforce users
Non-Scratchpad users will receive an invitation to join
Choose their Access Type
Once shared, the view will be visible to these members or roles under Shared with me within the Pipeline sidebar
Sharing the Link to a View
Navigate to Views
Click Share in the top-right of your desired view
Click Copy Link
Users will be prompted with a message to Save to view list upon clicking the link
This view will now be visible under My Views within the Pipeline sidebar
Sharing a View with Everyone at your Organization
Navigate to Views
Click Share in the top-right of your desired view
Use the drop-down to select Organization
Choose their Access Type
This view will now be visible to all Scratchpad users under Shared with me within the Pipeline sidebar
Sharing a View Publicly
Easily collaborate with anyone, including users external to your SFDC instance! Public views display live data and can be exported, but are read-only and password protected to ensure data security. Public views will also be shared Organizationally.
Navigate to Views
Click Share in the top-right of your desired view
Use the drop-down to select Public
Copy the Password for External Users, and the link to the view
This view will now be visible to anyone with the link and password
Users that are already signed into Scratchpad will not need the password
To revoke access, simply generate a new password or disable the public view