Sharing the Link to a View
Navigate to Pipeline
Click the lock icon in the top-right of your desired view
Click Copy Link under Share 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, and users can duplicate the view to make changes
Sharing a View with Specific Roles
Navigate to Pipeline
Click the lock icon in the top-right of your desired view
Select Role and select the Roles you'd like to share with
This view will now be visible to Scratchpad users in your selected Roles under SHARED WITH ME within the Pipeline sidebar
Sharing a View with Everyone at your Organization
Navigate to Pipeline
Click the lock icon in the top-right of your desired view
Select Organizational
This view will now be visible to all Scratchpad users under SHARED WITH ME within the Pipeline sidebar
Sharing a View Externally
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.
Navigate to Pipeline
Click the lock icon in the top-right of your desired view
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