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How Can I Invite Someone to Scratchpad?
How Can I Invite Someone to Scratchpad?

Learn how to invite colleagues or friends to use Scratchpad

Updated this week

Send an Invite


From the Homepage

  1. Select Invite in the bottom-left corner of your Scratchpad homepage

  2. Enter an email address and click Send invite or click Copy link to share your invite link directly

From Settings

  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Members under Workspace

  3. Click Invite Member, enter a name or email address, and click Invite

From a View

  1. Navigate to Views

  2. Click Share in the top-right of your desired view

  3. Search for existing Salesforce users

  4. Add a message, if you'd like, and click Send

  5. The users will receive an invitation to join Scratchpad and will be directed to the View you shared, once they sign up!

What's Next?


After accepting the invite, your invitee will officially be a Scratchpal! Here are some resources to help get them set up for success.


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