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How can I invite someone to Scratchpad?

Learn how to invite colleagues or friends to use Scratchpad

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 Settings 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.

FAQ


Can I remove a pending invite?

Pending invites can't be removed as of today. If the invited user is no longer with your company, they won't be able to sign in without valid Salesforce credentials, so the invite won't grant them access. Scratchpad sends a maximum of 2 reminder emails for pending invites.


Curious to learn more? Schedule a 1:1 session with our team!

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