Best Practices
6 articles
Edit and Customize Views Shared With YouDuplicate a view that has been shared with you to customize and make it your own!
Manage Shared Views and TilesLearn how Admins can manage shared Views and Tiles in Scratchpad
View Change HistoryInspect deeper with a full audit history of changes for every record and object
Create a Pipeline View When You Are Not the Record OwnerLearn how to surface records in your Scratchpad View, even if you aren't the owner
Increase Sales Team Collaboration with TilesLearn how to improve handoffs and streamline sales team collaboration with Scratchpad Tiles
Avoid Error Messages by Adding Required FieldsAdd required fields to your View or Tile to avoid error messages related to Salesforce rules and validations