Overview

PeopleGlass is a lightweight tool that enables lightning-quick editing and updating of Salesforce records, all within an easy-to-use interface. The best part? Getting started only takes a few clicks.

Whether you prefer to use the PeopleGlass web application or Chrome extension, the below information is everything you need to know to get started.

Prerequisites

Make sure you have a valid Salesforce User License with API access. PeopleGlass works by authenticating into your Salesforce environment, so a license is required to establish that connection. Don't currently have a Salesforce license? No problem! Contact your IT team to receive a license or upgrade.

Web Application Installation

1. Navigate to glass.people.ai/.

2. If you intend to connect to a standard production (non-sandbox) Salesforce account, start by clicking the large blue Continue with Salesforce button. From there, simply fill in your Salesforce credentials as you normally would to log in.

2b. If you'd like to connect to a sandbox account, use the Click here link below large blue button to start the sandbox authentication process.

3. If your organization uses a third-party auth provider such as Okta for logging into Salesforce, make sure to click Use Custom Domain on the Salesforce login page and enter your company's custom domain to continue.

3b. Alternatively, if you don't know your organization's custom domain, you can log into Salesforce directly through your company's third-party auth service, then return to PeopleGlass.

4. Once you've logged into Salesforce using this method, you should see your username saved when you go through the PeopleGlass authentication flow.

Removing PeopleGlass

Log out of your account. If you are using the web app, that's it! PeopleGlass does not store any Salesforce data and does not require additional configuration to use.

Need help? Drop us a line on Intercom within our app.