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 following information is everything you need to know to get started.

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.

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 enter your Salesforce credentials as you normally would to log in.
​
If you'd like to connect to a sandbox account, click the Click here link below the large blue button to start the sandbox authentication process.

3. If your organization uses a third-party authentication provider, such as Okta, for logging into Salesforce, ensure that you click Use Custom Domain on the Salesforce login page and enter your company's custom domain to proceed.

Note: If you don't know your organization's custom domain, you can log in to Salesforce directly through your company's third-party authentication 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.

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