PeopleGlass Glossary

Although PeopleGlass is incredibly easy to use, some terms may be unfamiliar, especially if you're not a heavy Salesforce user.

Not to worry! The list below covers the most common terms.

Still unsure about something? Contact us via live chat in PeopleGlass or email support@people.ai.
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A custom object is any object that didn't come in Salesforce's default setup. Instead, a Salesforce admin created this object manually. PeopleGlass automatically syncs custom objects if you have any sheets with custom objects.
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You can filter your sheets to only show specific records and create a customized view of your Salesforce data. We use a Salesforce scope to set predefined filters, such as My Accounts or My Team's Opportunities.
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You can turn on filter groups through the filter modal to use "and/or" logic and create groups of filters for more complex filtering.
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Objects are database tables that allow you to store data specific to the organization in Salesforce. Within PeopleGlass, we display these objects in a sheet view. Examples of objects are Accounts, Contacts, Opportunities, and Leads.
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Users can comment on any field they can access in Salesforce within PeopleGlass and tag team members by mentioning @name. Comments are public, so anyone with access to the field can see the comment if they have the record on their sheet.
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Custom columns are fields within PeopleGlass that do not sync back to Salesforce. They can be used for private notes, linking info to opportunities, resource allocation, etc. If you share a sheet with private columns, whoever you share it with will have view and edit access to your private columns.
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Related objects are objects that are linked together. For example, opportunities linked to an account object are considered related objects.
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When your Salesforce admin changes your Salesforce instance, it may not be synced immediately with PeopleGlass. To ensure that your PeopleGlass instance matches your Salesforce user profile, we suggest that you apply the refresh connection feature in PeopleGlass.
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We display Salesforce data through a 'sheet" view where you can easily create and update sheets that sync instantly with Salesforce. Sheets are tied to Salesforce objects, such as Accounts, Leads, and Opportunities. You can create custom views based on a specific object or pull in existing Salesforce Lists to use as templates.
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If you want to display your sheet in alphabetical or descending/ ascending order based on specific fields or columns, you can sort your sheet by individual columns.
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A standard object is any object available in Salesforce's default setup, such as Accounts, Opportunities, Contacts, and Leads.