Summary
In this short video, you'll see how to customize PeopleGlass sheets so they are personalized to your needs and workflows. You'll also learn to update Salesforce with more advanced actions beyond updating single fields.
What you'll learn:
Add custom columns that don't get synced back to Salesforce (e.g., personal notes field)
Filter the data in your sheets to show exactly what you want to see
Sort columns to improve readability and the updating flow
Perform bulk updates on multiple fields simultaneously
Create a new record in Salesforce, including Opportunities, Accounts, Contacts, and more
Have more questions? Please contact our People.ai Support here.