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Customizing and Updating your Sheets
Updated over a week ago


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 how to update Salesforce with more advanced actions that go 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 updating flow

  • Perform bulk updates on multiple fields simultaneously

  • Create a new record in Salesforce, including Opportunities, Accounts, Contacts, and more

Give it a try!

Personalize your own sheets at


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