Sheets

PeopleGlass displays Salesforce records in a row format. Each row is a unique record in Salesforce. Salesforce fields are displayed in a column format. Each column is a unique field in Salesforce.
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Quickly make updates to data directly in PeopleGlass by double-clicking on a cell. Any changes made will get saved and automatically synced back to Salesforce.
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Filters enable you to narrow down the scope of your data and create customized views based on what's important.
Within PeopleGlass, you can easily create Sheets of "My Opportunities", "My Team's Accounts", and more by first applying a filter to determine scope and applying additional filters as needed.
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Sort multiple columns at once by either clicking on the Sort icon at the top left of the sheet next to the "Filters" icon, clicking on the three dots at the column header, or simply clicking on the column name.
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Search for specific records on a Sheet by typing in keywords from any field on the sheet.
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Easily add and remove fields on a sheet based on what data is most important.
If you do not see the fields that you want, add them to your Sheet by clicking the + button at the far right of your sheet.
Alternatively, if there are fields you do not need, click on the three dots at the top of each column header to remove them.
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Comments enable teams to work asynchronously and stay up-to-date on the latest changes to their pipelines. To add a comment, right-click on any field and click the Comment button.
Users can also tag and mention their team members by typing @name in the comment thread. When doing so, please ensure the tagged teammate has access to your Sheet.
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Custom columns are PeopleGlass fields that are unique to the Sheets you create, and do not sync back to Salesforce. You can create custom columns to record private notes, allocate team resources, set alerts for upcoming meetings, and much more.
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Click the three vertical dots at the top-right of a Sheet and click the Duplicate sheet option.
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You can also right-click the title of your Sheet from the left-most navigation menu. Once a Sheet gets duplicated, it will open up a new Sheet titled, Copy of [Sheet Name].
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Delete sheets that are no longer needed by right-clicking the title of the Sheet from the navigation menu and selecting Delete Sheet.
Once a sheet gets deleted, it will be permanently removed from your content section in the sidebar. Please know that if the deleted Sheet was shared with any collaborators, they'll lose access unless they've duplicated the Sheet before deletion.
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Sheets can be shared in one of two ways: by sending a copy of the sheet directly to someone, or by copying the link to a clipboard and sending it more directly to a user for collaboration.
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To select the records you'd like to edit in bulk, click the top-most checkbox found to the left of your first column, or click individual records' checkboxes.
Once the desired records are selected, use the panel on the right-hand side to select the field and value to update.
Once done, this change will propagate into CRM in near-real time!
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To access a custom object, click the + sign next to My Content to add a new sheet. A drop-down menu with recommended objects will open; however, users can also search for custom objects by beginning to type the name of the custom object. Once found, click the object and choose which option fits best. For example, All Records, My Records, or start from scratch.
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How can I see Contacts from an Account Sheet view?
To view the Contact related to Accounts from an Account Sheet, simply add a column and search for the Contact object. Once added, related Contacts will be displayed in this column.
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How do I enter multiple lines of text in one cell?
Press CMD+Enter (Mac) or CTRL+Enter (Windows) to go to the following line within the same text box.
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This would only be supported for fields/columns that are in the "multi-line capable. The text box will expand when clicked twice. Please know that this functionality is only supported for the Long Text Area field type in Salesforce.
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Is it possible to mass delete records using PeopleGlass?
It's not currently possible to delete records from PeopleGlass. This must be done directly in CRM.