Overview
Adding a PeopleGlass tab to Pages in Salesforce is a great way to help your users work faster and smarter, with easy access to PeopleGlass directly from their Salesforce pages, and it only takes a few minutes to do.
Please note, you must be a Salesforce System Administrator to add this tab.
If you need assistance, please contact People.ai Technical Success by emailing support@people.ai.
Create a Lightning Component
1. Start by clicking the Gear icon in the top-right corner of your Salesforce instance, then select Developer Console.
2. A new window will pop up. In the new window, click File > New > Lightning Component
3. Another window will pop up. Give a name to your component (i.e., IframeTabComponent) and click the Lightning Tab option at the bottom.
4. Click the Submit button.
5. The Developer Console will create two files. Click on the IframeTabComponent.cmp file tab.
6. Delete any code that might be present, and paste the following code.
<aura:component implements="force:appHostable" > <div style="display: flex; height: 100%;"> <iframe src="https://glass.people.ai" allow="fullscreen" loading="lazy" frameborder="0" width="100%" height="100%"> </iframe> </div> </aura:component>
7. Navigate to File > Save, or hit Command/Control + S on your keyboard.
8. Close out the remaining Developer Console windows.
Create a Lightning Component Tab
1. Start by clicking the Gear icon in the top-right corner of your Salesforce instance and then clicking the Setup button.
2. In the Quick Find search box, enter "Tabs" and click on the Tabs option that comes up.
3. Navigate to the Lightning Component Tabs section and click the New button.
4. Ensure the Lightning Component field has the value of the new Lightning Component you created above. All the other fields are customizable.
5. Select Next once finished.
6. Add the PeopleGlass tab to the appropriate profiles.
Choose Default On, Default Off, or Tab Hidden to determine whether the custom tab is visible to users with that profile. This visibility setting can be changed later, if needed.
Add Tab Locally
Now that we've created the tab, we just need to add it to our Navigation Bar. To add the tab to your own Salesforce, follow the steps below.
If you want to add the tab to multiple users, follow the Global steps.
1. On the page to which you want to add the PeopleGlass tab, click the small pencil.
2. In the pop-up window, select Add More Items
3. Select PeopleGlass > Add 1 Nav Item
4. Move the PeopleGlass tab to the top. This will make it the default view for that page.
5. Click the Save button.
Add Tab Globally
1. Start by clicking the Gear icon in the top-right corner of your Salesforce instance, then select Setup.
2. In the Quick Find search box, enter "App Manager" and click the Manager option that appears.
3. From the App Manager page, select the Salesforce App that you want to edit. (Click on the down arrow (⬇) on the right side and select Edit).
4. In the list of Available Items, find the new PeopleGlass Component you created and hit the > arrow to bring it over to the Selected Items.
5. If you want all users to have PeopleGlass as their Home Page, drag the PeopleGlass item to the top of the Selected Items area. Otherwise, if you only want the Home Page change for yourself, perform steps 1 and 4 of the Add Tab Locally section
6. Click the Save button.
Have more questions on PeopleGlass? Reach out on Intercom using our app.