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Set PeopleGlass As Your Salesforce Home Page
Set PeopleGlass As Your Salesforce Home Page
Updated over a week ago

Overview

Adding a PeopleGlass tab to Pages in your 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.

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Please note, you must be a Salesforce System Administrator to add this tab.

If you need any assistance, please reach out to People.ai Technical Success by sending an email to support@people.ai.

Create a Lightning Component

1. Start by clicking the Gear icon in the top-right corner of your Salesforce instance, and clicking on Developer Console.

Developer Console.png

2. A new window will pop up. In the new window, click File -> New -> Lightning Component

New Lightning Component.png

3. Another smaller window will pop up. Give a name to your component (Ex: IframeTabComponent) and click the Lightning Tab option at the bottom.

new lightning bundle.png

4. Click Submit.

5. The Developer Console will create 2 files, click on the IframeTabComponent.cmp file tab.

6. Delete any code that might be present, and Paste the following code.

iframetabcomponent code.png
<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 clicking on Setup this time.

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.

Lightning Component Tabs.png

4. Make sure the Lightning Component field has the value of the new Lightning Component you made 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.

  • Note: You can always change this setting later.

Image 7.png

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 only your own Salesforce, perform the following steps. 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.

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2. In the pop up window, select Add More Items

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3. Select PeopleGlass > Add 1 Nav Item

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4. Move the PeopleGlass tab to the top.

  • This will make it the default view for that page.

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5. Click Save.

Add Tab Globally

1. Start by clicking the Gear icon in the top-right corner of your Salesforce instance, and clicking on Setup.

2. In the Quick Find search box, enter "App Manager" and click on the Manager option that comes up.

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.

Selecting PeopleGlass.png

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 Save.

Result:

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Need help with this? Drop us a line at support@people.ai.

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