Overview
Common questions related to Sheets:
Can I change the colors in the picklist?
Picklist colors are currently not customizable.
Can I change the size of the cells?
Cell width can be adjusted by dragging the end of the columns in the first row to the desired size. The height of the cells cannot be manually adjusted.
What is the character limit for cells?
Currently, Salesforce has a hard limit of 255 characters for text fields. Text areas have a larger character limit. However, your Salesforce admin may have set a customized limit on some fields that are lower than the hard limits set by Salesforce.
Can I wrap the text in my fields?
Currently, there is no way for you to wrap text in your private columns. However, a workaround is to change the width of your columns.
Can I lock or freeze specific rows and columns in my sheet?
Currently, users can freeze up to the first five columns in their sheet. However, PeopleGlass does not support freezing specific rows yet.
To freeze a column or multiple columns, hover over the column header. You should see a three dots icon pop-up with the tooltip "Open Details." Click on that icon and select "Freeze to [Column name]." Your sheet will then lock all columns up to that specific column on your sheet.
Why do my sheets view in PeopleGlass not match my Salesforce view?
When you create new sheets in PeopleGlass, the fields do not always match the view in Salesforce. PeopleGlass is designed to allow you to customize your sheets and create tailored views based on your needs.
Why do I see different results on my records when I update a field?
Different record types can have different values associated with them. We inherit these permissions directly from Salesforce, which is why you may see different results when you try to update a field in PeopleGlass.
In our example below, we can see that for each record type, there are different results for the stage field. If you are not sure if your sheet has different record types, add the "Record Type" field to your sheet to check.
Why can't I update one of the fields in my sheet?
There may be several reasons for this:
If you do not have editing permissions to a field, the top of your column will have a "lock" logo, meaning you cannot edit that column. Check with your Salesforce admin to confirm that you have editing permissions.
Currently, you cannot edit related objects that support multiple objects i.e. an opportunity-level record with multiple participants. You can only view them.
Sometimes, the field you want to edit is linked to another field with a similar name and auto-populating based on that field. If that is the case, try editing the other field and see if that works.
Can I export my data to Excel?
The current scope of PeopleGlass does not support import or export functionality. The PeopleGlass Engineering team is reviewing business use cases to provide this option for future releases.
Can I remove the formula fields at the bottom of my columns?
Formulas cannot be removed by default, however, are removed upon freezing columns.
Can I choose custom formulas for my columns?
Only the standard formulas are available at the bottom of the columns; Average, Min, Max, and Sum.
Can I mass delete records?
There is no mass delete option currently available.