Overview
Common questions on how PeopleGlass handles Salesforce permissions.
Does PeopleGlass inherit the permissions set in Salesforce, or does that need to be configured separately?
PeopleGlass inherits SFDC permissions. PeopleGlass reads information from the default page layout.
We cannot override Salesforce permissions within PeopleGlass. For example, you cannot restrict access to certain records within PeopleGlass from users if they have access to them in Salesforce.
How does PeopleGlass interact with a user’s data?
We are NOT storing a copy of user data. All of the data lives on their Salesforce instance, not on our servers. We track their metadata (e.g. field names) for analytics and support.
An example of this: we store each user's field names for each sheet (e.g. Next Steps), but we don't store the corresponding data ("8/25 - Call with John...").
We also track user updates but, currently ONLY track field-level changes, not data-level changes (same as the above example). So, for instance, we track that a user has made an update to Next Steps on 8/15 at 8:30AM, but not what those changes are.
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