Changes made in your Salesforce instance at times may not be immediately reflected in PeopleGlass. To ensure PeopleGlass is up-to-date with important changes made in your CRM, you may need to manually refresh the connection.
Not to worry! The process is quick, easy, and can be completed within PeopleGlass.
Note: The processes listed below are only for use in the PeopleGlass web application and do not apply to the Chrome extension.
Refresh Connection
To start, click your profile icon in the top right of the web application (glass.people.ai) and click Refresh Connection.
When prompted, please click the Start Refresh button to refresh your connection. The process takes moments, and the application will refresh automatically upon completion.
Re-Sync
A re-sync is a "hard refresh" that is most commonly used if PeopleGlass is experiencing issues related to your browser.
This shortcut will refresh PeopleGlass and your browser cache simultaneously. This can be performed on either the Chrome extension or the web application.
To perform a re-sync, use the button combination below for your operating system:
Mac: Command+Shift+R
PC: CTRL+Shift+R
Have any questions? Drop us a line at support@people.ai.