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PeopleGlass
37 articles
Conditional Formatting
Creating and Updating CRM Records
Using Sheet Filters
Columns
Notes
Comments
Set PeopleGlass As Your Salesforce Home Page
Mirror Account Fields to the Opportunity
Common Functionality Questions
Common Sheet Related Questions
How to Enter Multiple Lines of Text in One Cell
PeopleGlass <> Salesforce Permissions Overview
How PeopleGlass Handles Security
Permissions Errors
Refresh Connection and Re-Sync
Does PeopleGlass inherit the permissions set in Salesforce, or does that need to be configured separately?
How does PeopleGlass interact with a user’s data?
If my company uses a third party authenticator i.e. Okta, who sets the option to force users to use Okta if we install the Chrome extension?
Does PeopleGlass bypass MFA or SSO?
My company uses Okta to log in. When I try to type in my Salesforce credentials to connect to PeopleGlass, it says my username or password is incorrect. Why is it not working?
Salesforce and PeopleGlass
Product Set Up Guide: Chrome Extension
Product Set Up Guide: Web Application
PeopleGlass Glossary
Account Executives
BDRs and SDRs
Sales Managers
Customer Success
Sales Engineers
PeopleGlass Overview and Use Cases
Customizing and Updating your Sheets
Sharing and Collaborating
Key Workflows for Sales Reps
Key Workflows for Sales Managers
Sheets
Sharing Sheets
PeopleGlass SSO Setup (Okta)