People.ai

Give your sales leaders visibility across account hierarchies so they can strategically manage their most valuable customer relationships!

Parent Account Hierarchy Insights

An overview of PeopleGlass field permissions within Salesforce

PeopleGlass Field Permission in Salesforce

Access AI-driven insights with SalesAI now in PeopleGlass. Ask questions, get summaries, and act on records without leaving your workflow.

SalesAI Assistant in PeopleGlass

Fix the Salesforce OAuth errors for People.ai Connected Apps.

Comply with New Salesforce Policies for Connected App Access

View and manage your CRM records in a familiar spreadsheet-like interface

PeopleGlass

PeopleGlass Overview

Getting Started with PeopleGlass

PeopleGlass SSO Setup (Okta)

Set PeopleGlass As Your Salesforce Home Page

Getting started with the PeopleGlass web application

Product Set-Up Guide: Web Application

Getting started setting up the PeopleGlass Chrome extension

Product Set-Up Guide: Chrome Extension

Common terms used in PeopleGlass and what they mean

PeopleGlass Glossary

Get up to speed on the PeopleGlass platform

Getting Started

PeopleGlass Overview and Use Cases

Creating Your First Sheet

Customizing and Updating your Sheets

Key Workflows for Sales Managers

Key Workflows for Sales Reps

BDRs and SDRs

Sales Managers

Sales Engineers

Customer Success

Account Executives

Check out product trainings and walkthroughs created by PeopleGlass product experts

Guides & Training

Sheets

Sharing Sheets

Creating and updating CRM records within PeopleGlass

Creating and Updating CRM Records

Utilizing filtering in your PeopleGlass Sheets!

Using Sheet Filters

Columns

Highlight and emphasize critical information!

Conditional Formatting

Notes

Comments

Visualize changes in your forecast and understand what’s driving them.

Forecast Waterfall Charts

Learn more about PeopleGlass product features

PeopleGlass Features

Troubleshooting common issues with Sheets

Troubleshooting Sheets

Troubleshooting

Common PeopleGlass functionality questions

Common Functionality Questions

Common questions regarding Sheets in PeopleGlass

Common Sheet-Related Questions

Adding multiple lines of text in one cell in PeopleGlass

How to Enter Multiple Lines of Text in One Cell

Mirror Account Fields to the Opportunity

Have a question about PeopleGlass? We've got answers

FAQ's

Common questions about how PeopleGlass interacts with Salesforce permissions.

PeopleGlass-Salesforce Permissions FAQ

Learn more about People.ai's world-class privacy and security

Privacy & Security

Find answers and get help from Intercom Support and Community Experts

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