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

Introducing SalesAI!

PeopleGlass Help Center

PeopleGlass Overview

Getting Started with PeopleGlass

PeopleGlass SSO Setup (Okta)

Set PeopleGlass As Your Salesforce Home Page

Product Set Up Guide: Web Application

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

Scorecards

Notes

Comments

Learn more about PeopleGlass product features

PeopleGlass Features

Troubleshooting common issues with Sheets

Troubleshooting Sheets

Refresh Connection and Re-Sync

Common permission errors that users may encounter

Common Permissions Errors

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

Common questions about how PeopleGlass handles security and privacy

Common Security and Privacy Questions

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

Privacy & Security

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.