
PeopleGlass Help Center
Welcome to the PeopleGlass Help Center
38 articles
Parent Account Hierarchy InsightsGive your sales leaders visibility across account hierarchies so they can strategically manage their most valuable customer relationships!
PeopleGlass Field Permission in SalesforceAn overview of PeopleGlass field permissions within Salesforce
Introducing SalesAI!Introducing the SalesAI feature!
Getting Started
Get up to speed on the PeopleGlass platform
PeopleGlass OverviewAn overview of PeopleGlass functionality
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
PeopleGlass GlossaryCommon terms used in PeopleGlass and what they mean
Guides & Training
Check out product trainings and walkthroughs created by PeopleGlass product experts
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 SDRsMake Every Salesforce Interaction Count!
Sales ManagersMake Tracking Your Team's Data a Breeze
Sales Engineers
Customer SuccessDrive Positive Business Outcomes
Account ExecutivesSupercharge Your Productivity!
PeopleGlass Features
Learn more about PeopleGlass product features
SheetsUnderstanding Sheets in PeopleGlass
Sharing Sheets
Creating and Updating CRM RecordsCreating and updating CRM records within PeopleGlass
Using Sheet FiltersUtilizing filtering in your PeopleGlass Sheets!
ColumnsUtilizing columns in PeopleGlass
Conditional FormattingHighlight and emphasize critical information!
ScorecardsUtilizing Scorecards in PeopleGlass!
NotesAdding notes in PeopleGlass!
CommentsCommenting in PeopleGlass
FAQ's
Have a question about PeopleGlass? We've got answers
Common Functionality QuestionsCommon PeopleGlass functionality questions
Common Sheet-Related QuestionsCommon questions regarding Sheets in PeopleGlass
How to Enter Multiple Lines of Text in One CellAdding multiple lines of text in one cell in PeopleGlass
Mirror Account Fields to the Opportunity
Privacy & Security
Learn more about People.ai's world-class privacy and security
PeopleGlass-Salesforce Permissions FAQCommon questions about how PeopleGlass interacts with Salesforce permissions.
Common Security and Privacy QuestionsCommon questions about how PeopleGlass handles security and privacy