PeopleGlass Help Center
Welcome to the PeopleGlass Help Center
37 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
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 SDRs
Sales Managers
Sales Engineers
Customer Success
Account Executives
PeopleGlass Features
Learn more about PeopleGlass product features
Sheets
Sharing Sheets
Creating and Updating CRM Records
Using Sheet Filters
Columns
Conditional Formatting
Scorecards
Notes
Comments
Troubleshooting
Find solutions for unexpected behavior
Troubleshooting Sheets
Refresh Connection and Re-Sync
Permissions Errors
FAQ's
Have a question about PeopleGlass? We've got answers
Common Functionality Questions
Common Sheet-Related Questions
How to Enter Multiple Lines of Text in One Cell
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.
Security and Privacy