Legacy Glance for Salesforce
If you integrated Glance into your Salesforce environment prior to May 2019, you have our legacy package.
For information about Glance's next-generation Glance for Salesforce package, please see here.
Legacy Salesforce Packages
Contact Glance for access to the Legacy Salesforce package.
Glance for Salesforce Setup
Install and configure the Glance for Salesforce legacy package.
Configuring Glance Company Settings in Salesforce
Update main settings for the Salesforce package.
Logging in to Glance for Salesforce
How to authenticate into glance in Salesforce.
Configuring Glance for Salesforce Single Sign-On (SSO)
Set up SSO for Glance for Salesforce.
Adjusting Custom Permissions in Salesforce
Custom Salesforce permissions control how the Glance buttons behave, usually whether or not they invoke the Glance client.
Adding Glance Buttons to Salesforce Records
The Glance Show and View buttons can be used from most objects in Salesforce.
Adding Glance Session Details to a Salesforce Event Object
Glance for Salesforce automatically logs sessions as Events related to the object you start or join the session from.
Uninstalling Glance for Salesforce
Remove Glance for Salesforce.
Glance for Salesforce Optional Features
Additional features not required for most implementations.
Glance for Salesforce Live Agent
Connect with customers and website visitors in real time through a web-based live chat.
Setting up Glance for Salesforce Live Agent
A section for administrators who want to set up and customize Glance for Salesforce Live Agent.
Glance Company Live Agent Settings
Choose various settings including Initiation, IE Fallback, and Cobrowse Window.
Using Glance for Salesforce Live Agent
View the Salesforce LiveAgent demo.
Glance with Chat in Lightning Console
Offer a Cobrowse session to a customer during a chat session with just one click.