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.
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Legacy Salesforce Packages
Contact Glance for access to the Legacy Salesforce package.
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Glance for Salesforce Setup
Install and configure the Glance for Salesforce legacy package.
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Configuring Glance Company Settings in Salesforce
Update main settings for the Salesforce package.
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Logging in to Glance for Salesforce
How to authenticate into glance in Salesforce.
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Configuring Glance for Salesforce Single Sign-On (SSO)
Set up SSO for Glance for Salesforce.
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Adjusting Custom Permissions in Salesforce
Custom Salesforce permissions control how the Glance buttons behave, usually whether or not they invoke the Glance client.
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Adding Glance Buttons to Salesforce Records
The Glance Show and View buttons can be used from most objects in Salesforce.
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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.
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Uninstalling Glance for Salesforce
Remove Glance for Salesforce.
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Glance for Salesforce Optional Features
Additional features not required for most implementations.
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Glance for Salesforce Live Agent
Connect with customers and website visitors in real time through a web-based live chat.
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Setting up Glance for Salesforce Live Agent
A section for administrators who want to set up and customize Glance for Salesforce Live Agent.
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Glance Company Live Agent Settings
Choose various settings including Initiation, IE Fallback, and Cobrowse Window.
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Using Glance for Salesforce Live Agent
View the Salesforce LiveAgent demo.
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Glance with Chat in Lightning Console
Offer a Cobrowse session to a customer during a chat session with just one click.