Logging in to Glance for Salesforce

After installing the package, navigate to the Glance for Salesforce app.

In Lightning

To locate Glance User Settings in Lightning:

  1. Go to the App Launcher by clicking the 9-dot square in the top left corner.
  2. Search for Glance.
  3. Select Glance for Salesforce.
  4. From the top navigation bar, click on Glance User Settings.
  5. Review the License Agreement Terms and click the I Accept button.

In Classic

To locate the Glance User Settings page in Classic:

  1. Click the Salesforce App Menu located at the top-right corner of your Salesforce instance. A drop-down menu will appear.
  2. Select the Glance for Salesforce app.
  3. On the top navigation bar, click on the Glance User Settings tab.
  4. Review the License Agreement Terms and click the I Accept button.

NOTE: You will need a Glance account with administrative rights. If you do not have one, contact Glance Customer Success.

  1. Under Already use Glance?, enter your Glance Address and Password.
  2. Click Save.
  3. When finished, go back to Glance Company Settings by clicking on the tab at the top.

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