Glance for Salesforce
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Glance Package for Salesforce
The Glance package allows your Salesforce users to join or start Glance sessions directly from a Salesforce record.
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Install Glance for Salesforce Package
Install and configure Glance for Salesforce (Lightning and Classic).
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Log in to Glance in Salesforce
How to authenticate into Glance from Salesforce.
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Glance Company Settings
Configure the main settings for the package.
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Hide the Glance Component for Users Without Glance Access
Prevent users without Glance access from seeing Glance buttons.
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Adding Glance Buttons to Salesforce Records
Add a Glance button to a Lightning record or VisualForce page.
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Add Glance Buttons to Page Layouts in Classic
Add a Glance button to standard objects you will be using with Glance in Salesforce Classic.
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Add a Glance Session Related List
To show past Glance Sessions related to your records, you can add a Related List to the Page Layout.
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Using Glance with Custom Objects
If your users are primarily working from Custom Objects or cloud-unique objects like Person Accounts or Households, configure Glance for custom objects.
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Using Glance with Salesforce Chat
Glance’s integration with Chat allows your agent to initiate a session from a chat.
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How SSO Works in Salesforce
Details on how to authenticate into Glance services.
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Glance Cobrowse for Lightning Digital Experiences (Communities)
Implement cobrowse on a Salesforce Lightning Digital Experience (formerly called a Community).
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Supported Versions and Features
This table outlines which packages offer support for different Salesforce technologies and consoles.
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Glance Data Sync for Reporting
Session details are captured in a custom object called Glance Sessions.
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Uninstalling Glance for Salesforce
Steps to remove the Glance package from Salesforce.