Glance for Salesforce

Glance Package for Salesforce

The Glance package allows your Salesforce users to join or start Glance sessions directly from a Salesforce record.

Install Glance for Salesforce Package

Install and configure Glance for Salesforce (Lightning and Classic).

Log in to Glance in Salesforce

How to authenticate into Glance from Salesforce.

Glance Company Settings

Configure the main settings for the package.

Hide the Glance Component for Users Without Glance Access

Prevent users without Glance access from seeing Glance buttons.

Adding Glance Buttons to Salesforce Records

Add a Glance button to a Lightning record or VisualForce page.

Add Glance Buttons to Page Layouts in Classic

Add a Glance button to standard objects you will be using with Glance in Salesforce Classic.

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.

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.

Using Glance with Salesforce Chat

Glance’s integration with Chat allows your agent to initiate a session from a chat.

How SSO Works in Salesforce

Details on how to authenticate into Glance services.

Glance Cobrowse for Lightning Digital Experiences (Communities)

Implement cobrowse on a Salesforce Lightning Digital Experience (formerly called a Community).

Supported Versions and Features

This table outlines which packages offer support for different Salesforce technologies and consoles.

Glance Data Sync for Reporting

Session details are captured in a custom object called Glance Sessions.

Uninstalling Glance for Salesforce

Steps to remove the Glance package from Salesforce.