Install & Configure Glance for Salesforce

This section will help you install and configure Glance for Salesforce (Lightning and Classic). Glance has two packages available in Salesforce. Our legacy package is under the namespace G4S, and our latest package is under the namespace Glance. This guide covers the new Glance build. If you are using the legacy G4S version, you can find its setup guide here.

If you wish to upgrade to the latest version, your session data from the legacy version will stay as Events, while session data from 3.x will be stored as Glance Sessions.

NOTE: You will need to rebuild any reports and dashboards you have on Glance sessions captured from Glance, and you will not be able to compare your G4S sessions with your Glance sessions in the same reports.

From a high level, the steps you need to complete are the following:

  1. Install the Glance package.
  2. Configure user permissions.
  3. Configure Glance company settings.
  4. Configure single sign-on.
  5. Add the Glance buttons to your users’ record pages.

Installing Glance for Salesforce

Follow the steps below to download and install the Glance for Salesforce package.

Prerequisites

Before you install and configure Glance within Salesforce, verify that you have:

  • A Glance Account with a username and password.
    • If you plan to do Cobrowse sessions, verify that your website is tagged with Cobrowse.
    • If you plan to do Screen Share sessions, you have set up Glance Screen Share.
    • If you plan to use single sign-on, obtain your API Key.

Download the Glance for Salesforce Application

You can retrieve the latest Glance package here.

If you have questions, please contact your Glance representative or email Glance.

Install the Glance for Salesforce Package

After you have received the package install URL, navigate to that page and follow these steps:

  1. On the Install Glance for Salesforce page, choose to install for users you expect will be using Glance. If you’re not sure, just choose Install for All Users.
  2. Click the blue Install button. The package installation screen.

A pop-up window will appear asking you to approve third-party access.

  1. Click Continue.

  2. You will see the following message while the install is processing: The blue install button.

NOTE: The package install process may take a few minutes. Salesforce will send you an email notification after the install is complete.

Next Steps

Log in to Glance from Salesforce.

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