Adding Glance Buttons to Salesforce Records

The Glance buttons can be used from any record in Salesforce. These buttons are added by putting a Lightning Component on a Lightning Record Page or a small Visualforce page on a Page Layout.

NOTE: To make it easy for your agents to use Glance with customers, we recommend putting the buttons somewhere visible on your pages without requiring a scroll or click to expose them, especially if you are using 1-Click Connect to illuminate the Join button when your customer is present on your website.

Add the Glance Buttons to Lightning Records

To add the Glance buttons in Lightning:

  1. Open the app from the App Launcher that will be used by your Glance users, such as the Service Console.
  2. Navigate to a record type that you want to add Glance to, like a Contact or Case.
  3. Click the Gear icon in the top right corner and choose Edit Page.
  4. On the left sidebar, under Custom – Managed, click and drag Glance over onto the console wherever you want Glance to be placed.
  5. Click Save.
  6. If prompted, click Activate.
  7. You might be prompted to assign the record page.
  8. After you assign the record page, click Save.
  9. In the top right corner, click Back.
  10. Repeat steps 2 to 11 for any other Lightning Record Pages you want to add Glance to.

Example: An example of a button.

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