Log in to Glance in Salesforce

You will need a Glance username and password with administrative rights. For a Glance account, please contact your Glance representative or submit a case here.

After installing the package, navigate to the Glance for Salesforce app to enter your Glance username and password in the Glance User Settings page.

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.
  4. From the top navigation bar, click on Glance User Setting.
  5. Review the License Agreement Terms and click I Accept.
  6. Under Already use Glance, enter your Glance Address and Password.
  7. Click Save.

When finished, go back to Glance Company Settings by clicking on the tab at the top. In this guide, scroll down to the Configuring Glance Company Settings section.

In Classic

To locate the Glance User Settings page in Classic:

  1. At the top-right corner of your Salesforce instance, click the Salesforce App Menu. A drop-down menu will appear.
  2. Select Glance.
  3. On the top navigation bar, click the Glance User Settings tab. The profiles menu.
  4. Review the License Agreement Terms and click the I Accept button.
  5. Under Already use Glance, enter your Glance Address and Password.
  6. Click Save.

When finished, go back to Glance Company Settings by clicking on the tab at the top. The profiles menu.

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