Glance for Salesforce Troubleshooting
The following are answers to some common errors you may come across.
Error: "No Cobrowse Settings"
I receive this error when implementing Glance on a Visualforce page.
Check to see that My Domain is enabled for the org. That is required for the 3.x package since 3.x is built using lightning components.
Error: “Unable to lookup session”
Console: Lightning or Classic
You receive this error when trying to start a session.
You may not be provisioned for Glance. You need to be provisioned with a Glance account in the My Account portal, and then provisioned for Glance in Salesforce.
Error: “SSO Partner User ID not set”
The administrator has enabled SSO in Glance Company Settings, and receives the error above.
This error happens if the identified PUID field for SSO is blank. So if you enable SSO, set 'SAML Federation ID' as the PUID field, but it's blank, you get this error. The fix is to enter the PUID in the field, or change the settings to point to a correct one.
Error: My users don’t see the Glance buttons
When enabling a visualforce page with Glance buttons in Salesforce Classic, you added Glance buttons to your visualforce page and saved it following these instructions. When you went to look at case details, you had no Glance buttons.
Edit your case assignment rules to use the new page layout with Glance buttons.
To edit case assignment rules:
- Enter the object you want to add Glance buttons to in the quick find bar. This example uses cases.
- Under Cases, select Case Page Layout.
- At the top of your Case Page Layouts, select the Page Layout Assignment button.
- Click Edit Assignment.
- Select the profiles for which you want to enable the Glance buttons.
- From the Page Layout to Use menu, select the page layout that you added glance buttons to.
- Click Save.
Go back to Case Details to verify your case has buttons now.
Error: I click Join and nothing happens
After setting up Glance, I click Join and nothing happens.
Salesforce has a feature to protect against clickjack, a malicious technique of tricking a user into clicking on a different from what the user perceives, potentially revealing confidential information or allowing others to take control of their computer while clicking on seemingly innocuous objects, including web pages.
If you have enabled some clickjack settings, you need to whitelist your Salesforce org domain to start Glance sessions.
Go to Setup (gear icon).
In the search, enter Session Settings.
Go to the Clickjack Protection settings section.
Check to see if "Enable click jack settings for visual force pages" is selected.
If the setting is not selected, there is nothing you need to do.
If the above is selected, add the url for the salesforce org to the whitelisted domain section below, and click Add Domain.
Error: Glance is not enabled
I get an error that Glance is not enabled.
Verify that both:
The permission set for that user is enabled with Glance User.
The profile for the user is enabled to use Glance in Glance Company Settings.