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.

Tip

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: Button Button

Add Glance Buttons to Page Layouts in Classic

Warning

If you add these buttons to Classic, it will make the buttons appear clipped on the Details of a record in Salesforce Lightning.

Follow these steps to add a Glance button to standard objects you will be using with Glance. This example uses Case layouts.

  1. On the top-right corner of Salesforce Classic, select Setup.
  2. In Quick Find, search for Case.
  3. Choose Case.
  4. Click on Page Layouts.
  5. Select the Edit link in the row Case Layout.
  6. At the top of the page, you should now see the Case Layout section.
  7. Select the Visualforce Pages layout option. Classic Classic
  8. From the right-hand panel of Case Layout, select GlanceFromCase.
  9. Drag the GlanceFromCase to the Case Detail section. Note: We recommend placing GlanceFromCase at the top of the right-hand column of the Case Detail section. The page is too big by default. Hover over GlanceFromCase and click on the wrench icon.
  10. In the Visual Page Properties pop-up window, change the Height from 200 to 24 pixels.
  11. Click OK.
  12. Scroll back up the page and find the Case Layout section.
  13. Click Save.
  14. After creating your page layouts, click the Page Layout Assignment button to control which page layout users see by default.

Below is an example of the Show, View, and Join buttons added to a Case object: Classic Classic