People.ai

Learn how Backstory captures and syncs your sales activities.

Activity Capture

Automatic Activity Capture and Filtering

Automatic Contact Creation

Matching

Overview of Backstory activity capture capabilities.

Overview

An overview of the Email Bounceback Detection feature

Email Bounceback Detection

How to Capture Activities for Accounts with Multiple Email Domains

Multiple Account Domain Support

External ID Mapping

Task and Event Type Fields in Salesforce

CRM Activity Sources

Email and Calendar Exclusions

CRM Pull Exclusions

Non-Salesforce User Activity Sync

CRM Push Exclusions

Configure how your activity data is captured, filtered, and synced to your CRM

Configuration (For Admins)

Use the Engagement Log to audit past activities and filter out those that are not business-relevant, to uphold data security and privacy.

The Engagement Log

Learn how to test changes to your CRM matching profile to ensure that activities are matched correctly.

Testing your Matching Configuration

Learn about Backstory's score-based matching algorithm.

Webinar: Matching 101

Learn more about the ins and outs of how Backstory matches activities to objects in Salesforce.

Troubleshooting: My Activity Didn't Sync to Salesforce

Troubleshooting: I Can't See My Full Team

Troubleshooting seeing zero time spent on phone calls

Showing Zero Time Spent On Phone Calls

CRM Sync Status Is Blank

Salesforce Data Hygiene

Troubleshooting: My Activity Synced to the Wrong Account

Troubleshooting

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Find answers and get help from Intercom Support and Community Experts

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