CRM push exclusions give you control over which activities captured in Backstory are synced back to your CRM. When a push exclusion is configured, Backstory skips matching activities during sync, ensuring only relevant data is written back to your CRM.
Backstory also supports other types of exclusions:
CRM pull exclusions prevent specific CRM records from being imported into Backstory. See CRM Pull Exclusions for more information.
Email and calendar exclusions prevent specific emails, meetings, or meeting transcripts from being captured in Backstory. See Email and Calendar Exclusions for more information.
Note: Managing push exclusions requires a Backstory administrator account.
What This Article Covers
Adding a push exclusion individually
Importing push exclusions via CSV
Editing and deleting push exclusions
Frequently asked questions
Add a Push Exclusion Individually
These steps walk you through creating a single push exclusion to prevent a specific type of activity from syncing to your CRM.
Log into Backstory as an administrator.
Click the grid icon in the top left corner.
Select Admin Panel.
In the left navigation menu under CRM Sync, click Push Exclusions.
Click + Add Exclusion.
Click the Type dropdown and select the type of data you want to exclude (Email, Meeting, or Contact).
Click the Field dropdown and select the field to filter on.
Enter the value you want to match in the Pattern field. Use * or ? as wildcards.
Click Save.
Import Push Exclusions via CSV
Use CSV import to add multiple push exclusions at once. This is useful when you have a large number of activities or contacts to exclude.
Log into Backstory as an administrator.
Click the grid icon in the top left corner.
Select Admin Panel.
In the left navigation menu under CRM Sync, click Push Exclusions.
Click + Add Exclusion.
Create a CSV file with the following columns: Category (enter CRM Push), Type, Field, and Pattern.
Click Import from CSV.
Select your CSV file to upload.
Edit or Delete a Push Exclusion
These steps walk you through updating or removing an existing push exclusion.
Log into Backstory as an administrator.
Click the grid icon in the top left corner.
Select Admin Panel.
In the left navigation menu under CRM Sync, click Push Exclusions.
Click + Add Exclusion.
Locate the exclusion you want to update.
Click the three-dot menu at the end of that exclusion's row.
Click Edit or Delete.
Frequently Asked Questions
Will a push exclusion remove activities that have already synced to my CRM?
Not automatically. Push exclusions only block future syncing. However, if you add a push exclusion through the Engagement Log by selecting Filter Activities for a contact, Backstory will also retroactively remove that contact's activities from your CRM. This change may take up to one hour to be reflected in Salesforce.
What is the difference between a push exclusion and a pull exclusion?
A push exclusion prevents an activity that Backstory has already captured from syncing to your CRM. A pull exclusion prevents a specific CRM record from being imported into Backstory in the first place.
Are push exclusion patterns case-sensitive?
It depends on the field. Email address patterns are not case-sensitive, but subject line patterns are. If you're filtering on a subject field, add pattern variations to ensure complete coverage.
Can I filter an entire email domain with a push exclusion?
Yes, but broad domain-level exclusions can accidentally block important sales activities. It's better to exclude specific email addresses that aren't related to selling rather than an entire domain.
Need Help?
Contact your CSM or email support@backstory.ai.