Backstory and Salesforce are both complex platforms with numerous settings and configurations that can occasionally lead to unexpected behavior. Although our sync logic is typically accurate, an activity may occasionally be synced to an unexpected object. In the rare case that this does happen, activities' matches can be edited directly in Salesforce.
Please be aware that making changes in Salesforce via the workflow below will result in matches being updated only in Salesforce. The original match will be retained in the Backstory web application.
For best results, use the Edit Match feature to ensure the new match is propagated in all relevant places.
Appending an Activity to the Correct Object
Navigate to the Activity that was not synced correctly in Salesforce and click Edit icon next to the incorrect Related To field.
In the Related To field, first select the correct object type (Account, Opportunity) from the drop-down. Then, search for the correct object's name next to the drop-down.
If you'd like to re-assign a contact, select Name and enter the contact's name. Then, click the Save button
The activity will now be appended to the correct object in Salesforce.
Please reach out to us at support@backstory.ai if you have any questions!