Multi-opportunity matching allows a single activity to be matched to more than one Opportunity within the same Account. Backstory first scores and ranks all potential matches using its standard matching algorithm, along with any configured eligibility and ranking rules. It then selects the top match and also links the activity to any other high-confidence Opportunities that belong to the same Account.
What This Article Covers
How multi-opportunity matching works
Enabling multi-opportunity matching
Disabling multi-opportunity matching
Frequently asked questions
How Multi-Opportunity Matching Works
Multi-opportunity matching uses content-based signals, such as keywords in opportunity names and product mentions in email subjects and bodies, to identify which opportunities an activity matches. This allows a single conversation to be associated with multiple opportunities at the same time, improving the accuracy of engagement metrics overall.
When multi-opportunity matching is enabled, activity data appears differently across Salesforce and Backstory:
Multi-Opportunity Matching In Salesforce
The activity is linked only to the primary matched Opportunity, since each activity record can reference a single WhatID.
Secondary matched Opportunities do not display the activity in the CRM Activity Feed. As a result, the Activity Feed may not align with summary metrics like Engagement Level and Last Activity Date.
Opportunity Contact Roles are created only for the primary match. This helps avoid excess OCRs and reduces the risk of biasing future activity matching. You can choose to exclude these OCRs from score-based matching.
Multi-Opportunity Matching Across Opportunity Metrics
Opportunity-level metrics, including Engagement Level, include activity from all matched Opportunities, both primary and secondary.
Summary metrics written to the CRM reflect all multi-opportunity matches.
Enable Multi-Opportunity Matching
To enable multi-opportunity matching, reach out to your Customer Service Manager (CSM) or support@backstory.ai.
Disable Multi-Opportunity Matching
To disable multi-opportunity matching, reach out to your Customer Service Manager (CSM) or support@backstory.ai.
Once multi-opportunity matching is turned off, all activities processed after that point will be matched to a single record. To maintain data consistency, you must:
Reprocess all activities that were previously matched using this setting.
Remove any custom metrics that reference multi-opportunity matching results, as they will no longer be valid.
Frequently Asked Questions
What is the difference between multi-opportunity matching and standard opportunity matching?
Standard matching assigns each activity to a single opportunity, using signals like contact roles and account membership. Multi-opportunity matching builds on this by also scanning activity content for opportunity name keywords, then attributing a single activity to all opportunities it appears relevant to, rather than forcing a one-to-one assignment.
Will my CRM data change when multi-opportunity matching is enabled?
No. Only the primary opportunity match is written back to your CRM. Additional matched opportunities are reflected in Backstory's engagement metrics and dashboards, but no new activity records are created in Salesforce for those secondary matches.
Need Help?
Contact your CSM or email support@backstory.ai.