Overview

One of Backstory’s core processes is syncing your team’s business-relevant activities to Salesforce.

By directly attributing activities to Leads, Opportunities, and Accounts in Salesforce, this enables more powerful reporting and provides visibility to a much larger overall audience.

In order for this sync process to work without error, however, the Backstory integration user requires access to a number of standard and custom fields across multiple Salesforce objects.

Fields Backstory Updates

The below list is a comprehensive collection of all fields that Backstory will insert/update as part of normal, concurrent sync processes.

Please note, depending on your organization’s version of the Backstory managed package, some fields may or may not currently exist in your Salesforce.

Fields on Account [11]

Type	Object	Field (API) Name	Description	Data Type
Custom	Account	peopleai__FirstTouch__c	The date/time of the first activity on the object (which was logged by Backstory).	Date/Time
Custom	Account	peopleai__LastEmailReceivedDate__c	The date/time of the last inbound email on the object (which was logged by Backstory).	Date/Time
Custom	Account	peopleai__LastEmailReceivedFrom__c	The email of the person who sent the last inbound email (which was logged by Backstory).	Email
Custom	Account	peopleai__LastEmailSentDate__c	The date/time of the last outbound email on the object (which was logged by Backstory).	Date/Time
Custom	Account	peopleai__LastEmailSentFrom__c	The email of the person who sent the last outbound email (which was logged by Backstory).	Email
Custom	Account	peopleai__LastMeetingDate__c	The date/time of the last meeting on the object (which was logged by Backstory).	Date/Time
Custom	Account	peopleai__LastTouch__c	The date/time of the last touch on the object (which was logged by Backstory).	Date/Time
Custom	Account	peopleai__NextMeetingDate__c	The date/time of the next meeting on the object (which was logged by Backstory).	Date/Time
Custom	Account	peopleai__TimeSpent__c	The total time spent (in seconds) on an Account. (reserved field for future use).	Number
Custom	Account	peopleai__TotalTimeSpent__c	(Not enabled by default) The total time spent on an Account (converted to a readable format from 'Time Spent in Seconds' via APEX trigger).	Text (255)
Custom	Account	peopleai__EngagementLevel__c	(Not enabled by default) A numerical representation of sales engagement that is based on activities captured by Backstory.	Number

Fields on Activity [21]

Type	Object	Field (API) Name	Description	Data Type
Custom	Activity - Event	peopleai__ManualCallDurationInMinutes__c	Call duration in minutes converted from Salesforce standard field 'CallDurationInSeconds'.	Number
Custom	Activity - Event	peopleai__MeetingChanged__c	Timestamp of when the Event was last updated on Gmail or O365 calendar. This is populated for Events created by Backstory.	Date/Time
Custom	Activity - Event	peopleai__MeetingStatus__c	Status of a scheduled meeting. Possible values are 'Scheduled', 'Rescheduled', 'Canceled', or 'Completed'. This is populated for Events created by Backstory.	Picklist
Standard	Activity-Event	EndDateTime		N/A
Standard	Activity-Event	StartDateTime		N/A
Custom	Activity-Task	peopleai__Direction__c	Defines whether the activity is "Inbound" or "Outbound" in Backstory. This is populated for Tasks created by Backstory.	Text (255)
Custom	Activity-Task	peopleai__From__c	Email of the originator of the activity.	Email
Custom	Activity-Task	peopleai__To__c	Email of the recipient or list of recipients delimited by commas. This is populated for Tasks created by Backstory.	Text (255)
Custom	Activity- Task & Event	peopleai__ActivityType__c	Type of activity that is being synced. Will be classified as 'Received Email', 'Sent Email', 'Cold Email', 'Blast Email', 'In-Person', 'Conference Call'.	Text (255)
Custom	Activity- Task & Event	peopleai__Created_By_People_ai__c	Boolean marker for all Activities (Tasks and Events) created or updated by Backstory.	Checkbox
Custom	Activity- Task & Event	peopleai__ExternalId__c	Unique ID from Backstory that designates each activity.	Text (255)
Custom	Activity- Task & Event	peopleai__OpportunityStage__c	The stage of the matched open opportunity at the time of activity sync. This is populated for Tasks & Events created by Backstory that match to an Opportunity. (WhatID = Opportunity)	Text (255)
Custom	Activity- Task & Event	peopleai__Participants__c	The list of recipients for emails and attendees for meetings.	Text (255)
Custom	Activity- Task & Event	peopleai__Timestamp__c	Timestamp of when the activity occurred.	Date/Time
Standard	Activity- Task & Event	ActivityDate		N/A
Standard	Activity- Task & Event	Description		N/A
Standard	Activity- Task & Event	OwnerId		N/A
Standard	Activity- Task & Event	Subject		N/A
Standard	Activity- Task & Event	Type	By default, this field is not populated by Backstory. TaskSubType is used instead.	N/A
Standard	Activity- Task	TaskSubType		N/A
Standard	Activity- Task & Event	WhatId		N/A
Standard	Activity- Task & Event	WhoId		N/A

Fields on Contact [30]

Type	Object	Field (API) Name	Description	Data Type
Custom	Contact	peopleai__Created_by_PeopleAI__c	Boolean marker for all Contacts created or updated by Backstory.	Checkbox
Custom	Contact	peopleai__ExternalId__c	Unique ID from Backstory that designates each person.	Text (255)
Custom	Contact	peopleai__LastEmailReceivedDate__c	The date/time of the last inbound email on the object (which was logged by Backstory).	Date/Time
Custom	Contact	peopleai__LastEmailReceivedFrom__c	The email of the person who sent the last inbound email (which was logged by Backstory).	Email
Custom	Contact	peopleai__LastEmailSentDate__c	The date/time of the last outbound email on the object (which was logged by Backstory).	Date/Time
Custom	Contact	peopleai__LastEmailSentFrom__c	The email of the person who sent the last outbound email (which was logged by Backstory).	Email
Custom	Contact	peopleai__LastMeetingDate__c	The date/time of the last meeting on the object (which was logged by Backstory).	Date/Time
Custom	Contact	peopleai__LastTouch__c	The date/time of the last touch on the object (which was logged by Backstory).	Date/Time
Custom	Contact	peopleai__FirstTouch__c	The date/time of the first activity on the object (which was logged by Backstory).	Date/Time
Custom	Contact	peopleai__LastUpdated__c	Last Updated Date	Date/Time
Custom	Contact	peopleai__NextMeetingDate__c	The date/time of the next meeting on the object (which was logged by Backstory).	Date/Time
Custom	Contact	peopleai__NumInboundEmails__c	Number of inbound emails	Number
Custom	Contact	peopleai__NumMeetings__c	Number of Meetings	Number
Custom	Contact	peopleai__NumOutboundEmails__c	Number of Outbound Emails	Number
Custom	Contact	peopleai__Persona__c	Updates for all contacts	Text (255)
Custom	Contact	peopleai__Seniority__c	Updates for all contacts	Text (255)
Custom	Contact	peopleai__Department__c	Updates for all contacts	Text (255)
Custom	Contact	peopleai__TotalTimeSpentInSeconds__c	TotalTimeSpentInSeconds	Number
Custom	Contact	peopleai__EngagementLevel__c	A numerical representation of sales engagement that is based on activities captured by Backstory.	Number
Standard	Contact	Id	Unique contact ID	N/A
Standard	Contact	AccountId		N/A
Standard	Contact	OwnerId		N/A
Standard	Contact	Email		N/A
Standard	Contact	FirstName		N/A
Standard	Contact	LastName		N/A
Standard	Contact	Phone		N/A
Standard	Contact	Title		N/A
Standard	Contact	MailingCountry		N/A
Standard	Contact	MailingState		N/A
Standard	Contact	LeadSource	By default, this is ‘Backstory’, but this value can be changed upon request.	N/A

Fields on Lead [11]

Type	Object	Field (API) Name	Description	Data Type
Custom	Lead	peopleai__Created_By_People_ai__c	This is a reserved field for future use. Boolean marker for all Leads created or updated by Backstory.	Checkbox
Custom	Lead	peopleai__ExternalId__c	Unique ID from Backstory that designates each person.	Text (255)
Custom	Lead	peopleai__LastEmailReceivedDate__c	The date/time of the last inbound email on the object (which was logged by Backstory).	Date/Time
Custom	Lead	peopleai__LastEmailReceivedFrom__c	The email of the person who sent the last inbound email (which was logged by Backstory).	Email
Custom	Lead	peopleai__LastEmailSentDate__c	The date/time of the last outbound email on the object (which was logged by Backstory).	Date/Time
Custom	Lead	peopleai__FirstTouch__c	FirstTouch	Date/Time
Custom	Lead	peopleai__LastEmailSentFrom__c	The email of the person who sent the last outbound email (which was logged by Backstory).	Email
Custom	Lead	peopleai__LastMeetingDate__c	The date/time of the last meeting on the object (which was logged by Backstory).	Date/Time
Custom	Lead	peopleai__LastTouch__c	The date/time of the last touch on the object (which was logged by Backstory).	Date/Time
Custom	Lead	peopleai__NextMeetingDate__c	The date/time of the next meeting on the object (which was logged by Backstory).	Date/Time
Custom	Lead	peopleai__EngagementLevel__c	A numerical representation of sales engagement that is based on activities captured by Backstory.	Number

Fields on Opportunity [11]

Type	Object	Field (API) Name	Description	Data Type
Custom	Opportunity	peopleai__FirstTouch__c	The date/time of the first activity on the object (which was logged by Backstory).	Date/Time
Custom	Opportunity	peopleai__LastEmailReceivedDate__c	The date/time of the last inbound email on the object (which was logged by Backstory).	Date/Time
Custom	Opportunity	peopleai__LastEmailReceivedFrom__c	The email of the person who sent the last inbound email (which was logged by Backstory).	Email
Custom	Opportunity	peopleai__LastEmailSentDate__c	The date/time of the last outbound email on the object (which was logged by Backstory).	Date/Time
Custom	Opportunity	peopleai__LastEmailSentFrom__c	The email of the person who sent the last outbound email (which was logged by Backstory).	Email
Custom	Opportunity	peopleai__LastMeetingDate__c	The date/time of the last meeting on the object (which was logged by Backstory).	Date/Time
Custom	Opportunity	peopleai__LastTouched__c	The date/time of the last activity on the object (which was logged by Backstory).	Date/Time
Custom	Opportunity	peopleai__NextMeetingDate__c	The date/time of the next meeting on the object (which was logged by Backstory).	Date/Time
Custom	Opportunity	peopleai__TimeSpent__c	This is a reserved field for future use. The total time spent (in seconds) on an Opportunity.	Number
Custom	Opportunity	peopleai__TotalTimeSpent__c	This is a reserved field for future use. The total time spent on an Opportunity (converted to a readable format from 'Time Spent in Seconds' via APEX trigger).	Text (255)
Custom	Opportunity	peopleai__EngagementLevel__c	A numerical representation of sales engagement that is based on activities captured by Backstory.	Number

Fields on Opportunity Contact Role [1]

Type	Object	Field (API) Name	Description	Data Type
Custom	Opportunity Contact Role	peopleai__Created_by_PeopleAI__c	Boolean marker that tells that record was created by Backstory. Necessary for Backstory+Closeplan customers.	Boolean