Backstory is architected to sync your GTM team’s activities to Salesforce, which was previously contingent on all Backstory users having fully licensed Salesforce accounts. Now, Non-Salesforce User Activity Sync enables Backstory to also provide full visibility into your teams’ activities, even if they do not have standard Salesforce user licenses.
How Does It Work?
Backstory recognizes that all activities being synced to Salesforce require an Activity.Owner and Contact.Owner. In the case that an activity belongs to a Backstory user who is not a standard Salesforce-licensed user, the activity can still be synced to Salesforce.
If Non-Salesforce User Sync is enabled, such activities and contacts are automatically attributed to your integration user as the Activity.Owner and Contact.Owner and then synced to Salesforce in the same manner as Backstory users with Salesforce integration.
Example Use Case
Your organization is comprised of many teams whose day-to-day activities aren’t visible to leadership or managers because activities are only synced to Salesforce if a member of your sales team is copied on them. By enabling Non-Salesforce User Activity Sync, you uncover the incredible wealth of data that is the rest of your organization’s activities, all without having to invest in more Salesforce licenses.
If you are interested in the Non-Salesforce User Activity Sync feature, please reach out to support@backstory.ai to begin using it!
