The Backstory Salesforce Managed Package adds the Salesforce components required for the Backstory integration, including custom fields, objects, permissions, automation, reports, and user interface components. This article lists all of those components.
Installing the Managed Package
We recommend reviewing this article before installing the package to understand the components that will be added to your Salesforce org.
Once you are ready to set up the Backstory Salesforce integration, refer to the Salesforce Integration article. It walks you through the Salesforce integration wizard, which directs you to install the latest version of the managed package.
If you are upgrading an existing managed package installation from version 4.18 or earlier, refer to the upgrade instructions.
Custom Fields
The managed package adds Backstory custom fields to several standard Salesforce objects. These fields store Backstory-generated activity, engagement, contact, and CRM synchronization data.
Activity
peopleai__ActivityType__c— Identifies the type of activity synced by Backstory, such as received email, sent email, in-person meeting, or conference call.peopleai__Created_by_PeopleAI__c— Identifies activities created or updated by Backstory.peopleai__Direction__c— Identifies whether an activity is inbound or outbound.peopleai__ExternalId__c— The unique Backstory ID for the activity.peopleai__From__c— The email address of the activity originator.peopleai__To__c— The email address or addresses of the activity recipients.peopleai__Participants__c— The recipients of an email or attendees of a meeting.peopleai__Timestamp__c— The date and time when the activity occurred.peopleai__OpportunityStage__c— The stage of the matched open opportunity when the activity was synced.peopleai__MeetingStatus__c— The status of a scheduled meeting: Scheduled, Rescheduled, Canceled, or Completed.peopleai__MeetingChanged__c— The date and time when an event was last updated in the connected calendar.
Account
peopleai__EngagementLevel__c— A numerical representation of sales engagement based on activities captured by Backstory.peopleai__FirstTouch__c— The date and time of the first Backstory-logged activity on the account.peopleai__LastTouch__c— The date and time of the most recent Backstory-logged activity on the account.peopleai__LastEmailReceivedDate__c— The date and time of the most recent inbound email logged by Backstory.peopleai__LastEmailReceivedFrom__c— The sender of the most recent inbound email logged by Backstory.peopleai__LastEmailSentDate__c— The date and time of the most recent outbound email logged by Backstory.peopleai__LastEmailSentFrom__c— The sender of the most recent outbound email logged by Backstory.peopleai__LastMeetingDate__c— The date and time of the most recent meeting or call.peopleai__NextMeetingDate__c— The date and time of the next meeting logged by Backstory.
Opportunity
peopleai__EngagementLevel__c— A numerical representation of sales engagement based on activities captured by Backstory.peopleai__FirstTouch__c— The date and time of the first Backstory-logged activity.peopleai__LastTouched__c— The date and time of the most recent Backstory-logged activity.peopleai__LastEmailReceivedDate__c— The date and time of the most recent inbound email logged by Backstory.peopleai__LastEmailReceivedFrom__c— The sender of the most recent inbound email logged by Backstory.peopleai__LastEmailSentDate__c— The date and time of the most recent outbound email logged by Backstory.peopleai__LastEmailSentFrom__c— The sender of the most recent outbound email logged by Backstory.peopleai__LastMeetingDate__c— The date and time of the most recent meeting or call.peopleai__NextMeetingDate__c— The date and time of the next meeting logged by Backstory.
Opportunity Contact Role
peopleai__Created_by_PeopleAI__c— Identifies Opportunity Contact Role records created by Backstory.
Contact
The managed package adds fields that provide engagement, activity, and contact classification data, including:
peopleai__EngagementLevel__c— A numerical representation of sales engagement based on activities captured by Backstory.peopleai__FirstTouch__c— The date and time of the first Backstory-logged activity.peopleai__LastTouch__c— The date and time of the most recent Backstory-logged activity.peopleai__LastEmailReceivedDate__c— The date and time of the most recent inbound email logged by Backstory.peopleai__LastEmailReceivedFrom__c— The sender of the most recent inbound email logged by Backstory.peopleai__LastEmailSentDate__c— The date and time of the most recent outbound email logged by Backstory.peopleai__LastEmailSentFrom__c— The sender of the most recent outbound email logged by Backstory.peopleai__LastMeetingDate__c— The date and time of the most recent meeting or call.peopleai__NextMeetingDate__c— The date and time of the next meeting logged by Backstory.peopleai__Created_by_PeopleAI__c— Identifies Contacts created or updated by Backstory.peopleai__ExternalId__c— The unique Backstory ID for the contact.peopleai__Seniority__c— The seniority classification assigned by Backstory based on the contact's job title.peopleai__Department__c— The department classification assigned by Backstory based on the contact's job title.peopleai__Persona__c— The persona classification assigned by Backstory based on the contact's job title.peopleai__NumInboundEmails__c— The number of inbound emails involving the contact captured by Backstory.peopleai__NumOutboundEmails__c— The number of outbound emails involving the contact captured by Backstory.peopleai__NumMeetings__c— The number of meetings with the contact captured by Backstory.peopleai__TotalTimeSpentInSeconds__c— The total time spent with the contact based on activities captured by Backstory.peopleai__LastUpdated__c— The date and time the contact was last updated by Backstory in Salesforce.
Lead
The managed package adds engagement and activity fields to Lead records, including:
peopleai__EngagementLevel__c— A numerical representation of sales engagement based on activities captured by Backstory.peopleai__FirstTouch__c— The date and time of the first Backstory-logged activity.peopleai__LastTouch__c— The date and time of the most recent Backstory-logged activity.peopleai__LastEmailReceivedDate__c— The date and time of the most recent inbound email logged by Backstory.peopleai__LastEmailReceivedFrom__c— The sender of the most recent inbound email logged by Backstory.peopleai__LastEmailSentDate__c— The date and time of the most recent outbound email logged by Backstory.peopleai__LastEmailSentFrom__c— The sender of the most recent outbound email logged by Backstory.peopleai__LastMeetingDate__c— The date and time of the most recent meeting or call logged by Backstory.peopleai__NextMeetingDate__c— The date and time of the next meeting logged by Backstory.
Custom Objects
The package adds the following custom object:
Email Status (
peopleai__Email_Status__c) — Used to identify invalid email addresses for contacts who have left a company.
Permissions
The managed package includes the People_ai_User permission set.
Assign this permission set to the Backstory integration user so Backstory can access the custom fields and other components required for the integration.
Automation
The package includes automation used to support Salesforce data synchronization, including an Apex trigger that updates call-duration information on Salesforce Tasks.
Reports
The package includes a Backstory Reports folder containing reports related to Backstory-synced data:
Backstory Activity — Activities synced by Backstory.
Backstory Contact Created — Contacts created by Backstory.
Backstory Contact Roles Added — Contact Roles added by Backstory.
The report folder is visible to Salesforce System Administrators by default. A Salesforce administrator can update folder access if other users need access to these reports.
Salesforce User Interface Components
The package includes components that allow Backstory functionality and insights to be displayed within Salesforce.
Visualforce Pages
AccountSection — Displays Backstory summary fields on Account records.
OpportunitySection — Displays Backstory summary fields on Opportunity records.
ContactSection — Displays Backstory summary fields on Contact records.
LeadSection — Displays Backstory summary fields on Lead records.
These components can be added to the corresponding Salesforce page layouts if needed.
Lightning Components
The package includes Lightning components for Backstory experiences such as:
WPaiCanvasFullApp
WPaiCanvasAccount360 (Backstory: Account 360)
WPaiCanvasOppty360 (Backstory: Opportunity 360)
Lightning Tab
PeopleAiAppTab — Provides access to the Backstory experience within Salesforce.
Connected App
PeopleAiCanvasApp — Provides the connection between Salesforce and Backstory's embedded application experience.
Need Help?
Contact your Customer Success Manager or support@backstory.ai.