2026 Update: Salesforce has informed Backstory that all integrations must be delivered via managed packages with administrator-approved access controls.

As a result, all organizations using Backstory in Salesforce must install and authorize the appropriate Backstory managed package as soon as possible. Completing this update ensures uninterrupted service and compliance with Salesforce's updated security requirements.

Note: Installing and authorizing a managed package requires a Backstory administrator account.

Determine Which Managed Package to Install

Before installing, identify which package applies to your organization so you follow the correct steps below.

If your organization uses PeopleGlass (now called Backstory Sheets) → Follow instructions for the Backstory Managed Package and the PeopleGlass Managed Package. You will need to install both managed packages.
If your organization does not use PeopleGlass (Backstory Sheets), check which package you currently have installed in Salesforce by going to Setup > Apps > Packaging > Installed Packages:
- “People.ai” → Follow instructions for Backstory Managed Package.
- “People.ai: Sales Solution” → Follow instructions for Sales Solution Package or No Managed Package.
- No People.ai packages installed → Follow instructions for Sales Solution Package or No Managed Package.

Backstory Managed Package

These steps walk you through uninstalling the current app, installing the latest package, configuring access, and reauthorizing for organizations on the Backstory Managed Package.

Step 1: Uninstall the Current App

In Salesforce, go to Setup > Platform Tools > Apps > Connected Apps > Manage Connected Apps.
Find the People.ai Integration App (or People.ai) and open the record.
Review current profile/permission sets as the same configuration should be restored later
Click Uninstall and confirm.

Step 2: Install the Latest Package

Log into Backstory as an administrator.
Click the grid icon in the top left corner.
Select Admin Panel.
In the left navigation menu under CRM Sync, click CRMs.
Locate the Salesforce row and click Review Settings.
Under Package, click Click here to install the latest version.
The Salesforce login page will open. Click Use Custom Domain.
Enter the custom domain name. This is the domain your organization uses that precedes salesforce.com.
Click Continue.
Select Install for All Users.
Click Install.
Select the checkbox Yes, grant access to these third-party websites.
Click Continue.

Step 3: Configure Access

In Salesforce, go to Setup > Platform Tools > Apps > Connected Apps > Manage Connected Apps.
Find the Backstory Integration App and click Edit.
In the OAuth Policies section, locate the Permitted Users dropdown and select Admin approved users are pre-authorized.
Click Save.
On the Manage Connected Apps page, click the Backstory Integration App to open its detail page.
Click Manage Permission Sets, select the appropriate permission sets, then click Save.
Click Manage Profiles, select the profiles that should have access, then click Save.

Step 4: Reauthorize

In Backstory, return to Admin Panel > CRMs.
Locate the Salesforce row and click Review Settings.
Click Re-Authorize.
Log in using the Integration User credentials.

PeopleGlass Managed Package

These steps walk you through installing the new managed package and configuring access for organizations that use PeopleGlass.

Step 1: Install the New Managed Package

Go to the managed package installation page.
Select Install for All Users.
Click Install.
Click Continue.

Step 2: Configure Access

In Salesforce Setup, go to Platform Tools > Apps > External Client Apps > External Client App Manager.
Find PeopleGlass Client and click on the name to open the details.
Click Edit.
In the OAuth Policies section, locate the Permitted Users dropdown and select Admin approved users are pre-authorized and confirm change.
Profile and Permission Sets configuration will appear above under App Policies section:
1. Add the appropriate permission sets that should have access
2. AND/OR Add the appropriate profiles that should have access
Click Save.

Step 3: Reauthorize

After completing these steps, users will need to re-log in to PeopleGlass at a future date when the configuration update is activated. Exact timing is still being finalized and will be communicated as it becomes available.

When the update is active, users will see one small additional step at login: they'll be asked to enter their email address before clicking Continue with Salesforce. Once your organization has fully migrated to the new package, this email step will be removed.

Sales Solution Package or No Managed Package

These steps walk you through uninstalling the current app, installing the latest package, configuring access, and reauthorizing for organizations on the Sales Solution package or with no managed package installed.

Step 1: Uninstall the Current App

Note: This step is only applicable if you already have a managed package installed. If you have no managed package installed, skip to Step 2.

In Salesforce, go to Setup > Platform Tools > Apps > Connected Apps > Manage Connected Apps.
Find the People.ai Integration App (or People.ai) and open the record.
Review current profile/permission sets as the same configuration should be restored later
Click Uninstall and confirm.

Step 2: Install the Latest Package

Navigate to the managed package installation page.
Select Install for All Users.
Click Install.
Select the checkbox Yes, grant access to these third-party websites.
Click Continue.

Step 3: Configure Access

In Salesforce, go to Setup > Platform Tools > Apps > Connected Apps > Manage Connected Apps.
Find the Backstory Integration App and click Edit.
In the OAuth Policies section, locate the Permitted Users dropdown and select Admin approved users are pre-authorized.
Click Save.
On the Manage Connected Apps page, click the Backstory Integration App to open its detail page.
Click Manage Permission Sets, select the appropriate permission sets, then click Save.
Click Manage Profiles, select the profiles that should have access, then click Save.