People.ai

How to use the Matching Simulation UI

Edit Match

Use the Engagement Log to audit past activities and filter out those that are not business-relevant, to uphold data security and privacy.

The Engagement Log

Troubleshooting: My Activities show as 'External - No Match'

How to Run Matching Simulation UI

Learn how to test changes to your CRM matching profile to ensure that activities are matched correctly.

Testing your Matching Configuration

Learn about Backstory's score-based matching algorithm.

Webinar: Matching 101

Learn more about the ins and outs of how Backstory matches activities to objects in Salesforce.

Matching

Find answers and get help from Intercom Support and Community Experts

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