People.ai

Troubleshooting: Common Salesforce Error Messages

A guide for security administrators to configure People.ai. Includes IP ranges for your firewall allow list, details on how our Salesforce apps work (ClosePlan, Canvas, PeopleGlass), and information on authentication…

Configure Security Settings for People.ai Integration

Creating “Your Backstory” app page for Manager and Sales Rep Components

Common permission errors that users may encounter

Common Permissions Errors

Learn how to integrate Salesforce with Backstory, a critical step in setting up your Backstory environment.

Salesforce and Managed Package Installation

Installing Backstory inside of Salesforce

Backstory in Salesforce Install Instructions

Fix the Salesforce OAuth errors for Backstory Connected Apps.

Comply with New Salesforce Policies for Connected App Access

Fields Backstory Updates in Salesforce

Add Sheets to Salesforce

Grant Backstory the Salesforce system, object, and field permissions needed for a successful integration.

Configure Salesforce Permissions

This article provides installation and configuration guidance to configure Backstory inside Salesforce.

Backstory in Salesforce Integration & Setup

Information regarding the Backstory Managed Package with Salesforce

Backstory Salesforce Managed Package Overview

CRMs

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