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

How to Run Matching Simulation UI

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

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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