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Authorize Backstory Connected Apps in Salesforce to prevent OAuth errors.

Comply with New Salesforce Policies for Connected App Access

CRMs

Salesforce Integration User Permissions

Review the Salesforce components added by the Backstory managed package before installation.

Backstory Managed Package Components for Salesforce

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

Salesforce Integration

Connect a custom Salesforce field to Backstory so its data appears in-app.

Map a Custom Salesforce Field to Backstory

Fields Backstory Updates in Salesforce

Add Sheets to Salesforce

A guide for security administrators to configure Backstory.

Configure Security Settings for the Backstory Integration

Common permission errors that users may encounter

Common Permissions Errors

Uninstalling the Backstory Salesforce Managed Package

Troubleshooting: Common Salesforce Error Messages

Salesforce

Microsoft Dynamics Integration

Microsoft Dynamics

Oracle Sales Cloud Integration

Oracle Sales Cloud

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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