Configure data import

Who can use this: Tech admin

Available on: Any Gong plan

The Data import tab shows all the Salesforce objects Gong imports for your company and the fields selected for each. CRM data you import is available to your team in search, deal boards, Engage, account views, and Forecast.

Note:

• Make sure the Salesforce integration user has access to all objects and fields you want to import.

• We recommend importing up to 50 fields per object to avoid affecting performance.

View the objects Gong imports

Check which objects Gong imports and their status in the Data import tab. For each object, the table shows:

• Object name: The name of the Salesforce object

• Type: Whether the object is a standard object, such as Account, or a custom object

• Status: Whether the object is imported, not imported, importing, or awaiting import

• Imported fields: The fields Gong imports for the object

Configure fields for an object

Clicking a standard or custom object opens a panel where you can choose which fields Gong imports. Fields marked as required cannot be removed.

Warning:

Deselecting a field permanently deletes that field's data from Gong. The field stops being imported.

To configure fields for an object:

1. From the left sidebar, click Admin center.

2. In the Settings tab, click CRM settings under CRM.

3. Click the Data import tab.

4. Click the object you want to configure. The field selection panel opens.

5. Select or deselect the fields you want Gong to import.

6. (Optional) Refine each selected field using the following options:

   • Create placeholder: Enables the field as a variable in Engage emails and other activities.

   • Import history: Imports the field history as it appears in the CRM.

     Note:

     Import history requires field history tracking to be configured in Salesforce. For details, see Field History Tracking and Track Field History for Custom Objects in Salesforce. For formula fields, refer to Unable to track Field History of Formula Fields. Ensure that you select Set history tracking and then select Track old and new values for each field.

7. Click Save.

Add a custom object

Standard objects, such as Account, Contact, Lead, and Opportunity, are already listed in the Data import tab, so you can only add custom objects. If a custom object isn't listed, you can add it. The Salesforce integration user must have read access to the object in Salesforce.

To add a custom object:

1. From the left sidebar, click Admin center.

2. In the Settings tab, click CRM settings under CRM.

3. Click the Data import tab.

4. Click + Import object.

5. Search for or select the custom object you want to import, and click Next.

6. Select the fields to import. Fields marked as required are selected and cannot be removed. Select at least one reference field that points to an Account, Opportunity, User, or Territory object.

7. Click Import. Gong begins importing the object and its selected fields.

Note:

You can import up to ten custom objects, with up to 50 fields for each custom object. If an object has a large number of records, Gong asks you to confirm the import because queries may take longer to run.

Frequently asked questions