--- title: "Configure data import" slug: "configure-data-import" updated: 2026-10-12T12:14:16Z published: 2026-10-12T12:14:16Z canonical: "help.gong.io/configure-data-import" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # 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] > Note: > > - Make sure the Salesforce integration user has [access to all objects and fields](/v1/docs/salesforce-fields-the-integration-user-needs-access-to) 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] > 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] > 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 ****How do I know if data is being imported correctly?**** Go to the **Connection** tab on the Salesforce integration page. The Import status section shows when data was last imported from Salesforce and flags any problems. ****Why do some Salesforce field names look different in Gong?**** Some Salesforce fields have slightly different display names when shown in the Deal board. The underlying data is the same. ****What is Account Team Member data used for?**** Gong imports Account Team Member data from Salesforce by default. This data is required if you want to use account team assignment to control record access in permission profiles, for example, to restrict which accounts and contacts a team member can see based on whether they are on the account team in Salesforce. If this data is not imported, that permissions option will not work. A team member who manages and configures the Gong platform and handles CRM integrations, user provisioning, permissions, and system settings. [Find my Tech admin](/v1/docs/find-your-technical-or-business-admin). Access to this feature depends on your [assigned seat](/v1/docs/plans-and-seats).