---
title: "Configure Gong for Salesforce"
slug: "configure-gong-for-salesforce"
updated: 2026-05-12T11:49:09Z
published: 2026-05-12T11:49:09Z
---

> ## 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 Gong for Salesforce

> **Who can use this**: Tech admin
> 
> **Available on**: Any Gong plan

## **Export call data**

Configure which calls you want to export as a conversation object in Salesforce. Choose how far back you want calls to be updated and the workspaces and team members you want to export calls for.

1. Go to **Admin center > Settings** > **CRM** > **CRM settings**.
2. In the **Gong for Salesforce** tab, select **Export data from calls that occurred up to**and how far back calls should be updated. See [What to consider when setting the activity update timeframe](/v1/docs/export-data-as-salesforce-tasks-or-events) for details on how the calls are updated.
3. To define which calls are uploaded per workspace, click ![edit.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882973748749.png) **Edit**, and create and save a filter ([how to create a filter](/v1/docs/search-for-calls)).
4. By default, smart tracker data is exported to Salesforce. If you don't want to export smart trackers, clear the **Export smart trackers** checkbox. For more details on smart trackers, see [Smart tracker FAQs](/v1/docs/smart-tracker-faqs).
5. Click **Update**.

## **Export historical call data**

You may need to re-export your call data if Gong has already exported your call data to Salesforce, for example, in a sandbox environment.

Keep in mind your Salesforce data storage consumption when choosing how far back to export calls. Gong for Salesforce uses a single API call to create a new Gong Conversation record, which creates between 25-40 additional child records.

1. Go to **Admin center > Settings** > **CRM** > **CRM settings** and go to the **Gong for Salesforce**tab.
2. Uncheck **Export data from calls that occurred up to** and click **Update**.

This prevents Gong from exporting any calls to Salesforce while exporting historical call data.
3. In Salesforce, delete any Gong conversations.
4. In Gong, in the **Gong for Salesforce** tab, select **Re-export historical call data to Salesforce**. The **Export data from calls that occurred up to** checkbox is automatically checked.
5. Select the number of months to update calls for (for example, if you've been working with Gong in your sandbox instance for the past month, select one month ago).
6. Click **Update**. Typically, it takes an overnight sync to export historical calls.
7. Once the historical calls have been exported to Salesforce, Gong will continue to export your current calls to Salesforce.

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).