Connect Gong to Salesforce

Tech admin

 Any Gong plan*

Admin center > Settings > CRM > Salesforce

To connect Gong to Salesforce:

1. In the Salesforce integration settings page, click Connect and log into your Salesforce account.

2. When prompted, click Allow to authorize Gong to access Salesforce.

   Gong asks for access to read data (Lead, Contact, Account, Opportunity, Opportunity History, Field History tables, Task, Organization table and so on) using REST API.
   Provide write access to these objects if you want to export Gong activities to Salesforce.

   Next time you open this page in Gong, you'll see the version installed and if there's a newer version available.

This sets up the integration between Gong and Salesforce. To import and export data, you must configure the import and export settings.

1. Click Manage Salesforce fields to manage which fields to import to Gong.

   Refer to the following articles for info:

   • Set import of Salesforce fields

   • Salesforce fields the integration user needs access to

2. Select the Salesforce currency amount field you want to appear as the deal value in Gong.

3. If you are set up to use multiple currencies in Salesforce, select We use multiple currencies. This lets you view deals, rollup your pipeline, and forecast in a single converted corporate currency when your company sells in different currencies.

   Note:

   When you switch to multiple currencies, we convert all deal values into your default corporate currency, including for past closed deals. Therefore, this action cannot be reversed.

4. To export data to Salesforce:

   • Install Gong for Salesforce

   • Export data as Salesforce tasks or events