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To connect Gong to Salesforce, the tech admin needs to go to Company settings in Gong, then Integrations, and select Salesforce. By clicking Connect and logging into Salesforce, Gong can access Salesforce data. Authorization is required, and write access to objects is needed for exporting Gong activities to Salesforce. The integration setup is completed by configuring export and import settings. Manage Salesforce fields to select fields for import to Gong. Choose the Salesforce currency amount field for deal value display. Enabling multiple currencies converts all deal values to the default corporate currency. Toggle Use contact roles for automatic association of conversations to opportunities. Manage installation and settings in the Export to Salesforce area to view Gong data in Salesforce.
Who can do this? Tech admin
Connect Gong to Salesforce:
In Gong, click Company settings > Integrations > Salesforce.
Click Connect and log into your Salesforce account.
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, but to start importing and exporting data, you must configure the export and import settings.
Click Manage Salesforce fields to manage which fields to import to Gong.
Refer to the following articles for info:
Select the Salesforce currency amount field you want to appear as the deal value in Gong.
If you are set up to use multiple currencies in Salesforce, select We use multiple currencies.
View deals, rollup your pipeline, and forecast in a single converted corporate currency when your org sells in different currencies. Learn more.
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.
In the Activity association area, toggle Use contact roles to ON to let Gong use Salesforce's Contact Role field when associating conversations to opportunities automatically.
Go here to learn more about automatic association.
If you want to see your Gong data in Salesforce, you can manage installation and settings in the Export to Salesforce area.
Go here for more information.