Post installation configurations

Who is this for: Salesforce admin

Once you have installed the Gong for Salesforce app, perform these tasks to configure the Salesforce objects, such as accounts, to display Gong data.

Add Gong data to Salesforce objects

Add the View in Gong button and Gong related lists to the page layout of the account, opportunity, contact, and lead objects.

Account object

1. Go to Setup > Object Manager > Account > Page Layouts and select Mobile & Lightning Actions in the page layout palette.

2. Drag the View Account in Gong button to the Lightning Experience Actions area.
   

3. Click Related Lists, select the Conversations related list, drag it to the Related Lists area in the lower pane, and click Save.
   

4. Click Related List properties and make sure the following fields are added in Selected Fields:

   • Conversation Title

   • Primary Account

   • Started

   • Duration (Min)

   

5. In the Buttons area, make sure the New and Change Owner checkboxes are not checked.
   

Opportunity object

1. Go to Setup > Object Manager > Opportunity > Page Layouts and select Mobile & Lightning Actions in the page layout palette.

2. Drag the View Opportunity in Gong button to the Lightning Experience Actions area.

3. Click Related Lists, select the Conversations related list, drag it to the Related Lists area in the lower pane, and click Save.
   

4. Click Related List properties and make sure the following fields are added in Selected Fields:

   • Conversation Title

   • Started

   • Duration (Min.)

   • Primary Opportunity

   

5. In the Buttons area, make sure the New and Change Owner checkboxes are not checked.
   

Contact object

1. Go to Setup > Object Manager > Contact > Page Layouts.

2. Click Related Lists, select the Gong Conversations related list, drag it to the Related Lists area in the lower pane, and click Save.
   

3. Click Related List properties and make sure the following fields are added in Selected Fields:  

   • Title

   • Primary Account

   • Primary Opportunity

   • Participant Emails

   • Started
     

4. In the Buttons area, make sure the New and Change Owner checkboxes are not checked.

Lead object

1. Go to Setup > Object Manager > Lead > Page Layouts and select Mobile & Lightning Actions in the page layout palette.

2. Drag the View Lead in Gong button to the Lightning Experience Actions area.

3. Click Related Lists, select the Conversations related list, drag it to the Related Lists area in the lower pane, and click Save.
   

4. Click Related List properties and make sure the following fields are added in Selected Fields:

   • Title

   • Started

   • Participants Emails
     

5. In the Buttons area, make sure the New and Change Owner checkboxes are not checked.

Display call highlights and transcript in Gong conversations

Note:

Only needed if you work in Classic mode.

If you work in Lightening mode, call highlights and transcripts are automatically displayed in the Gong conversation.  

1. In the Gong Call Layout page for the conversation object, create two new sections and name them Call highlights and Transcript.

2. Set the properties for each section:

   • Highlights:

     • Section name: highlights

     • Display section header on: Select only

     • Details page, Layout: Select only one column

   • Transcript:

     • Section name: transcript

     • Display section header on: Select only

     • Details page, Layout: Select only one column

3. Click Visualforce pages in the page layout palette and drag the Call highlights and Transcript to each section.

4. Define the Properties of each Visualforce page:

   Pixel width = 100%

   Pixel height = 510

    

5. Click Save.

Set permissions for the Gong Canvas app

The Gong Canvas is displayed in the Gong Conversation object. You must give permissions to profiles to access the highlights and transcripts fields:

1. Go to Setup, select App manager, scroll down to the Gong Canvas app, and click Manage.
   

2. In the Gong Canvas app connected app page, select Edit policies to display the Edit policies.

    

3. Set Permitted Users to Admin approved users are pre-authorized and click Save.

    

4. In the Gong Connected app page, scroll down to Profiles, click Manage Profiles and add all relevant profiles to the Canvas app.

   

Set up the Gong Deal Canvas app

The Gong Deal Canvas app lets you view the Gong deal page in any Salesforce page you add the canvas app to.

Note

You must have Gong for Salesforce v2.20 or later. See Upgrade Gong for Salesforce.

If you work in classic mode, see Configure Deals in Salesforce Classic

For other versions of Salesforce:

1. Enable the Deal Canvas app

2. Apply Deals Canvas in Accounts

3. Apply Deals Canvas in Opportunity

Enable the Deal Canvas app

1. In Salesforce, go to Setup > Manage Connected Apps, and click Edit to edit the Gong Deals Canvas app.

2. Click Edit Policies and in OAuth Policies set Permitted Users to Admin approved users are pre-authorized.

   

3. Click Save.

4. Click Gong Deals Canvas App and select Profiles you want to apply this app to. Only users with these profiles will be able to view what the canvas app displays.
   

Add the Deals Canvas to Accounts pages

Do the following for all your account Lightning Record Pages where you want to see the Deal canvas:

1. Go to Setup > Object Manager > Account > Lightning Record Pages.

   Note

   We recommend you place the canvas in a wide pane, preferably in the Tabs component.

2. Create a new tab with a custom tab label named Gong.
   

3. From the Components pane, drag a Visualforce component to the new tab.
   

4. Select GongDealsInAccount Visualforce page, clear the Show Label checkbox, and set the Height to 700.
   

5. Click Save.

Add the Deals Canvas to Opportunity pages

Do the following for all your opportunity Lightning Record Pages where you want to see the Deal canvas:

1. Go to Setup > Object Manager > Opportunity > Lightning Record Pages.

   Note

   We recommend you place the canvas in a wide pane, preferably in the Tabs component.

2. Create a new tab with a custom tab label named Gong.
   

3. Drag a Visualforce component to the newly created tab.

4. Select GongDealsInOpportunity Visualforce page, clear the Show Label checkbox, and set the Height to 700.
   

Configure the Deals Canvas in Classic mode

If you work in classic mode, do the following to view the Gong Account in your Salesforce accounts and opportunities pages.

• In each page, drag the Visualforce page to the page layout.
  

Assign permission sets for Admin only installation

Gong for Salesforce includes preset end-user permissions for administrators and users. This step is only required if you installed the app in admin mode, where permissions are managed with permission sets.

1. Users: Go to Setup > Administration permission sets. Find the Gong Users Permission set, click Manage assignments and select the users who work with Gong.

    

2. Administrators: For Salesforce System Administrators, select the Gong Admin Permission set and assign it to the relevant system admins.

Give the integration user permission to create contacts and leads

We recommend setting up a Gong integration user to manage permissions to your Salesforce data. If you enable certain built-in flows, the integration user will need permission to create contacts and leads. Update the integration user’s permissions to include the following:

• Gong API User permission set (included in the Gong for Salesforce package)

• Read/write on Salesforce contact and lead objects

This is necessary if the integration user doesn’t have View all and Modify all system administrator profile.