--- title: "Post installation configurations" slug: "post-installation-configurations" updated: 2026-01-12T08:00:14Z published: 2026-01-12T08:00:14Z canonical: "help.gong.io/post-installation-configurations" --- > ## 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. # Post installation configurations > **Who can use this**: Salesforce admin Once you have installed the Gong for Salesforce app, configure 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. ![Add_view_in_gong_button](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882963945485.png) 3. Click **Related Lists**, select the **Conversations** related list, drag it to the **Related Lists** area in the lower pane, and click **Save**. ![SF_list.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Conversations Related List - Account Page Layout(1).png) 4. Click **Related List properties** and make sure the following fields are added in **Selected Fields**: ![SF_list4.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Conversations Related List Columns - Account Page Layout.jpg) - Conversation Title - Primary Account - Started - Duration (Min) 5. In the **Buttons** area, make sure the **New** and **Change Owner** checkboxes are not checked. ![SF_list3.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Conversations Related List - Buttons.png) ### 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**. ![SF_list.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Conversations Related List - Account Page Layout(1).png) 4. Click **Related List properties** and make sure the following fields are added in **Selected Fields**: ![SF_list5.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Conversations Related List - Opportunity Page Layout.png) - 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**. ![SF_list.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/contact layout.png) 3. Click **Related List properties** and make sure the following fields are added in **Selected Fields**: - Title - Primary Account - Primary Opportunity - Participant Emails - Started ![SF_list6.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882971487117.png) 4. In the **Buttons** area, make sure the **New** and **Change Owner** checkboxes are not checked. #### Add the Flow object to the contact page layout 1. In **Setup** > **Object Manager** > **Lead** > **Page Layouts**, click **Related Lists**. 2. Drag **Engage Flows** to the **Related Lists** area. ![Engage Flow Related Lists](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/RelatedListsEngageFlowSF.png) ### 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**. ![SF_list.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/LeadPageLayout.png) 4. Click **Related List properties** and make sure the following fields are added in **Selected Fields**: - Title - Started - Participants Emails ![SF_list7.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882979021453.png) 5. In the **Buttons** area, make sure the **New** and **Change Owner** checkboxes are not checked. #### Add the Flow object to the lead page layout 1. In **Setup** > **Object Manager** > **Lead** > **Page Layouts**, click **Related Lists**. 2. Drag **Engage Flows** to the **Related Lists** area. ![Engage Flow Related Lists](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/RelatedListsEngageFlowSF.png) ## Display call highlights and transcript in Gong conversations > [!NOTE] > 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** ![visualforce_page_properties.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Call Highlights_Transcript_Visualforce Properties(1).jpg) 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**. ![gong_canvas_1.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882971859597.png) 2. In the **Gong Canvas app connected app** page, select **Edit policies** to display the Edit policies. ![Salesforce_set_permissions](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/editPolicies.png) 3. Set **Permitted Users** to **Admin approved users are pre-authorized** and click **Save**. ![Gong_canvas_app.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/ProfilesPoliciesCanvas.png) 4. In the **Gong Connected app page**, scroll down to **Profiles**, click **Manage Profiles** and add all relevant profiles to the Canvas app. ![back_to_s1.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Manage Profiles.jpg) ## 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] > Note > > You must have Gong for Salesforce v2.20 or later. See [Upgrade Gong for Salesforce](/v1/docs/upgrade-gong-for-salesforce). If you work in classic mode, see [Configure Deals in Salesforce Classic](/v1/docs/post-installation-configurations#define-call-highlights-and-transcript-sections-classic-mode-only) For other versions of Salesforce: 1. [Enable the Deal Canvas app](/docs/post-installation-configurations#enable-the-deal-canvas-app) 2. [Apply Deals Canvas in Accounts](/docs/post-installation-configurations#apply-deals-canvas-in-accounts) 3. [Apply Deals Canvas in Opportunity](/docs/post-installation-configurations#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**. ![DealCanvas1.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882972260621.png) 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. ![DealCanvas2.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882947392525.png) ### **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] > 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. ![DealCanvas3.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Define dedicated Gong Tab.png) 3. From the **Components** pane, drag a Visualforce component to the new tab. ![DealCanvas4.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Drag Visualforce Component.png) 4. Select **GongDealsInAccount** Visualforce page, clear the **Show Label** checkbox, and set the **Height** to **700**. ![DealCanvas5.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Visualforce Page Preferrences.png) 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] > 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. ![DealCanvas6.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882973062157.png) 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**. ![DealCanvas7.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882973256333.png) ### **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. ![DealCanvas8.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882963835021.png) ## 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. ![image2019-2-4_10-22-54.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24882941219469.png) 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.