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This page contains:
Planned change management. Upcoming changes that will require you to make adjustments to your system.
Technical release notes. Changes that were implemented this month that may affect your Company settings.
Planned change management
This table lists planned changes that may require you to make adjustments in your system.
Planned change | Announcement date | Release date | Learn more |
---|---|---|---|
Salesforce: Change status for tasks/events that aren’t completed | September 2024 | October 2024 |
Technical release notes
October 2024
The following changes were released and may require changes to your Company settings:
If you set up dashboards for revenue analytics
You need Manage revenue analytics permissions. These have been added to all permission profiles where Manage forecast board and upload targets was enabled.
To view dashboards, you need Dashboard permissions. This has been added to all permission profiles with the Forecast page permission enabled.
If you save your Engage prospect’s “do not contact” status in a custom field in your CRM
You can now sync the value with Gong. In Company settings > Engage CRM setup, select the custom field for the Opt out status for contacts and leads. Learn more
New default Engage setting for contact and leads in multiple flows
By default, contacts and leads can be active in multiple flows at the same time. If you want to disable this, go to Company settings > Flows settings. Learn more
If you export Engage flow data to Salesforce or HubSpot
Define the Date Added to Engage Flow and Currently in Engage Flow custom fields in Salesforce contacts and leads and in HubSpot contacts. Learn more: Salesforce custom fields and HubSpot custom fields.
If you want to add Slack notifications to streams
Add Slack notifications for any type of stream, in both personal and company libraries.
If you want to enable a weighted overall score question in your scorecards
When creating or editing a scorecard, select the automatically scored overall question and follow the instructions to give weights to scorecard questions.
Email connection alerts
Get notified in Gong when there’s a problem with a team member’s connection to their email provider
Set web conference calls to private by default
Ensure privacy for specific team members by setting calls they host as private by default. Set this via Team member provisioning or in the Team members page with the new Set all future web conferences as private setting. When set, this applies to new calls, not existing ones. Learn more
If you want to associate activities to parent or other related accounts
Associate accounts with parent or other related accounts automatically via the activity association settings. Learn more
Previous technical release notes
2024
September
If you want to restrict email import according to email prefix: In your company’s Data protection & privacy settings page, create a list of email prefixes. Emails with these prefixes won’t be imported to Gong. Learn more
If you export Engage flow data to Salesforce or HubSpot: Flow status values changed to include full details of the prospect status. Update your Salesforce reports or queries that use the flow status. See new flow status details.
If you change your activity assocation settings: When association settings are updated, new settings can be applied to existing activities from the last 30 days.