date/time, and end date/time. Note: If you export meeting invites and conference calls as events and you activate this flow, duplicate events will be created for each call. Flow logic The flow is triggered when a Conversation

How are emails matched to an account? Your CRM has a number of contacts associated with each customer and the website domain. Gong analyzes these domains, and emails (not only from the registered contacts), including any of these domains assigned

new to Gong, and added more guidance on using Gong. Sign in with Okta OpenID Connect - Enjoy an improved & seamless sign-in experience Okta OpenID Connect. See Set up Okta OpenID Connect authentication . Warnings filter - UX & UI improvements Next

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

Tech admin , Business admin Gong Engage * The Gong dialer enables your team to call prospects directly from Gong. These calls can be recorded, and get the same analytics and insights as all recorded calls in Gong. While it's unlikely

will be a different individual if the person filling out the scorecard scored another attendee outside the host, but it will be the same individual if they scored the host. Teach them how to score a call Make sure

Business admin , RevOps Forecast Essentials * AI Deal Reviewer assesses whether reps are sticking to a specific sales methodology playbook, so you can better qualify your pipeline. In Settings , you have two options: Use a pre-built playbook: Start with an

Business admin Gong Foundation * Smart trackers identify concepts in calls and emails by searching for the meaning and context. Smart trackers pre-trained by Gong are ready-made, out-of-the-box smart trackers that you can activate at any

Profile icon > My profile Email addresses are used to identify a user so that Gong knows for example, what permissions they have to access different data, and whether to record their calls. The primary email address is used to log

Some upgrades include changes you need to make to the layout of different objects in Salesforce. Typically, this involves adding fields so that you can display new information in Salesforce. Once you have added these configurations, you do not need

Tech admin This article covers how to create an app which integrates with Gong to list on the Gong Collective , and which complies with data residency regulations. By utilizing our APIs you can create apps which use both the backend

Tech admin , Business admin Gong Engage * The Gong Engage API gives you access to create, manage, and customize Engage flows at scale. With these endpoints, you can list available flows and folders, assign or unassign prospects, and override flow content

Tech admin , Business admin Gong Engage * This article explains how the Gong dialer works when your company’s Gong instance is hosted in the EU data center. Note This is not based on where you or your team members are

Tech admin * Data Cloud This section details the tables and columns available in the Gong data cloud. See What's new in Gong Data Cloud for details of what's been added to the data cloud. Note: The field types

Tech admin Any Gong plan* Admin center > Settings > Authentication Step 1: Set up Gong in Rippling Login into your Rippling Admin account. On the Rippling dashboard, scroll down to the App Directory. In the search box , type "Gong". Click the

Note: The steps described are only required if you are upgrading from version 2.31 or below of the Gong for Salesforce app. Starting from Gong for Salesforce version 2.32, the Engage Flow Status picklist values have been updated

Browse the issues below to troubleshoot common problems by yourself. If your issue isn't listed or the solution doesn't help, contact us. Need to sign in to Gong calendar add-in repeatedly Identity providers operating on SAML authentication

All team members Gong Foundation * Deal boards give you an overall picture of pipeline health, and the status of individual deals. If you’re new to deal boards in Gong, read this article for tips and best practices. Arrange your

Business admin Gong Engage * Flows help your teams automate sales tasks by engaging with prospects and customers using a pre-determined series of actions. As an admin, you can set up company flows that your teams can duplicate and save

The Salesforce integration enables the following: Import Salesforce data to Gong: enables Gong to associate your CRM data with Gong conversations, give additional context for deals, allow you to search conversations according to Salesforce data. Export Gong data to Salesforce