Set up the integration

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Silhouette of a person standing, representing human figures in various contexts.Tech admin, and Salesforce admin

Before setting up the integration:

  • Enable API access in Salesforce. If API access is not enabled, you won’t be able to connect Gong to Salesforce.

  • Set up an integration user with the following configuration:

    • If you use multiple currencies, set the integration user’s personal currency to match the corporate currency

    • If you use opportunity teams, splits, or products, give the integration user access to these and any related objects

    • Give the integration user either a Salesforce license or a Salesforce integration license

    • Give the integration user access to the objects and fields Gong needs access to

You are now ready to connect Gong to Salesforce.