Values assigned to task fields
- 2 minute read
- Contributors
- DarkLight
Values assigned to task fields
- 2 minute read
- Contributors
- DarkLight
Article summary
The article explains how task fields are filled in Salesforce, with task subjects indicating the type of activity and potential results. Tasks created by Gong have a specific prefix for accurate reporting. Most tasks are marked as completed, except for meeting invites which are in progress until the meeting occurs. Other fields include Name (CRM contact or lead), Related to (opportunity or account), and Gong Participants Emails (list of activity participants). If the participant list exceeds 255 characters, the full list can be viewed in Gong.
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This article explains how different task fields are filled in Salesforce.
The task subject includes information of which type of activity the task was created for and depending on the activity may also include the result. Each task created by Gong has the [Gong] prefix added. You can use these naming conventions to create accurate reports about your different activities.
Most tasks are assigned a status of completed, as the activities are exported after they have been completed. Only meeting invites are given a status of in progress. Once the meeting has taken place, the task is updated with the meeting details and the status is changed to completed.
Activity type | Task title naming convention | Example | Task status | Task type |
|---|---|---|---|---|
Conference call | [Gong] [<provider>]: <call title> | [Gong] [Zoom]: Meeting set up | Completed | Call |
Short calls | [Gong <call direction>]: <call title> - <call result> | [Gong outbound call]: Call with Gong for Demo - Meeting booked - Interview with company | Completed | Call |
Call attempts | [Gong <call direction>]: <call title> - <call result> | [Gong outbound]: Meeting with Acme - No Answer, left voicemail | Completed | Call |
Calls not recorded | [Gong <call direction>]: <call title> - <call result> | [Gong outbound]: Demo with Gong - Answered - Meeting booked | Completed | Call |
Private call | Private call | Private call | ||
[Gong <email direction>] <email subject> | [Gong in/out] Our upcoming meeting | Completed | Email or Other depending on your settings | |
Meeting invite | [Gong] <call title> | [Gong] Meet with Subzee | In progress | Meeting |
Meeting invite canceled | [Gong] <call title> - Meeting canceled | [Gong] Meet with Subzee - Meeting Canceled | In progress | Meeting |
Custom task | [Gong] Engage task - <activity title> with <contact name> from <account name> | [Gong] Engage task - Send a gift with John A from Gong | Completed | To-do or Other depending on your settings |
LinkedIn message | [Gong] LinkedIn message with <contact. name> from <account name> | [Gong] LinkedIn message with John B from Acme | Message sent via Gong: Completed Message sent via LinkedIn: Task not exported to CRM | LinkedIn Message or Other depending on your settings |
LinkedIn connect | [Gong] LinkedIn connect - <activity title> with <contact name> from <account name> | [Gong] LinkedIn connect with John from Acme | Connection request sent via Gong: Completed Connection request sent via LinkedIn: Task not exported to CRM | LinkedIn Message or Other depending on your settings |
Other task fields are set as follows:
Name: Either a CRM contact or lead. If no CRM contact or lead is found, the field is empty
Related to: If there is a single opportunity that can be associated with the activity, the opportunity is listed. Otherwise the account associated with the CRM contact or lead in the Name field is used.
Gong Participants Emails: If your admin configured one task be created for each Gong activity rather that separate tasks for each contact, account and opportunity, this field lists the activity participants. If the list of participants exceeds 255 characters, the full participant list isn’t displayed in Salesforce. Go to the activity in Gong to see the full participant list.
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