Some data exported to Salesforce tasks, contacts or leads is only displayed after you have added the fields to the relevant object. It takes up to an hour for new fields to be populated in Salesforce.
Engage flow fields can be added to Salesforce by defining the following fields:
Flow data |
Adds any Engage data to your tasks and contacts so that you can see which actions were done as part of a flow. By exporting Gong’s Engage data to Salesforce, you can also run Sales-engagement analysis directly in your CRM. |
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Field label name |
Description |
Object to add field to |
Field API Name |
Data type |
Gong flow ID |
The ID of the flow the task is associated with. Empty when not associated with a flow. |
Task |
Gong_Current_Flow_ID__c |
Text (30) |
Gong step attempt ID |
The ID of the action that represents the step in the flow the task is associated with. For example, if a rep makes a phone call as part of a step in a flow, and they had to call 5 times before the person answered, this ID represents one of the times the rep tried to call. |
Task |
Gong_Flow_Execution_ID__c |
Text (50) |
Gong flow name |
The name of the flow the task is associated with |
Task |
Gong_Current_Flow_Name__c |
Text (100) |
Gong step number |
The step number in the flow the task is associated with |
Task |
Gong_Current_Flow_Step_Number__c |
Text (10) |
Gong flow ID |
The ID of the flow the contact is in. Empty when not associated with a flow |
Contact and lead |
Gong_Current_Flow_ID__c |
Text (30) |
Gong step attempt ID |
The ID of the action that represents the step in the flow the task is associated with. For example, if a rep makes a phone call as part of a step in a flow, and they had to call 5 times before the person answered, this ID represents one of the times the rep tried to call. |
Contact and lead |
Gong_Flow_Execution_ID__c |
Text (50) |
Gong flow name |
The name of the flow the contact is in |
Contact and lead |
Gong_Current_Flow_Name__c |
Text (100) |
Gong flow status |
The status of the flow the contact is in |
Contact and lead |
Gong_Current_Flow_Status__c |
Picklist. Options are:
|
Gong step number |
The step in the flow the contact is in |
Contact and lead |
Gong_Current_Flow_Step_Number__c |
Text (10) |
Gong step type |
The type of step the contact is in |
Contact and lead |
Gong_Current_Flow_Step_Type__c |
Text (80) |
Gong step due date |
The date the current task is due to be completed. For example, if the step is to make a phone call, this field shows the date the call should be made. |
Contact and lead |
Gong_Current_Flow_Task_Due_Date__c |
Date |
Gong added to flow by |
The name of the Gong user who assigned the contact or lead to a flow |
Contact and lead |
Gong_Current_Flow_User_Name__c |
Text (80) |
Gong currently in a flow |
Indicates whether the contact or lead is currently in an Engage flow |
Contact and lead |
Gong_Actively_Being_in_a_Flow__c |
Checkbox |
Add the following fields to Salesforce to ensure that you get all relevant data when generating one task for Gong activities:
1 task per activity |
Creates one task in Salesforce for each new activity in Gong regardless of how many accounts, opportunities, and participants the activity is associated with. The full list of associated objects are available once the relevant custom fields are added to the Salesforce task or contact. |
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Field label name |
Description |
Object to add field to |
Field API Name |
Data type |
Gong participants |
Displays the list of activity participants. For calls, includes the list of people who were on the call. For emails, a list of people the email was sent to, including those CCed |
Task |
Gong_Participants__c |
Text (255) |
Gong associated accounts |
Displays the list of accounts the activity is associated with. |
Task |
Gong_Associated_Accounts__c |
Text (255) |
Gong associated opportunities |
Displays the list of opportunities the activity is associated with. |
Task |
Gong_Associated_Opportunities__c |
Text (255) |
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