Import Salesforce fields to see your CRM data together with your Gong activities. Multi-select, address, location, and encrypted fields cannot be imported. Lookup fields may be imported (for example, AccountId in Contact), and are automatically selected. If you import a lookup field to another object, the referenced Name field won’t be displayed.
Some Salesforce fields may have slightly different names when they are shown in the Deals board.
Once you're set up, you can:
Search for calls that match your Salesforce attributes in the Search page
View deals information in the Accounts page
See the fields as part of the ranking criteria in Whisper for Topics
Drill down to monitor changes in the account timeline (for Opportunity fields set to track changes)
Note:
Make sure that the user that connects to Salesforce has access to all fields you want to import.
We recommend importing up to 50 fields per object so as not to impact performance.
Go to Company settings > CRM > Salesforce.
In the Import from Salesforce area, click Manage Salesforce fields.
The list of fields you can import from Salesforce are organized by Contact, Account, Opportunity, and Lead. Fields from these entities appear in the filter in the Search page under CRM.
Tip:
Use the search to find fields within each object.
For each entity, select the fields you want to import to Gong.
To create a variable from a CRM field, select Create variable next to the field. This enables you to create variables from CRM fields that are imported to Gong in addition to the built-in variables that Gong provides. These variables are then be available for use when creating email templates.
To track the change of a field's value, select Track changes next to the field. Track changes enables you to monitor when and what changes to your Salesforce fields happen as your deal progresses. If your team is using playbooks, it enables users to see when fields were last updated.
Changes are shown in the account timeline and account page.
Note:
This step requires that you have set up field history tracking in Salesforce. If you haven't set it up yet, refer to the Salesforce Help articles Field History Tracking and Track Field History for Custom Objects. For formula fields, refer to the Unable to track Field History of Formula Fields article. Ensure that you select Set history tracking and then select Track old and new values for each field.
Select the field you want to use as the deal amount. This field type must be currency.
Click Save.