When you connect your Gong account to Salesforce, Gong can access any Salesforce data that the user has access to. To restrict this, set up an integration user.
Refer to the following tables to understand what fields are required for the integration, and what's recommended to get the most out of Gong.
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By required, we mean your that your Salesforce integration won't work if we can't access these fields
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By recommended, we mean the integration will work, but you may lack significant functionality or customization options for your deal boards, call filters, and so on
Other fields can be added as necessary - see the list in the final section to understand what field types are supported.
Account
Field name |
Description |
Required |
Recommended |
---|---|---|---|
Name |
Account name |
|
|
SystemModStamp |
Last modified |
|
|
Id |
ID |
|
|
SystemModstamp |
System Modified Timestamp |
|
|
isDeleted |
Is deleted? |
|
|
lastActivityDate |
Last activity (user) |
|
|
lastModifiedDate |
Last modified (user) |
|
|
Website |
Account URL. This is not displayed in Gong, for example on the Deals page. If you want to see the website in Gong, create a formula text field in the Account object which contains the account's website, import it to Gong and display field in the relevant page. |
|
|
AccountSource |
Account source |
||
Industry |
Industry |
|
|
OwnerId |
Owner ID |
|
|
AccountSource |
Account Source |
||
ParentId |
Parent Id |
||
Type |
Type |
|
Opportunity
Field name |
Description |
Required |
Recommended |
---|---|---|---|
AccountId |
Account ID |
|
|
OwnerId |
Owner ID |
|
|
Amount |
Amount |
|
|
Name |
Name |
|
|
CloseDate |
Close date |
|
|
StageName |
Stage |
|
|
SystemModstamp |
Last modified (automated and user) |
|
|
Id |
ID |
|
|
IsDeleted |
Is deleted? |
|
|
LastActivityDate |
Last activity (user) |
||
LastModifiedDate |
Last modified (user) |
|
|
Probability |
Probability |
||
LeadSource |
Lead source |
||
CreatedDate |
Created date |
|
|
Type |
Type |
|
|
IsWon |
Is Won? |
|
|
IsClosed |
Is closed? |
Lead
Field name |
Description |
Required |
Recommended |
---|---|---|---|
FirstName |
First name |
|
|
LastName |
Last name |
|
|
MobilePhone |
Mobile phone |
|
|
Phone |
Phone |
|
|
|
Email address |
|
|
SystemModStamp |
Last modified (automated and user) |
|
|
LastActivityDate |
Last activity (user) |
|
|
Title |
Title |
|
|
Company |
Company |
|
|
ConvertedAccountId |
Converted account ID |
|
|
ConvertedContactId |
Converted contact ID |
|
|
ConvertedDate |
Date converted |
|
|
ConvertedOpportunityId |
Converted opportunity ID |
|
|
Id |
ID |
|
|
IsConverted |
Is converted? |
|
|
IsDeleted |
Is deleted? |
|
|
LastModifiedDate |
Last modified (user) |
|
|
LeadSource |
Lead Source |
||
OwnerId |
Owner ID |
|
Contact
Field name |
Description |
Required |
Recommended |
---|---|---|---|
AccountId |
Account ID |
|
|
FirstName |
First name |
|
|
lastName |
Last name |
|
|
Title |
Title |
|
|
MobilePhone |
Mobile phone number |
|
|
Phone |
Phone number |
|
|
|
Email address |
|
|
LastActivityDate |
Last activity (user) |
|
|
SystemModstamp |
Last modified (automated and user) |
|
|
Id |
ID |
|
|
IsDeleted |
Is deleted? |
|
|
LastActivityDate |
Last activity (user) |
|
|
LastModifiedDate |
Last modified (user) |
|
|
LeadSource |
Lead source |
User
Field name |
Description |
Required |
Recommended |
---|---|---|---|
FirstName |
First name |
|
|
lastName |
Last name |
|
|
Phone |
Phone number |
||
MobilePhone |
Mobile phone |
||
|
Email address |
|
|
Title |
Job title |
|
|
ManagerId |
Manager ID |
|
|
SystemModStamp |
Last modified (automated or user) |
|
|
Department |
Department |
|
|
Id |
ID |
|
|
LanguageLocaleKey |
Language / Locale |
||
LastModifiedDate |
Last modified (user) |
||
SmallPhotoUrl |
URL for photo |
||
TimeZoneSidKey |
Timezone |
||
UserRoleId |
User role ID |
OpportunityStage
Field name |
Description |
Required |
Recommended |
---|---|---|---|
Id |
ID |
||
MasterLabel |
Master label |
|
|
Description |
Description |
||
IsClosed |
Is closed? |
|
|
IsWon |
Is won? |
|
|
SortOrder |
Sort order |
||
IsActive |
Is active? |
|
|
SystemModstamp |
Last modified (automated or user) |
|
OpportunityHistory
Field name |
Description |
Required |
Recommended |
---|---|---|---|
Amount |
Amount |
|
|
CloseDate |
Close date |
|
|
CreatedDate |
Created date |
|
|
ForecastCategory |
Forecast category |
||
Id |
ID |
|
|
OpportunityId |
Opportunity ID |
|
|
Probability |
Probability |
|
|
StageName |
Stage name |
|
Task
Field name |
Description |
Required |
Recommended |
---|---|---|---|
AccountId |
Account ID |
||
ActivityDate |
Activity date |
|
|
CallDisposition |
Disposition |
|
|
CallDurationInSeconds |
Call duration in seconds |
|
|
CreatedDate |
Created date |
|
|
Description |
Description |
|
|
Id |
ID |
|
|
OwnerId |
Owner ID |
|
|
Subject |
Subject |
|
|
Status |
Status |
|
|
WhatId |
What ID |
|
|
WhoId |
Who ID |
|
|
SystemModstamp |
Last modified (automated or user) |
|
OpportunityContactRole
Field name |
Description |
Required |
Recommended |
---|---|---|---|
OpportunityId |
Opportunity ID |
|
|
ContactId |
Contact ID |
|
|
CreatedDate |
Created date |
|
|
SystemModstamp |
Last modified (automated or user) |
|
|
Id |
ID |
|
|
IsPrimary |
Is Primary? |
|
|
Role |
Role |
|
Supported field types
We support the following fields types:
Note
Formula is not a field type. When you define a formula field in Salesforce, in addition to the formula you assign a field type. Therefore, we support formula fields when they are assigned to a supported field type.
-
DATETIME
-
DATE
-
INT
-
CURRENCY
-
DOUBLE,PERCENT
-
NUMBER
-
STRING
-
TEXTAREA
-
EMAIL
-
URL
-
ID
-
PICKLIST
-
PHONE
-
TIME
-
BOOLEAN
-
REFERENCE
-
COMBOBOX
-
RICHTEXT
Note that we don't support the following field types:
-
MULTIPICKLIST
-
LOCATION
-
ADDRESS
-
ENCRYPTED STRING