Objects and fields Gong needs access to

Tech admin and Salesforce admin

When you connect Gong to Salesforce, Gong can access any Salesforce data that the connecting user can access. To control this access, connect using a dedicated integration user.

Configure the integration user

Integration users should only have the permissions needed to import and export data between Gong and Salesforce. This protects your data, but if permissions are too limited, activities may be missing until the setup is adjusted.

Manage data access and actions in Salesforce

Salesforce separates what a user can do from what a user can see.

• What a user can do depends on their object and field permissions, such as the ability to create or update accounts.

• What a user can see depends on organization hierarchy, their role, and sharing rules. For example, a user may have permission to update accounts but will only see the accounts their role and sharing settings allow.

Salesforce permission sets and profiles

The ability to perform actions in Salesforce is set in profiles and permission sets. Permissions include CRUD (create, read, update, delete) operations per object, access to apps or connected app assignments, and which Apex classes and Visualforce pages can be accessed.

• Profiles: Every Salesforce user must have one profile, which defines a baseline set of permissions.

• Permission sets: Add permissions to specific users beyond their profile, without changing the profile itself.

Salesforce roles

Salesforce roles define which objects the user has access to. If the integration user has a role that only has access to specific records in Salesforce, Gong will only see those records.

However, if you assign View All Records to an object in the integration user’s permission set, that overrides the limit set by the role and the integration user will have access to all records for that object.

Salesforce Integration license

Salesforce offers a dedicated license for integration users, which Gong supports. You may want to set up a dedicated integration user for each integration. The integration user needs permissions sets with both the Salesforce API Integration license and the Salesforce Integration license.

• Select the Salesforce API Integration license to assign system permissions (required for creating tasks and events).

• Select the Salesforce Integration license for your to assign field-level permissions (required for importing Salesforce data to Gong).

Setup for the integration user is the same as for a regular Salesforce user.

Permissions and visibility required for Salesforce objects

In Salesforce, you must assign the integration user permissions at both the object and field level. The integration user should have the following permissions in Salesforce:

Note:

To edit Salesforce fields in Gong (such as the Deal board), the team member needs edit permissions to the relevant fields. The integration user’s permissions don’t determine this.

• Read or View All Records: If the integration user has read permissions, they will only be able to access records according to their Role. To give access to all records, assign View All Records.

  • Lead, Contact, Account, and Opportunity objects: Separate check boxes located under Standard Object Permissions

  • Task and Event objects: If you export Gong activities to tasks or events

  • For Deals and Forecast: Opportunity team, Opportunity Splits, and Opportunity Product objects

• Write access (create, update, and delete):

  • Task and Event objects: Set in the System Settings of the profile or permission set. Assign Access Activities, Edit Tasks, Edit Events, and View All Users.
    

• Record types: If you set up task record types, make sure you give access permissions to the integration user

• API enabled

• View All users

If you have an Engage license

Make sure the integration user has the following permissions:

• Contact: Edit and modify all

• Lead: Edit and modify all

• Account: Edit and modify all

• Opportunity: Edit and modify all

• Campaign: View all

• Campaign members: View all

Permissions required for fields in each object

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.

• Required fields cannot be deselected and must be included in the integration. Your Salesforce integration won't work if we can't access these fields.

• Recommended fields can be deselected and don't have to be included in the integration. However these fields enhance functionality or customization options for your deal boards, call filters, and so on and we recommend importing them to Gong.

Other fields can be added as necessary. Scroll down to Supported field types for a list of the supported field types.