Salesforce fields the integration user needs access to

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. Assign the relevant access levels to the integration user so that you import and export data between Gong and Salesforce.

Permissions required for the integration user

The integration user should have the following permissions in Salesforce:

View all access:
- Lead, Contact, Account, and Opportunity objects (separate check boxes located under Standard Object Permissions)
- For Deals and Forecast: Opportunity team, Opportunity Splits, and Opportunity Product objects
Write access (create, update, and delete):
- Tasks: required if you want to export tasks to Salesforce
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

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 - see the list in the final section to understand what field types are supported.

Account

API field name	Salesforce field label	Required	Recommended
AccountSource	Account Source
Id	ID
Industry	Industry
isDeleted	Is deleted?
lastActivityDate	Last activity (user)
lastModifiedDate	Last modified (user)
Name	Account name
OwnerId	Owner ID
ParentId	Parent Id
SystemModstamp	System Modified Timestamp
Type	Type
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.

Contact

API field name	Salesforce field label	Required	Recommended
AccountId	Account ID
Email	Email address
FirstName	First name
MobilePhone	Mobile phone
Id	ID
IsDeleted	Is deleted?
LastActivityDate	Last activity (user)
LastActivityDate	Last activity (user)
ManagerId	Manager ID
lastName	Last name
LastModifiedDate	Last modified (user)
LeadSource	Lead source
MobilePhone	Mobile phone number
SystemModstamp	Last modified (automated and user)
Title	Title

Lead

API field name	Salesforce field label	Required	Recommended
Company	Company
ConvertedAccountId	Converted account ID
ConvertedContactId	Converted contact ID
ConvertedDate	Date converted
ConvertedOpportunityId	Converted opportunity ID
Phone	Phone number
Email	Email address
FirstName	First name
Id	ID
IsConverted	Is converted?
IsDeleted	Is deleted?
LastActivityDate	Last activity (user)
LastModifiedDate	Last modified (user)
LastName	Last name
LeadSource	Lead Source
MobilePhone	Mobile phone
Phone	Phone
SystemModStamp	Last modified (automated and user)
Title	Title
OwnerId	Owner ID

Opportunity

API field name	Salesforce field label	Required	Recommended
AccountId	Account ID
Amount	Amount
CloseDate	Close date
CreatedDate	Created date
Id	ID
IsClosed	Is closed?
IsDeleted	Is deleted?
IsWon	Is Won?
LastActivityDate	Last activity (user)
LastModifiedDate	Last modified (user)
LeadSource	Lead source
Name	Name
OwnerId	Owner ID
Probability	Probability
StageName	Stage
SystemModstamp	Last modified (automated and user)
Type	Type

Opportunity Contact Role

API field name	Salesforce field label	Required	Recommended
OpportunityId	Opportunity ID
ContactId	Contact ID
CreatedDate	Created date
Id	ID
IsPrimary	Is Primary?
Role	Role
SystemModstamp	Last modified (automated or user)

Opportunity History

API field name	Salesforce field label	Required	Recommended
Amount	Amount
CloseDate	Close date
CreatedDate	Created date
ForecastCategory	Forecast category
Id	ID
OpportunityId	Opportunity ID
Probability	Probability
StageName	Stage name

Opportunity Split

Make sure you're importing the following fields when working with opportunity splits:

API field name	Salesforce field label	Required	Recommended
SplitAmount	Amount
IsDeleted	Deleted
SplitOwnerId	User ID
SplitPercentage	Percent (%)
OpportunityId	Opportunity ID
SplitTypeId	Opportunity Split Type ID
CreatedDate	Created Date
Id	ID
SystemModstamp	System Modstamp

Opportunity Split Type

Make sure you're importing the following fields when working with opportunity splits:

API field name	Salesforce field label	Required	Recommended
IsDeleted	Deleted
IsActive	Active
CreatedDate	Created Date
IsTotalValidated	100% Validated
SplitEntity	Custom Object Definition ID
SplitField	Field
Id	ID
MasterLabel	Label
DeveloperName	Developer Name
SystemModstamp	System Modstamp

Opportunity Stage

API field name	Salesforce field label	Required	Recommended
Id	ID
Description	Description
IsActive	Is active?
IsClosed	Is closed?
IsWon	Is won?
MasterLabel	Master label
SortOrder	Sort order
SystemModstamp	Last modified (automated or user)

Opportunity Team Member

Make sure you're importing the following fields when working with opportunity teams:

API field name	Salesforce field label	Required	Recommended
IsDeleted	Deleted
OpportunityId	Opportunity ID
OpportunityAccessLevel	Opportunity Access
UserId	User ID
CreatedDate	Created Date
Title	Title
TeamMemberRole	Team Role
Id	ID
SystemModstamp	System Modstamp
Name	Name

Record Type

API field name	Salesforce field label	Required	Recommended
Id	Id
IsActive	Active
Name	Record Type
SobjectType	Sobject Type Name
SystemModstamp	Last modified (automated or user)

Task

The integration user should have write access to the task object so that Gong activities can be created in Salesforce.

API field name	Salesforce field label	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
TaskSubtype	Task subtype
Type	Type
WhatId	What ID
WhoId	Who ID
SystemModstamp	Last modified (automated or user)

User

API field name	Salesforce field label	Required	Recommended
Department	Department
Email	Email address
FirstName	First name
Id	ID
lastName	Last name
LanguageLocaleKey	Language / Locale
LastModifiedDate	Last modified (user)
Phone	Phone number
SmallPhotoUrl	URL for photo
SystemModStamp	Last modified (automated or user)
TimeZoneSidKey	Timezone
Title	Job title
UserRoleId	User role ID

Supported field types

We support the following field 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.

BOOLEAN
COMBOBOX
CURRENCY
DATE
DATETIME
DOUBLE
EMAIL
ID
INT
LONG TEXT AREA: Data in this field is trimmed to hold 10k of characters.
LOOKUP: displays the value of the field it is linked to
Note:
Only fields that reference users are supported. Fields that reference Campaign objects are not supported.
NUMBER
PERCENT
PHONE
PICKLIST
REFERENCE: Data in this field isn't supported in search.
Note:
In deal boards, we support only reference to Owner and Record Type. In forecast boards, we support only reference to Record Type (we don't support reference to owner, i.e. alternative owner)
RICHTEXT
STRING
TEXTAREA
TIME
URL

Note that we don't support the following field types:

ADDRESS
ENCRYPTED STRING
LOCATION
MULTIPICKLIST