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Set up Gong to export call data to Salesforce

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Naomi Papoushado
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Export call data

As part of your Salesforce integration, export data to Salesforce using the Gong for Salesforce app. A conversation typically creates 25-40 records in Salesforce with each record taking up to 2KB of data. Install Gong for Salesforce, and then complete the following configuration steps:

  1. In the Settings page, click Salesforce.

  2. In the Export to Salesforce area, select Export call data to Salesforce from, and choose when to start pushing call data from.

  3. To filter the calls you upload per workspace, click edit.png Edit, and create and save a filter (how to create a filter).

  4. By default, smart tracker data is exported to Salesforce. If you don't want to export smart trackers, clear the Export smart trackers checkbox. For more details on smart trackers, see Smart tracker FAQs.

  5. Click Update.

Export historical call data

If Gong has already exported your call data to Salesforce, for example, in a sandbox environment, re-export the data so that your official Salesforce instance includes all call data.

Keep in mind your Salesforce data storage consumption when choosing the past period. Gong for Salesforce uses a single API call to create a new Gong Conversation record, which creates approximately 25 additional child records.

  1. In the Settings page, click Salesforce.

  2. In the Export to Salesforce area, clear the Export call data to Salesforce from checkbox and click Update.

    This prevents Gong from pushing any calls to Salesforce for the interim.

  3. Delete any Gong conversations in Salesforce.

  4. In the Salesforce settings page, select Re-export historical call data to Salesforce. This will automatically select the Export call data to Salesforce from checkbox.

  5. Select the date from when to export calls (for example, if you've been working with Gong in your sandbox instance for the past 2 months, select the date you started).

  6. Click Update. Typically, it takes an overnight sync to export historical calls.

  7. Once the historical calls have been exported to Salesforce, Gong will continue to export your current calls to Salesforce.

Automate Gong to add notes to tasks in SFDC

In Gong, choose the push tasks to Salesforce option. This pushes live notes to the task.

  • When you take live notes via the notetaker the comments are processed when the call is uploaded to Gong.

  • The notes are tasks, but they are included in the task for the call that is pushed. Note that this feature does not work for comments left after the call has already been uploaded to Gong - it works only with live notes.