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Upgrade Gong for Salesforce

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Naomi Papoushado
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This section explains how to upgrade to the latest version of Gong for Salesforce. See Upgrade instructions for specific versions to get a list of changes you need to do to upgrade to a specific version.

Prerequisite

To upgrade Gong for Salesforce:

  1. Check if a new version of the Gong for Salesforce app is available: Hover over your username in the top right and click Settings > Salesforce to open the Salesforce integration settings page.

    Scroll down to Export to Salesforce. Click Update. The Salesforce AppExchange opens in another tab.

    Screen_Shot_2022-06-06_at_13_14_49.png

    or

    Go to Gong.io on the Salesforce AppExchange Listing and click Get it Now.

  2. Click Log In.

  3. Complete your AppExchange login and select whether to install the package into a Production or Sandbox environment.

  4. Confirm the installation details, agree to the Terms and Conditions and click Confirm and Install.

    Step_4.PNG

  5. Select Install for All Users, and then click Upgrade.

    Upgrade_Latest_Version.png

  6. The upgrade process starts. Click Done when the upgrade is complete

Note

  • The upgrade can take a while if the Salesforce servers are busy. In this case, an email will be sent to you when the installation is complete.

  • Reports and dashboards are not overwritten when upgrading to a later version. If you delete a report or dashboard before upgrade, they aren't recreated during upgrade.

Upgrade instructions for specific versions

When upgrading, make sure you follow the instructions for each specific upgrade, even if you aren't upgrading to that specific version. For example, if you are upgrading from version 2.20 to 2.28, complete the instructions for version 2.22 as well as 2.28.

Upgrading to version 2.28

The conversation object now includes the call briefing and call highlights. Once the upgrade is complete, add the fields to the Conversation object in Salesforce.

Upgrading from version 2.23 or higher

To upgrade the Gong for Salesforce app from version 2.23 or higher, download the latest version of the app here.

Upgrading from version 2.22 or earlier

If your current Gong for Salesforce version is 2.22 or earlier do the following:

  1. Upgrade to version 2.22.1

  2. Download the latest version of the app.

  3. Once the upgrade is complete, display scorecards in the conversation object.

  4. Enable the Deals Canvas App to be able to view the Gong Account page in Salesforce.

Upgrading from version 1.22 or earlier

For versions 1.22 or earlier, uninstall Gong for Salesforce, and then install the app again.

Note that you don't need to uninstall and reinstall Gong for Salesforce when updating a later version, although we recommend deleting dashboards and reports to avoid confusion with the new ones (see the following section).

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