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Upgrade Gong for Salesforce

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Naomi Papoushado
  • Updated

Gong for Salesforce 2.x provides enriched, out-of-the-box reports and dashboards.

  • To see if a new version of the Gong for Salesforce app is available: Go to Settings > Integrations > Salesforce.

  • To dowload the latest version of the Gong for Salesforce app:

    1. In Export to Salesforce, click Update. The Salesforce AppExchange open in another tab.

    2. Click Get it Now.

      Screen_Shot_2022-06-06_at_13_14_49.png

Note

If you have reports and dashboards set up, they won't be overridden when upgrading the managed package to a later version. Note that if you delete a report or dashboard before upgrade, they aren't recreated during upgrade.

Before you begin...

Figure out what version you have

  • Go to Setup and enter Installed Packages in the Quick Find search box.

    G4SF-version.png

Upgrading from version 1.22 or earlier

For versions 1.22 or earlier, uninstall the Gong for Salesforce app, as instructed in Uninstall Gong for Salesforce , and then install the app again by implementing the Install Gong for Salesforce procedures.

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).

Upgrading from version 2.22 or earlier

Upgrading to Gong for Salesforce app versions 2.23 and higher requires a two step upgrade. If your Gong for Salesforce app is version is 2.22 or earlier, do the following:

  1. Click this link to upgrade to version 2.22.1

  2. Download the latest version of the app here.

Upgrading from version 2.23 or higher

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

Upgrade Gong for Salesforce

Prerequisite

You must first install this patch from the following link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1Q000000lqz3

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

    image2019-2-26_10-56-52.png

  2. Click Log In.

    Log_In.png

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

    Where_do_you_want_to_install_this_package.png

  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 followed by a progress notification.

    image2019-4-28_15-49-52.png

  7. Once the upgrade is complete you'll be notified. Click Done.

    Upgrade_Complete.png

Note

The upgrade can be a lengthy process if the Salesforce servers are busy. If a delay occurs, an email will be sent to you when the installation is complete.

After upgrade - enjoy the latest Gong for Salesforce features!

  • Get set up to display scorecards in the conversation object. Instructions for this are here.

  • Enable the Deals Canvas App to be able to view the Gong Account page in Salesforce. Instructions on how to do this here.