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How do I access Gong for Salesforce?

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Naomi Papoushado
  • Updated

 

  1. Go to Gong, select Settings, Integrations and then click Salesforce.com.

    The following instructions are for version 1.3 and higher.

  2. Check Create Gong Conversation record when calls are processed.

    The metadata of each call is sent to Salesforce. For example the Topics, Trackers and Interaction Stats. From now on, Gong creates a Gong Conversation record for each call processed by Gong.

    Note

    You can also set that the metadata of each call is sent to Salesforce before updating the app.

See also

Using the Gong for Salesforce app

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