The Gong for Salesforce app lets you view your calls together with their data directly in Salesforce. Completed calls are exported as Gong conversations when your Salesforce admin installs Gong for Salesforce.
In Salesforce, go to an account or opportunity you want to see a conversation for.
Search for the conversation in the conversations list.
Click a conversation to open it in a Conversation.
Understand the Conversation tabs
Each Gong conversation includes several tabs. Each tab focuses on a different part of the call.
Highlights
Shows key insights from the call, including:
Topics covered and time spent on each topic
Trackers mentioned during the call
Next steps identified by Gong
Details
Shows structured call information, including:
General call information
Call date, duration, and participants
Opportunity state at the time of the call
Participants
Shows a list of the call participants, their email and title.
Content
Shows related Gong content, including:
Scorecards
Topics
Trackers
Call structure
Only public scorecards appear in Salesforce.
Interaction
Shows statistics of how team members interacted with the call participants. Select a stat to view additional details. See Analyze team performance to understand how the metrics are calculated.
Transcript tab
Shows the entire call transcript with highlights of where each Topic is mentioned.
Gong player
If your admin enabled call playback, the conversation record includes an audio player. The player lets reps listen to calls without leaving Salesforce.
If call playback is not enabled, the conversation includes a link that opens the call in Gong.