Introduction to Gong-Salesforce integrations

Automatically import new team members from Salesforce instead of manually adding them

Filter whose calls get recorded using a Salesforce custom field (see team provisioning)

Tailor Gong to your org's practices, making Gong's findings better aligned to your needs, for example the ability to search for calls on the Salesforce fields that matter to you

Leverage Salesforce fields in Gong to filter calls and search results, as part of Whisper ranking criteria, and as part of account details.

Retrieve context for each call, and associate it with accounts, opportunities, contacts, and leads

Sync new users provisioned in Salesforce (recommended). Users are provisioned in Gong and placed according to your team hierarchy, however, they're set to not get recorded or receive any emails from Gong.

See full call data in Salesforce, for example, topics and trackers mentioned in calls, call stats, and transcripts, for any calls associated with your Salesforce accounts, opportunities, contacts or leads.

Leverage Gong data and cross-correlate with Salesforce data to create pipeline, account, and deal-level reports, and gain visibility to your sales processes.

Drill down into conversation data created by Gong and modelled for your use cases

Ability to measure your KPIs through data integration and enjoy more insights into your team and pipeline:

Create Gong conversation records in Salesforce for every processed conversation, with links to the relevant accounts, opportunities, contacts, and leads.

Create activity records for each call related to the relevant accounts, opportunities, contacts, and leads. (Optional)