Create Salesforce tasks for calls and email

You can export calls and emails to Salesforce without installing the Gong for Salesforce app. This creates tasks in Salesforce for each email or call. This action isn't retroactive - only future calls and emails will create tasks.

To access the Salesforce settings page click your username on the top right hand corner and select your company's settings page. Click Salesforce in the CRM block. Configure exporting calls and emails to Salesforce at the bottom of the page under Export to Salesforce as tasks.

Creating tasks

Tasks are created once, immediately after a call is processed in Gong. Tasks for emails may take a little longer as they are created in bulk and based on Salesforce resources available.

Tasks are associated with Account, Contact, Lead, or Opportunity entities as identified by Gong and which existed when the task was created.

Exporting calls to Salesforce

To export calls to Salesforce:

Ensure that Create Salesforce tasks when calls are processed is selected.
Click Update.

Tasks are created in Salesforce as soon as a call is processed in Gong and the relevant Account, Contact, Lead, and Opportunity records are identified by Gong.

Creating tasks for calls

Tasks are created in the context of the relevant Salesforce record identified by Gong.

For example, if a meeting was held for Acme Robotics about a Renewal opportunity with Marcus Rashford and Jack Grealish from Acme Robotics, then tasks activities will be created for the Acme Robotics Account, Renewal Opportunity, and Marcus and Jack's Contacts records.

In the Acme Robotics record, you’ll see 2 tasks; one for Marcus, and one for Jack. In the Renewal Opportunity, you will also see 2 tasks, one for each contact.

Gong creates task records with the following info:

Field	Call value
Subject	The meeting title, in the format of ‘System:Meeting name’ For example, Zoom: Sync with Acme Robotics
Type	Call
Task Subtype	Task
Status	Completed
Related To	Opportunity
Assigned To	Meeting owner
Name	Contact/lead name
Due Date	Date of the call
Comments	Includes a link to the recording in Gong, the date and duration information, and lists any action items that came up on the call

Call comments example:

View call recording and summary at https://app.gong.io/call?id=2914640686039201234 Recorded : Tue., Jul. 6, 2021, 12:45 PM EDT, Duration: 30 minutes

Action Items:

07:09 Thanks. So let me just get this setup right. Always takes a second or two.

07:19 I promise this is not death by powerpoint. I'll make this short and sweet.

10:57 Generally, this is where again it'll be a couple of different either documents are items that I'll share out with the team.

34:50 But then from there, I'll set up a couple of regular ones that we can have some one offs as we need to as appropriate?

39:19 I, well, it's simple. I'll put it in and I'll send it later on.

40:03 You can also create from your user, but I'll… I'll share the options and see whatever.

42:06 Anything you need, let us know you'll have my contact information as well and I'll get this out to you and very shortly.

Exporting emails to Salesforce

To push emails to Salesforce:

Note

This is supported for emails written in the Gong email composer, Google Workspace and Office365.

Under Gong captured emails, select the workspaces you want to export emails from.
Choose whether to push All Emails to Salesforce, or only Emails Written in Gong, (emails written using the Gong email composer).

Caution

If you select All Emails and you have another app which pushes emails to Salesforce, your Salesforce tasks will be duplicated.
Select which team members you want to push emails for. By default no team members are selected and no emails are pushed to Salesforce for the workspace. Click Edit to add or remove team members whose emails should be pushed to Salesforce.
1. In the Add/remove team members dialog, search for the employee name, team or job title you want to push emails to Salesforce for.
2. Click the team members or teams to add them to the list, and click the X to remove them from the list.
3. Click OK to close the dialog. The number of team members should be updated.
Click UPDATE to save the changes.

Creating tasks for emails

Multiple tasks can be created in Salesforce for a single email. For example, a task may be created for up to five email recipients. If an email has more than five recipients, the recipients are noted in the task comments but no task is generated for them.

The email has an activity ID which is stored in the Call Object Identifier displayed in the task. Use this ID to create reports or search for all activities based on a specific email.

Tasks based on emails are created as follows:

Field	Email value
Subject	The email subject, includes details whether the email was outbound or inbound.
Type	Empty
Task Subtype	Email
Status	Completed
Related To	Opportunity
Assigned To	The Salesforce user associated with the Gong user
Name	Contact/lead name
Due Date	Date of the email
Comments	The email details including: The email from and to details and the time the email was sent. The body of the email A link to the email activity in Gong

API consumption for exporting emails to Salesforce

Emails are exported either:

Once in 30 seconds
There are at least 200 emails to export

A single API call is consumed each time emails are pushed to Salesforce. Salesforce does not provide an exact SLA for how long the synchronization takes, but since bulk calls are asynchronous, assume it can take around 2 hours to update.

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