Where to go: Click your username > Company settings > Salesforce
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.
In the Salesforce Integration, page scroll down to Export to Salesforce as tasks to configure exporting calls and emails to Salesforce.
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 an existing Account, Contact, Lead, or Opportunity as identified by Gong.
To export calls to Salesforce:
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Ensure that Create Salesforce tasks when calls are processed is selected.
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Click Update.
To export emails to Salesforce:
Note
This is supported for emails written in the Gong email composer, Google Workspace and Office365.
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Under Gong captured emails, select the workspaces you want to export emails from.
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Choose whether to export 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 exports emails to Salesforce, your Salesforce tasks will be duplicated.
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Select which team members you want to export emails for. By default no team members are selected and no emails are exported to Salesforce for the workspace. Click Edit to add or remove team members whose emails should be exported to Salesforce.
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In the Add/remove team members dialog, search for the employee name, team or job title you want to export emails to Salesforce for.
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Click the team members or teams to add them to the list, and click the X to remove them from the list.
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Click OK to close the dialog. The number of team members should be updated.
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Click UPDATE to save the changes.
Multiple tasks can be created in Salesforce for a single email. Tasks for emails are created as follows:
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The email sender and receiver exist in Salesforce either as users or contacts
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For outbound emails: the Salesforce contact or user are in the To field and not in the CC field of the email
For inbound emails: the Salesforce contact or user are in either the To or the CC field of the email
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Separate tasks are created for each Salesforce user and contact and for each opportunity the email is associated with
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A separate 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.
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For inbound emails, tasks are created for Salesforce users that are either the opportunity owner and the status of the opportunity is open, or the account manager
Example of tasks created from outbound emails
From: John@acme
To: Graham@prospectCompany, Julie@prospectCompany
CC: Tim@acme
Associated opportunities: Basic package, Advanced package
In this case, four tasks are created for John.
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Task 1: User: John@acme, Contact: Graham@prospectCompany, Opportunity: Basic package, call-object-identifier - az173489
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Task 2: User: John@acme, Contact: Julie@prospectCompany, Opportunity: Basic package, call-object-identifier - az173489
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Task 3: User: John@acme, Contact: Graham@prospectCompany, Opportunity: Advanced package, call-object-identifier - az173489
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Task 4: User: John@acme, Contact: Julie@prospectCompany, Opportunity: Advanced package, call-object-identifier - az173489
Example of tasks created from inbound emails
To: John@acme, Amy@acme
From: Graham@prospectCompany, Julie@prospectCompany
Associated opportunities: Basic package, Advanced package
In this case two tasks are created as Amy is not the account manager or the opportunity owner.
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Task 1: User: John@acme, Contact: Graham@prospectCompany, Opportunity: Basic package, call-object-identifier - ad8959654
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Task 2: User: John@acme, Contact: Graham@prospectCompany, Opportunity: Advanced package, call-object-identifier - ad8959654
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 |
|
|
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 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.
Emails are exported either:
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Once in 30 seconds
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There are at least 200 emails to export
A single API call is consumed each time emails are exported 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.