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Set up for RingDNA for Salesforce v1.60 and above

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Naomi Papoushado
  • Updated

Who can do this? TA_1.png

Perform these steps if you have RingDNA for Salesforce v1.60 and above, in order to give Gong access to the required RingDNA call data. This step should be performed before you configure the RingDNA integration.

  1. In Salesforce, go to Setup > Administration > Users > Permissions Sets.

  2. Search for “RingDNA Call Permissions Set” and then click Object Settings.

    ringDNA-SFDC1.png

  3. Search for the Task object.

  4. Go to Field Permissions, locate Conversation, and ensure that Read Access is selected.

    ringDNA-SFDC2.png

  5. In Permission Sets > RingDNA Call Permissions Set, click Manage Assignments.

    ringDNA-SFDC3.png

  6. Click Add Assignments.

    ringDNA-SFDC4.png

  7. Select the integration user that connected Gong to Salesforce, and then click Assign.

    Tip

    To find out who this user is, in Gong, go to Settings > CRM > Salesforce, and look at the Account email.

    Gong can now access the required call data from RingDNA.