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    Install Gong for Salesforce
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    Install Gong for Salesforce

    • 1 minute read
    • Contributors
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    Article summary

    The Gong for Salesforce app is designed for tech admins to create objects in Salesforce for exporting data. It sets up the Gong Conversation Salesforce object, custom objects, and a canvas app for call highlights. The app includes preset reports, dashboards, and permission sets. Requirements include a Salesforce Enterprise license, sufficient data storage, and custom fields. Installation involves accessing the app on AppExchange, logging in, selecting the environment, agreeing to terms, and confirming installation for all users. The process may take time, and completion notifications will be sent. Post-installation, steps are provided to set up Salesforce to view Gong data.

    Who is this for? Tech admin

    The Gong for Salesforce app creates objects in Salesforce that enable Gong to export data to Salesforce. The app sets up:

    • The Gong Conversation Salesforce object: an object which displays Gong calls along with relevant CRM information, such as the account the call is associated with.

    • A set of custom objects: objects necessary to create a relational database structure. See About Gong for Salesforce data model & structure.

    • A canvas app: for the call highlights and transcript.

    • Preset reports and dashboards: to see how your reps are performing

    • Preset permission sets: the permission sets enable access to all objects in the Gong for Salesforce app

    The Gong conversation object in Salesforce:

    Requirements

    • You need a Salesforce Enterprise license to install the Gong for Salesforce app.

    • Make sure that you have enough free data storage in Salesforce. Gong for Salesforce uses a single API call to create a new Gong Conversation record, which creates approximately 25-40 additional child records. Each record takes up to 2KB of data. See Accessing the Salesforce API and Viewing API batch size.

    • Make sure you have at least 3 custom fields free: 2 in the opportunity object and 1 in the account object. These will be used by Gong.

    Install the app

    1. Go to the Gong.io listing in AppExchange, and click Get It Now.

      Note:

      Gong for Salesforce is a free app. In AppExchange, it's listed as costing a dollar since this is the lowest amount AppExchange allows when listing an app. You won't be billed for installing it.

    2. Click Log In.

    3. Complete your AppExchange login, and select whether you want to install the package in your Production or Sandbox environment.

    4. Confirm the installation details, agree to the Terms and Conditions, and click Confirm and Install.

    5. Select Install for All Users and click Install.

    6. The installation process starts followed by a progress notification.

    7. Click Done when the installation is complete.

      Note:

      The installation can take a while if the Salesforce servers are busy. If there’s a delay, you will be notified via email when the installation is complete.

    8. Once the installation is complete, follow the steps in Post installation configurations to set up Salesforce to see Gong data.

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