Objects and fields Gong needs access to

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When you connect your Gong account to Salesforce, Gong can access any Salesforce data that the connecting user has access to. To control this access, connect using a dedicated integration user. Assign the relevant access levels to the integration user required to import and export data between Gong and Salesforce.

Permissions and visibility required for Salesforce objects

The integration user should have the following permissions in Salesforce:

  • Read and View All:

    • Lead, Contact, Account, and Opportunity objects: Separate check boxes located under Standard Object Permissions

    • Task and Event objects: If you export Gong activities to tasks or events

    • For Deals and Forecast: Opportunity team, Opportunity Splits, and Opportunity Product objects

  • Write access (create, update, and delete):

    • Task and Event objects: required if you want to export activities as tasks or events in Salesforce

  • API enabled

  • View All users

If you have an Engage license

Make sure the integration user has the following permissions:

  • Contact: Edit and modify all

  • Lead: Edit and modify all

  • Account: Edit and modify all

  • Opportunity: Edit and modify all

  • Campaign: View all

  • Campaign members: View all

Permissions required for fields in each object

Refer to the following tables to understand what fields are required for the integration, and what's recommended to get the most out of Gong.

  • Required fields cannot be deselected and must be included in the integration. Your Salesforce integration won't work if we can't access these fields.

  • Recommended fields can be deselected and don't have to be included in the integration. However these fields enhance functionality or customization options for your deal boards, call filters, and so on and we recommend importing them to Gong.

Other fields can be added as necessary. Scroll down to Supported field types for a list of the supported field types.

Account

API field name

Salesforce field label

Required

Recommended

AccountSource

Account Source

Id

ID

Industry

Industry

isDeleted

Is deleted?

lastActivityDate

Last activity (user)

lastModifiedDate

Last modified (user)

Name

Account name

OwnerId

Owner ID

ParentId

Parent Id

SystemModstamp

System Modified Timestamp

Type

Type

Website

Account URL. This is not displayed in Gong, for example on the Deals page. If you want to see the website in Gong, create a formula text field in the Account object which contains the account's website, import it to Gong and display field in the relevant page.

Contact

API field name

Salesforce field label

Required

Recommended

AccountId

Account ID

Email

Email address

FirstName

First name

Id

ID

IsDeleted

Is deleted?

LastActivityDate

Last activity (user)

LastActivityDate

Last activity (user)

ManagerId

Manager ID

lastName

Last name

LastModifiedDate

Last modified (user)

LeadSource

Lead source

MobilePhone

Mobile phone number

Phone

Phone

SystemModstamp

Last modified (automated and user)

Title

Title

Event

When exporting meetings or calls you can choose to export them as tasks or events. Activities exported as events have a start and end date and time, but don’t include a status or the call outcome. In addition, you must define custom fields to see all the data available.

API field name

Salesforce field label

Required

Recommended

acceptedInvitees*

Accepted invitees

activityDateTime

Activity date time

description

Description

durationInMinutes

Duration in minutes

endDateTime

End date time

eventSubtype

Event subtype

salesforceId

Salesforce id

salesforceOwnerId

Salesforce owner id

startDateTime

Start date time

subject

Subject

type

Type

undecidedInvitees*

Undecided invitees

declinedInvitees*

Declined invitees

whatId

What id

whoId

Who id

*These fields are set to export to Salesforce but are not syncing due to a limitation. Granting Gong access to these fields allows them to export once the issue is resolved. Data from before the fix will not be exported.

Lead

API field name

Salesforce field label

Required

Recommended

Company

Company

ConvertedAccountId

Converted account ID

ConvertedContactId

Converted contact ID

ConvertedDate

Date converted

ConvertedOpportunityId

Converted opportunity ID

Phone

Phone number

Email

Email address

FirstName

First name

Id

ID

IsConverted

Is converted?

IsDeleted

Is deleted?

LastActivityDate

Last activity (user)

LastModifiedDate

Last modified (user)

LastName

Last name

LeadSource

Lead Source

MobilePhone

Mobile phone

Phone

Phone

SystemModStamp

Last modified (automated and user)

Title

Title

OwnerId

Owner ID

Opportunity

API field name

Salesforce field label

Required

Recommended

AccountId

Account ID

Amount

Amount

CloseDate

Close date

CreatedDate

Created date

Id

ID

IsClosed

Is closed?

IsDeleted

Is deleted?

IsWon

Is Won?

LastActivityDate

Last activity (user)

LastModifiedDate

Last modified (user)

LeadSource

Lead source

Name

Name

OwnerId

Owner ID

Probability

Probability

StageName

Stage

SystemModstamp

Last modified (automated and user)

Type

Type

Opportunity Contact Role

API field name

Salesforce field label

Required

Recommended

OpportunityId

Opportunity ID

ContactId

Contact ID

CreatedDate

Created date

Id

ID

IsPrimary

Is Primary?

Role

Role

SystemModstamp

Last modified (automated or user)

Opportunity History

API field name

Salesforce field label

Required

Recommended

Amount

Amount

CloseDate

Close date

CreatedDate

Created date

ForecastCategory

Forecast category

Id

ID

OpportunityId

Opportunity ID

Probability

Probability

StageName

Stage name

Opportunity Split

Make sure you're importing the following fields when working with opportunity splits:

API field name

Salesforce field label

Required

Recommended

SplitAmount

Amount

IsDeleted

Deleted

SplitOwnerId

User ID

SplitPercentage

Percent (%)

OpportunityId

Opportunity ID

SplitTypeId

Opportunity Split Type ID

CreatedDate

Created Date

Id

ID

SystemModstamp

System Modstamp

Opportunity Split Type

Make sure you're importing the following fields when working with opportunity splits:

API field name

Salesforce field label

Required

Recommended

IsDeleted

Deleted

IsActive

Active

CreatedDate

Created Date

IsTotalValidated

100% Validated

SplitEntity

Custom Object Definition ID

SplitField

Field

Id

ID

MasterLabel

Label

DeveloperName

Developer Name

SystemModstamp

System Modstamp

Opportunity Stage

API field name

Salesforce field label

Required

Recommended

Id

ID

Description

Description

IsActive

Is active?

IsClosed

Is closed?

IsWon

Is won?

MasterLabel

Master label

SortOrder

Sort order

SystemModstamp

Last modified (automated or user)

Opportunity Team Member

Make sure you're importing the following fields when working with opportunity teams:

API field name

Salesforce field label

Required

Recommended

IsDeleted

Deleted

OpportunityId

Opportunity ID

OpportunityAccessLevel

Opportunity Access

UserId

User ID

CreatedDate

Created Date

Title

Title

TeamMemberRole

Team Role

Id

ID

SystemModstamp

System Modstamp

Name

Name

Record Type

API field name

Salesforce field label

Required

Recommended

Id

Id

IsActive

Active

Name

Record Type

SobjectType

Sobject Type Name

SystemModstamp

Last modified (automated or user)

Task

The integration user should have write access to the task object so that Gong activities can be created in Salesforce. You can choose to export calls and meetings as either tasks or events. Set up custom fields to see all task data. Tasks include the status and call outcome fields, but don’t have a start and end date and time.

API field name

Salesforce field label

Required

Recommended

AccountId

Account ID

ActivityDate

Activity date

CallDisposition

Disposition

CallDurationInSeconds

Call duration in seconds

CreatedDate

Created date

Description

Description

Id

ID

OwnerId

Owner ID

Subject

Subject

Status

Status

TaskSubtype

Task subtype

Type

Type

WhatId

What ID

WhoId

Who ID

SystemModstamp

Last modified (automated or user)

User

API field name

Salesforce field label

Required

Recommended

Department

Department

Email

Email address

FirstName

First name

Id

ID

lastName

Last name

LanguageLocaleKey

Language / Locale

LastModifiedDate

Last modified (user)

Phone

Phone number

SmallPhotoUrl

URL for photo

SystemModStamp

Last modified (automated or user)

TimeZoneSidKey

Timezone

Title

Job title

UserRoleId

User role ID

Supported field types

We support the following field types:

Note:

Formula is not a field type. When you define a formula field in Salesforce, in addition to the formula you assign a field type. Therefore, we support formula fields when they are assigned to a supported field type.

  • BOOLEAN

  • COMBOBOX

  • CURRENCY

  • DATE

  • DATETIME

  • DOUBLE

  • EMAIL

  • ID

  • INT

  • LONG TEXT AREA: Data in this field is trimmed to hold 10k of characters.

  • LOOKUP: displays the value of the field it is linked to

    Note:

    Only fields that reference users are supported. Fields that reference Campaign objects are not supported.

  • NUMBER

  • PERCENT

  • PHONE

  • PICKLIST

  • REFERENCE: Data in this field isn't supported in search.

    Note:

    In deal boards, we support only reference to Owner and Record Type. In forecast boards, we support only reference to Record Type (we don't support reference to owner, i.e. alternative owner)

  • RICHTEXT

  • STRING

  • TEXTAREA

  • TIME

  • URL

Note that we don't support the following field types:

  • ADDRESS

  • ENCRYPTED STRING

  • LOCATION

  • MULTIPICKLIST