SalesLoft (Salesforce version)

Follow these steps to ensure that your SalesLoft is set up to properly work with Gong. Because SalesLoft utilizes Gong's integration with Salesforce, you need to make sure you're synced correctly with Salesforce as well.

Note

If your SalesLoft integration is set up to require SalesLoft users to be logged in to listen to shared recordings (as shown below), disconnect your SalesLoft (Salesforce) integration, and integrate via API instead, using the advanced settings.

Set up SalesLoft

1. In SalesLoft, confirm that you're recording your calls:

   1. Go to the  Settings screen.

   2. On the left, under  Communication, click  Dialer.

   3. Click the  Call Recordings tab.

   4. Make sure  Enable Recording is on. We recommend turning  Team Recording Default on also.

       

2. Map the  Call Duration to Salesforce:

   1. Go to the  Settings screen.

   2. On the left, under  Communication, click  Dialer.

   3. On the left, under  Data, click  Field Configuration.

   4. Click the  Activity Fields tab.

       

   5. In the  Call Duration field, on the right, click  More (...) and select  Edit Mapping.

       

   6. On the  Edit Field screen, make sure  Call Duration appears in both fields, and click  Save.

       

Setup Salesforce

After you complete the SalesLoft setup, you need to go into your Salesforce and surface the  Call Duration field on a task by following these steps.

Note

You must be an admin to perform these steps.

1. Go to your  Setup page.

2. On the left, under  Build, search for and click  Task Page Layouts.

    

3. On the right, under  Action, click  Edit.

4. Locate the  Call Duration field and drag it to the  Additional Information section on the layout.

      

5. Click Save.

After you start recording calls in SalesLoft, your tasks should look like this:

Set up Gong

1. In Gong, click Company settings > Data capture > Telephony Systems.

2. Click  Add Telephony System and then  SalesLoft.

3. Click  Connect.