Configure Gong for Salesforce

Export call data

Configure which calls you want to see in Salesforce. Choose how far back you want calls to be updated and the workspaces and team members you want to export calls for.

1. Go to Company settings > CRM > Salesforce.

2. In the Gong for Salesforce area, select Export data from calls that occurred up to and how far back calls should be updated. See What to consider when setting the activity update timeframe for details on how the calls are updated.

3. To define which calls are uploaded per workspace, click Edit, and create and save a filter (how to create a filter).

4. By default, smart tracker data is exported to Salesforce. If you don't want to export smart trackers, clear the Export smart trackers checkbox. For more details on smart trackers, see Smart tracker FAQs.

5. Click Update.

Export historical call data

You may need to re-export your call data if Gong has already exported your call data to Salesforce, for example, in a sandbox environment.

Keep in mind your Salesforce data storage consumption when choosing how far back to export calls. Gong for Salesforce uses a single API call to create a new Gong Conversation record, which creates between 25-40 additional child records.

1. Go to Company settings > CRM > Salesforce and scroll down to Gong for Salesforce.

2. Uncheck Export data from calls that occurred up to and click Update.

   This prevents Gong from exporting any calls to Salesforce while exporting historical call data.

3. In Salesforce, delete any Gong conversations.

4. In Gong, in the Gong for Salesforce section of the Salesforce settings page, select Re-export historical call data to Salesforce. The Export data from calls that occurred up to checkbox is automatically checked.

5. Select the number of months to update calls for (for example, if you've been working with Gong in your sandbox instance for the past month, select one month ago).

6. Click Update. Typically, it takes an overnight sync to export historical calls.

7. Once the historical calls have been exported to Salesforce, Gong will continue to export your current calls to Salesforce.