Setting up Salesforce custom fields

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Where to go: Click Company settings > CRM > Salesforce

In order to display all data you want to export to Salesforce, we need to define additional fields in the task or contact object and add them to the layout for that object. This can be done automatically by Gong if you install the Gong for Salesforce app, or you can set the fields up manually in Salesforce.

To set up the configuration for your custom fields:

In the Salesforce integration page, scroll down to the Custom fields section.
Select whether you want automatic or manual setup for the custom fields.
1. For automatic configuration install Gong for Salesforce.
2. For manual configuration, create the fields listed below in the relevant objects and then add them to the object layout.
The list of features is updated according to which fields have been defined in Salesforce.

Note
It takes up to an hour for new fields to be populated in Salesforce and for the alert on missing fields to disappear.

The custom fields are listed according to each feature they are associated with.

Field API name

If you install the Gong for Salesforce app, the custom fields are set up automatically and the prefix for the field is:

Gong__

When you set up the fields manually you define them as shown in the tables below and the prefix is:

Gong_

Therefore the API field name may change slightly depending on how the package is set up.

Custom field names

To view Engage flow fields in Salesforce:

Flow data	Adds any Engage data to your tasks and contacts so that you can see which actions were done as part of a flow. By exporting Gong’s Engage data to Salesforce, you can also run Sales-engagement analysis directly in your CRM.
Field label name	Description	Object to add field to	Field API Name	Data type
Engage Flow ID	The ID of the flow the task is associated with. Empty when not associated with a flow.	Task	Gong_Current_Flow_ID__c	Text (30)
Engage Step Attempt ID	The ID of the action that represents the step in the flow the task is associated with. For example, if a rep makes a phone call as part of a step in a flow, and they had to call 5 times before the person answered, this ID represents one of the times the rep tried to call.	Task	Gong_Flow_Execution_ID__c	Text (50)
Engage Flow Name	The name of the flow the task is associated with	Task	Gong_Current_Flow_Name__c	Text (100)
Engage Step Number	The step number in the flow the task is associated with	Task	Gong_Current_Flow_Step_Number__c	Text (10)
Engage Flow ID	The ID of the flow the contact is in. Empty when not associated with a flow	Contact and lead	Gong_Current_Flow_ID__c	Text (30)
Engage Step Attempt ID	The ID of the action that represents the step in the flow the task is associated with. For example, if a rep makes a phone call as part of a step in a flow, and they had to call 5 times before the person answered, this ID represents one of the times the rep tried to call.	Contact and lead	Gong_Flow_Execution_ID__c	Text (50)
Engage Flow Name	The name of the flow the contact is in	Contact and lead	Gong_Current_Flow_Name__c	Text (100)
Engage Flow Status	The status of the flow the contact is in	Contact and lead	Gong_Current_Flow_Status__c	Picklist. Options are: Active Paused Opted out Removed Completed Removed response
Engage Step Number	The step in the flow the contact is in	Contact and lead	Gong_Current_Flow_Step_Number__c	Text (10)
Engage Step Type	The type of step the contact is in	Contact and lead	Gong_Current_Flow_Step_Type__c	Text (80)
Engage Step Completion Date	The date the current task is due to be completed. For example, if the step is to make a phone call, this field shows the date the call should be made.	Contact and lead	Gong_Current_Flow_Task_Due_Date__c	Date
Added to Engage Flow By	The name of the Gong user who assigned the contact or lead to a flow	Contact and lead	Gong_Current_Flow_User_Name__c	Text (80)
Currently in Engage Flow	Indicates whether the contact or lead is currently in an Engage flow	Contact and lead	Gong_Actively_Being_in_a_Flow__c	Checkbox

Add the following fields to Salesforce to ensure that you get all relevant data when generating one task for Gong activities:

1 task per activity	Creates one task in Salesforce for each new activity in Gong regardless of how many accounts, opportunities, and participants the activity is associated with. The full list of associated objects are available once the relevant custom fields are added to the Salesforce task or contact.
Field label name	Description	Object to add field to	Field API Name	Data type
Gong Participants Emails	Displays the list of activity participants. For calls, includes the list of people who were on the call. For emails, a list of people the email was sent to, including those CCed	Task	Gong_Participants__c	Text (255)
Gong Associated Accounts	Displays the list of accounts the activity is associated with	Task	Gong_Associated_Accounts__c	Text (255)
Gong Associated Opportunities	Displays the list of opportunities the activity is associated with	Task	Gong_Associated_Opportunities__c	Text (255)

To view Gong activity data in Salesforce:

Gong activity data	Adds data about your Gong activities to your CRM objects making background information such as the app used for the activity, whether a meeting was postponed, and Engage activity data, available for you to create analytic reports in your CRM or to get insights as to how your prospects are responding to your messaging.
Field label name	Description	Object to add field to	Field API Name	Data type
Meeting Canceled by Prospect	Displays whether the prospect canceled the meeting	Task	Gong_Meeting_Prospect_Canceled__c	Checkbox
# of Times Meeting Rescheduled	Displays the number of times the meeting was rescheduled	Task	Gong_Meeting_Reschedule_Count__c	Number
Call Outcome (AI)	Call disposition set automatically by Gong AI	Task	Gong_Call_Outcome__c	Text 255

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Field API name
Custom field names