Talkdesk
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Talkdesk

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Article summary

TalkDesk stores their calls behind an OAuth wall for security, therefore you need the following to integrate with Gong:

  • That call recordings are successfully pushed into Salesforce

  • That you sign in with a TalkDesk admin via Gong

Note

This integration is connected via Salesforce.

Talkdesk-Salesforce set up

Note

You must be a TalkDesk admin to perform these steps.

Prereqs

You must now add the Call Duration field to the tasks:

  1. Within Salesforce, go to your Setup page.

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

      Talkdesk_task_page_layout

  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.

    Talkdesk_call_duration   Talkdesk_call_duration2

  5. Click Save.

After you start recording calls in Talkdesk, your tasks should look similar to this:

Talkdesk_call_connected

Gong set up

  1. Click Company settings > Data capture > Telephony systems,

  2. Click Add Telephony System and then Talkdesk.

  3. Enter the  User Name and a  Password for your Talkdesk admin account.

    The TalkDesk admin account must be able to access the Outreach Portal in TalkDesk, and all the relevant recordings.

  4. In the Subdomain field, enter the string before your Talkdesk URL.

    For example, if your URL is "company.talkdesk.com", your subdomain is "company".

  5. Click Connect.


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