Ideas for tracking/coaching Solutions Eng team

Hi @CathrynT ,

Great question! It sounds like what you’re looking for is the “Company Participants” filter which lives within Basic Details on the Calls Page (you’ll have to first select the “Additional Filters” button to expose the Basic Details and other options).

This filter works exactly the same as the Host filter except its looking for any internal participants, not just the host. So you can leverage the hierarchy and start typing your name in and choose the “Everyone in Cathryn T’s Team” option to return all calls your team has participated in. 

From there, the possibilities are endless! Maybe you want to overlay a keyword like “integration” to see when that’s coming up in your team’s calls or use a tracker that you’ve built to capture key pieces of value messaging that often come up in your teams talk tracks.

Once you like the set of filters that you’ve laid down you want to hit that purple “Save” button that will appear above the host box at the top so that Gong can email you new calls that match those filters on whatever cadence works best for you. And there’s no limit to how many different saved searches you can create or filters that can be in any one search!

Let me know if this addressed your question or if I can go deeper on anything to ensure you’re able to get what you need from Gong.

@Brandon James, @Molly Kipnis - Is there a way to push a call category or a saved list to Salesforce?  I’m looking to create a report in salesforce that includes only specific people that were on the call from an internal team that doesn’t use Salesforce but are Gong users. 

Thank you @Brandon James , that’s what I have done, however, we have Gong users who are not Salesforce users and the Salesforce report that searches participants will only pull Account contacts and Salesforce users.  All other participants do not show up on the report in Salesforce. 

@Andrew O'Driscoll, sweet!  Thank you, that may work!!  Do you know if it will update existing data/call participants from Gong once I add the new users? 

Thank you @Andrew O'Driscoll.  I look forward to hearing from @Shif Arad!

@Shif Arad Thanks for your reply.  Based on your answer I think this Help Center article needs to be updated, since Gong only sends lead/user/contact based Participants to Salesforce. So there will never be a Participant record in Salesforce with the “Type” field as blank.  Correct?

“Participant custom objects include everyone that was either invited or participated in the call, and the type - User, Contact, Lead. If the participant is not in Salesforce, then the Type field stays blank.”