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Integration with Salesforce: distinguish call invitees from participants

  • 24 February 2023
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Hello,

We have Gong integrated with Salesforce and I wanted to know if we can sync in Salesforce which are the call invitees and participants in the Event that is created in Salesforce related to that call.

Thank you,

 

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Best answer by Andrew O'Driscoll 24 February 2023, 19:56

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Userlevel 5
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Yes you can do that very easily if you using Gong for Salesforce. (see detail below) 

If you have just checked the “Create Salesforce tasks when calls are processed” checkbox, then you do not get normalized/ structured/ detailed data on invitees. v participants. 

 

See this help center article- GONG FOR SALESFORCE APP OBJECT FIELDS

page down to the section 

Participants

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.”

 

Interested and want to know more? 

 

Join our next Data in Gong meetup on March 8th, 1PM EST, when deep dive on Gong for Salesforce. Our guests, Gong for Salesforce experts, Dor Sened and Shif Arad will walk us through the applications advantages, configuration best practices, and exciting recent enhancements. 

 

REGISTER HERE

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