Question

Prevent private conversations from importing into SFDC?

M
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In Gong’s Salesforce integration settings, you can filter the Gong calls that are exported to Salesforce. However, the “Is Private?” flag is NOT available in the list of filters.

FEATURE REQUEST: Please allow private calls to be filtered out of calls exported to Salesforce.

QUESTION: Any workarounds? I’ve implemented a Salesforce validation rule that prevents Gong Conversation records from being created in Salesforce if the Is Private flag is set to true. That generally works, but it may cause problems if Gong sends a batch of records over to Salesforce and one (or more) call records are private (the other non-offending records would also fail due to rollback of the entire batch).

3 replies

Molly Kipnis
Userlevel 6
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Hey Michael!

I highly recommend submitting this feature request (it’s a good one) to our Product team for prioritization, which you can do on the righthand side of this page.

Let me do some digging on potential workarounds...stay tuned, and thanks for your patience! 

Molly Kipnis
Userlevel 6
Badge +1

Hi again @Michael Lu!

Our Support team offered a potential workaround: 

Data Protection & Privacy >> Add email exclude import settings

You can add domains, email addresses and prevent emails from being imported based on words in the subject line.

Here’s the Help center article with more information:
https://help.gong.io/hc/en-us/articles/360041973772-Excluding-emails-from-import

Please let me know if this is helpful! 

M
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@Molly Kipnis Thanks for the replies.

The workaround offered by the Support team is not quite what I’m looking for.

I’d like to prevent meeting recordings from being exported to Salesforce.

The workaround from Support applies to emails being imported into Gong.

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