We’re loving our Salesforce Gong integration thus far!
We love seeing call details and timelines on our Opportunities and Accounts but we are struggling to see the same on our Lead and Contact objects.
On our Opportunity object records we have Gong Conversations as a related list item when can then be opened to see the call timeline and further call details.
On our Lead object records we have Gong Related Leads as a related list item that only shows up the title of the call and when the call took place.
Does anyone know how we can get the same Gong Conversations view that we have on our Opportunity records on our Lead records?
Question
Salesforce: Gong Conversations vs Gong Related Leads
+2Hi
Re: Your question above, I’m going to ping our internal teams for some advice/suggestions and someone will get back to you shortly.
Thanks for your patience! 🙂
Hi
Super glad to hear you are enjoying is enriching your Salesforce experience 🤘🤘🤘
You can achieve the exact same view like the Conversation view in the Opportunity page layouts, doing the following:
The Gong Related Leads object lookup to a Conversation, and therefore you can add any missing fields by creating additional custom fields of type Formula that will inherit any field value from the Conversation record. These additional custom fields you create will remain through the whole lifetime of the app in your org, and all the app upgrades you’ll perform.
Please let us know if this helps you get the exact view you are looking for?
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