Post installation configurations

Go to Setup > Object Manager and click the Conversation custom object.

Select Page Layouts and then Gong call layout..

In Classic mode, in the left pane, select Buttons and drag the View in Gong custom button to the Custom Buttons area.

In Lightning mode, click the override the predefined actions link in the Salesforce Mobile and Lightning Experience Actions.

From the Mobile & Lightning Actions pane, drag the View in Gong and View Transcript links to the Salesforce Mobile and Lightning Experience Actions section.

Place the buttons to the left and drag away all the existing buttons (except for 'Sharing' if this is relevant in your organization).

Click Quick Save and continue adjusting the page layout.

Go to Setup > Object Manager and click the Conversation custom object.

Select Page Layouts and then Related lists in the left pane.

Drag the following Related Lists from Quick Find to Related Lists: Accounts, Contacts, Interaction Stats, Invitees, Notes, Opportunities, Leads, Participants, Structure, Topics, and Trackers.

Note: You can adjust later the exact order of the related lists, based on your end user's requirements.

Click Save and close the Page Layout editor.

You now need to add the Gong Conversations related list in the Accounts, Opportunities, Contacts and Leads page layouts. Go to the Object Manager and select the Account object and then Page Layouts.

In the Related Lists section, select the Gong Conversation related list and drag it to the Related Lists area in the lower pane, and then click Save.

Repeat this step in the Contact, Lead and Opportunity objects.

For each Gong Conversations related list please confirm that the following fields are selected and displayed, as select the Sort By field.

Repeat for the following related lists.

Go to Gong Call Layout page and then create two new sections named Call highlights and Transcript by dragging each page's section to the Page Layout, Details area which is highlighted green.

Define the following properties for each section:

Click the Visualforce pages section and drag the Call highlights and Transcript pages.

Define the following in the Properties of each Visualforce page:

Pixel width = 100%

Pixel height = 510

Click Save.

Go to Setup, select App manager and then click the Manage button to access Gong Canvas app.

In the Gong Canvas app connected app page, select Edit policies to display the Edit policies.

Switch the permitted users to Admin approved users are pre-authorized and click Save.

In the Gong Connected app page, scroll down to Profiles , click Manage Profiles and add all relevant profiles to the Canvas app.

Users: Go to Setup > Administration permission sets. Find the Gong Users Permission set, click Manage assignments and select the users who work with Gong.

Administrators For Salesforce System Administrators, select the Gong Admin Permission set and assign it to the relevant system admins.