Configuring Gong

General settings

• General settings
• Set the Gong admin email address
• Primary and alias email address
• Enable log in to multiple Gong instances
• Set company default timezone
• Set fiscal calendar start month

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Authentication

• Set sign in method
• Set up Okta OpenID Connect authentication
• Set up OneLogin OpenID Connect authentication
• Set up SAML SSO authentication (generic)
• Set up Okta SAML SSO authentication
• Set up Rippling SAML SSO authentication

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Workspaces

• About workspaces
• Set up a workspace
• Move calls to another workspace
• Copy keyword trackers to another workspace
• Delete a workspace
• FAQs for workspaces

Manage team members

• About managing team members
• Plans and seats
• Add or edit a team member
• Change settings for a team
• Make bulk changes to team members
• Why is team hierarchy in Gong important?

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Provision team members

• Provisioning team members
• Provision team members from Okta
• Provision team members from Salesforce
• Provision team members from Rippling
• Provision team members from OneLogin
• Provision team members from Azure Active Directory

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Permission profiles

• About permission profiles
• Set up a permission profile
• Available permission settings
• Business settings in permission profiles
• FAQs for permission profiles

About CRM integrations

• CRM integrations
• Syncing your CRM data to Gong
• How Gong activities are associated to deals in your CRM
• Associating CRM entities with Gong activities
• About manual association
• Setting up Auto Context

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Salesforce to Gong

• Introduction to Gong-Salesforce integrations
• Associating Salesforce accounts and leads to calls
• Connect Salesforce to Gong
• Set import of Salesforce fields
• Enabling multiple currencies
• Importing formula fields

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Gong for Salesforce app

• Install Gong for Salesforce
• Post installation configurations
• Set up Gong to export conversation data to Salesforce
• Create Salesforce tasks for Gong activities
• Updating existing tasks with a task type
• Setting up Salesforce custom fields

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HubSpot Integration

• The benefits of integrating HubSpot and Gong
• Connect HubSpot to Gong
• Set import of HubSpot fields
• Required HubSpot fields that Gong accesses
• Sync calls and meetings to HubSpot
• Sync emails to HubSpot

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Dynamics 365 Integration

• Connect Dynamics 365 to Gong
• Manage your Dynamics 365 Integration
• Fields Gong requires access to

3rd party association

• About 3rd party association
• Set up 3rd party association

Connect calendar and email

• Why you should connect your calendar and email
• Send a connect reminder to team members
• What happens after connecting to Gong
• Remove unwanted emails
• The flow of email data within Gong
• FAQs about emails

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Web conferencing integrations

• Native Zoom recording
• Web conferencing integrations
• FAQs for web conferencing
• Web conferencing providers
• Turn conferencing providers on or off
• GoToMeeting integration

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Telephony integrations

• Supported telephony systems
• What you need from your telephony provider
• 8x8
• Aircall
• Amazon Connect
• Salesforce Service Cloud Voice with Amazon connect

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Data capture and call recording settings

• What is Data capture?
• Define the recording settings
• Delete a recorded call
• FAQs about call recording

Recording consent

• About recording consent
• Add a consent profile
• Assign a consent profile
• Edit a consent profile
• Delete a consent profile
• About the Gong consent page

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Data protection & privacy

• Security compliance
• PCI DSS compliance
• Create an exclude list for web conference recording
• Excluding emails from import
• Public email domains: exclusion list
• Default terms in exclude lists

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Trackers

• Trackers: Overview
• Create smart trackers
• Create keyword trackers
• Add tracker terms to the custom vocabulary
• Common keyword tracker categories
• Download keyword trackers

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Call categories

• Add and manage call categories

Custom vocabulary

• When to use custom vocabulary
• Add a term to the custom vocabulary
• FAQs for custom vocabulary

Whisper

• About Whisper
• Set up Whisper for call interaction stats
• FAQs for Whisper for interaction stats
• Set up Whisper for topics
• FAQs for Whisper for topics
• Use Whisper

Gong Data Cloud

• Integrating Gong data with Snowflake
• Snowflake integration functionality
• Database design
• Gong database reference
• Cookbook

Gong API

• What the Gong API provides
• Receive access to the API
• Build an app to display content in the Gong email composer
• Display account data in the Engage Account/Pipeline tabs

Automation Rules

• Introduction to automation rules
• Create a webhook rule
• Prepare your receiving application to receive a webhook - JWT header
• Payload sent to webhooks
• Create a rule to automatically delete calls
• Edit a rule

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Integrations with Gong

• Integrations with Gong
• Automation & Workflows
• Data, Reporting and BI
• Calendars & Email
• Digital Interactions
• Identity and Access Management

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Slack

• About the Slack integration
• Connect to Slack
• Slack scopes used by Gong
• Slack rules
• FAQs about the Slack integration

Reports

• Create utilization report
• Create a call status report
• Activity association report

Integration Partners Hub

• Intro
• Create an app for Gong
• Set up a sandbox
• Publish your app
• Embed a call in third-party software

Gong Engage

• Set up Gong Engage
• Set up custom flow fields in your CRM
• How Engage data is exported to your CRM
• Set up the Gong dialer
• Gong dialer network connectivity requirements
• Set up trusted calling

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Troubleshooting for tech admins

• Troubleshooting your Salesforce integration
• Troubleshooting email and calendar import errors
• Troubleshooting web conferencing
• Troubleshooting native Zoom recording setup test
• Troubleshooting telephony system issues
• Troubleshooting issues in Deals > Pipeline

Troubleshooting for business admins

• Troubleshooting insights