Gong - Salesforce Integration

Skills used

• Salesforce Architecture, Data Modeling, Automation (Flows)

• Project Management, Reporting & Analytics

• Technical Integration, Stakeholder Communication

My Role & Business Impact

I designed and implemented a custom Salesforce solution to enhance the visibility and usability of Gong Flow data. Gong’s native integration lacked detailed reporting and segmentation capabilities, so I built a scalable system that enabled:

1. Contact Segmentation for Gong Flows

• Enabled mass-enrollment of targeted contacts into Gong Flows using Salesforce Campaigns.

• Impact: Streamlined outreach processes and improved campaign targeting.

2. Detailed Flow Reporting

• Created a custom object and reporting framework to track Gong Flow performance at a granular level.

• Impact: Delivered actionable insights to Sales and Marketing teams, improving campaign effectiveness and sales engagement.

3. Dynamic Dashboard Creation

• Built a comprehensive dashboard with global filters and KPIs to monitor Gong Flow engagement, opportunity influence, and communication metrics.

• Impact: Provided leadership with real-time visibility into sales outreach performance.

Actions Taken

Objective

Enhance Gong Flow data usability in Salesforce for segmentation, automation, and reporting

Custom Object Creation

• Created a custom object “Gong Flow” to store synced data from Gong.

• Designed relationships with key objects: Contact, Lead, Account, Campaign, Opportunity.

Field Mapping & Data Sync

• Mapped Gong fields (e.g., Flow ID, Step Type, Status) to Salesforce.

• Added custom fields for process automation and reporting.

Salesforce Flow Automation

• Built Flows to:

  • Create Gong Flow records on enrollment.

  • Update records as participants progress.

  • Associate related objects (Campaigns, Meetings, Opportunities).

  • Handle lead conversion and campaign member status updates.

Campaign Integration

• Used Campaigns to segment contacts and enroll them in Gong Flows.

• Updated Campaign Member Status based on Gong Flow actions (e.g., reply, meeting booked).

Reporting & Dashboard

• Created multiple report types:

  • Participants by status (e.g., Ready, Sent, Responded)

  • Opportunity influence and value

  • Email activity by account manager

  • Gong Flow status by campaign

  • Meetings linked to Gong Flows

• Built a dynamic dashboard with global filters (Campaign Name) for unified insights.

Final Summary

This project showcases my ability to bridge gaps between third-party tools and Salesforce by designing custom data models, automating processes, and delivering high-impact reporting. The result was a scalable, insightful, and user-friendly system that empowered Sales and Marketing teams to make data-driven decisions.