Salesforce Provisioning
Provision team members automatically from Salesforce
About Salesforce Provisioning
User provisioning for a connected app simplifies account creation and links your Salesforce users’ accounts to their third-party accounts.
Provision team members automatically from Salesforce
We recommend automatic provisioning, for a few reasons:
- To reduce the risk of human error, for example, to make sure data capture isn’t turned on for people who should never be recorded.
- To save time on manual configuration
- To maintain a single source of truth (team member settings that were automatically provisioned aren’t configurable in Gong)
- To improve data security while reducing duplicating processes, for example, if somebody leaves your organization, you only need to deactivate them in one place.
Suported Features:
- Create users: New users created in Salesforce will also be provisioned in Gong
- Update users: Updates made to the user's profile in Salesforce will be pushed to Gong
- Deactivate users: Deactivating the user or disabling the user's access to the application through Salesforce will deactivate the user in Gong
- Reactivate users: Reactivating a user in Salesforce will reactivate the user in Gong
- Manage user data capture permissions and license: Use Salesforce fields to automatically manage data capture settings, permission profiles, workspaces & licenses.