What You Need
What You Need
Salesforce - Required for deals (Opportunities)
Gong (optional) - For auto-importing calls into deals
Step 1: Connect Salesforce
Step 1: Connect Salesforce
Go to Settings → Integrations → CRM
Find Salesforce and click Authorize
Sign in to Salesforce and approve access when prompted
The Letter managed package will be installed in your Salesforce org
When you see “Salesforce is authorized for your organization,” the connection is complete.
Step 2: Connect Gong (optional)
Step 2: Connect Gong (optional)
If you use Gong for call recording:
Go to Settings → Integrations → Data Sources
Find Gong and click Authorize
Complete the Gong authorization flow
After authorization, copy the Webhook URL shown on the page
In Gong Admin Center → Ecosystem → Automation Rules → Add Rule, paste the webhook URL so new calls are sent to Letter Compass
Step 3: Configure Salesforce Field Mappings
Step 3: Configure Salesforce Field Mappings
Go to Settings → Team Settings → Letter Compass
Open the Salesforce configuration tab
Review the field mappings (Letter AI fields ↔ Salesforce fields)
If you use custom Salesforce fields, adjust the mappings so they match your org
Click Save changes
If any fields are unmapped, you’ll see a warning. Fix those before finishing setup.
Step 4: Create Live Call Scorecards (optional)
Step 4: Create Live Call Scorecards (optional)
In Letter Compass settings, open the Live call scorecards tab
Click Add scorecard
Name the scorecard and define evaluation criteria
Use the toggle to enable or disable each scorecard
Scorecards are applied to imported calls based on their content.
You’re All Set!
After setup, you can:
Open Letter Compass from the sidebar to view your deals
See deals synced from Salesforce Opportunities
With Gong connected, have calls automatically imported and linked to deals
Use live call scorecards to evaluate calls
For next steps, see Using Compass.