Connecting Salesforce

Ambition offers two options for receiving data from Salesforce:

  1. Installing Ambition's Managed Package

  2. Authorizing Salesforce's API

 

Managed Package

Ambition is an Authorized Salesforce Partner that provides a Managed Package available through the AppExchange. A Salesforce System Administrator is necessary for Package installation.

Installing the Managed Package allows for Salesforce data from Objects and Reports to be used in Ambition.

Learn more about installing Ambition's Managed Package here.

 

API-Only

Ambition offers an API-Only route that does not require installation of our Salesforce Managed Package, but rather allows a user without Salesforce System Administrator permissions to authorize the Salesforce Polling API.

Using the API-Only method allows for Salesforce data from Reports to be used in Ambition.

Learn more about authorizing the Salesforce API here.

 

Salesforce Integration Option Comparison

PARAMETER

MANAGED PACKAGE

API-ONLY

# Apex Jobs Required

1 Scheduled Apex Async Job.

1 additional Async Job if the Report Sync feature is used.

None

# API Calls Required (Estimate)

Initial Set Up:

  • Populate Ambition Custom Objects/Settings with relevant metadata, populate table of Users to be synced from Salesforce, build Metrics and spot check for accuracy.


Ongoing Maintenance:

  • 1 call an hour to monitor the status of the Apex Async Job.

  • API call to sync users into Ambition and add those users to the Ambition Salesforce Permission Set.

  • See detailed list of API Calls here.

1 call per 2000 rows of each Salesforce report based on selected frequency.

1 call every 60 minutes to check for updates to the User Object.

Data Refresh Rate

~60 seconds when receiving data from Salesforce Objects

For Report Data:

  • ~10-minutes; with additional frequency options of 20 minutes, 1 hour, 3 hours, 6 hours, 12 hours, and 1 day.

  • Increasing the report sync frequency for API-Only increases total # API calls 

 

For User Object Data:

  • Every 60 minutes.

User Management

Ability to sync users from Salesforce.

Additional options of user management as well such as manual creation, manual CSV upload, or user API.

Ability to map fields from a user's Salesforce profile to populate their manager, permission set, or group memberships in Ambition (ex. Role, Location, etc). 

Ability to sync users from Salesforce.

Additional options of user management as well such as manual creation, manual CSV upload, or user API.

Ability to map fields from a user's Salesforce profile to populate their manager, permission set, or group memberships in Ambition (ex. Role, Location, etc). 

Data Scoping

Customer controlled when syncing Objects and Fields to Ambition.

Customer controlled when syncing pre-built Salesforce reports to Ambition.

For API-Only, Salesforce Reports are scoped to the Object, Fields, and Users that are required.

Accessing Ambition within Salesforce

Ambition automatically creates an Ambition Visualforce tab in Salesforce upon install of the Managed Package.

Ambition additionally creates and offers a Sidebar Widget for Salesforce Classic and two Lightning Components for Salesforce Lightning.

An Ambition URL Web Tab can be created in Salesforce by a Salesforce Administrator.

Business Functionality Loss?

No loss of Ambition business functionality.

No loss of Ambition business functionality.