What Are My Options for Connecting Salesforce to Ambition?

Last updated: November 12, 2026

Ambition can receive Salesforce data through Ambition's Managed Package or through an API-Only connection. Both support every Ambition feature, but they differ in what data they can pull, how often it updates, and who has to set them up.

Required permissions:

  • The Integrations: Edit permission is required to connect Salesforce to Ambition.

Managed Package

  • What it pulls: Data from Salesforce Objects and Reports.

  • Who installs it: A Salesforce System Administrator, from the AppExchange.

  • How often data updates: About every 60 seconds for Object data.

  • Salesforce usage: One Scheduled Apex Job, plus a second if Report Sync is used.

  • Inside Salesforce: Adds an Ambition tab, a Sidebar Widget for Salesforce Classic, and Lightning Components.

API-Only Connection

  • What it pulls: Data from Salesforce Reports and the User Object.

  • Who authorizes it: Any Salesforce user with the Run Reports permission and read access to the reported Objects. No System Administrator is needed.

  • How often data updates: Reports sync every 10 minutes by default, with options of 30 minutes, 1 hour, 3 hours, 6 hours, 12 hours, or 1 day. The User Object updates every 60 minutes.

  • Salesforce usage: One API call per 2,000 report rows at each sync, and one call every 60 minutes to check the User Object.

  • Inside Salesforce: A Salesforce Administrator can add Ambition as a URL Web Tab.

Note:

  • With either option, you can sync users from Salesforce and map Salesforce user fields to managers, permission sets, and Groups in Ambition.

Related Articles