How Do I Verify that a Salesforce Metric is Built Correctly?

Last updated: November 13, 2026

The Verify (Optional) section on the Metric Builder page runs a metric's setup against live Salesforce data for one user and date range before you save. Comparing those records with your Source-of-Truth report can help to spot any configuration and filter mismatches before adding the metric to Scorecards, Competitions, and more.

Required permissions:

  • The Integrations: Edit permission is required to access the metric configuration page's Verify tool.

Verify the Metric Configuration

  1. Open the metric in the Metric Builder.

  2. Under Verify (Optional), select a user from the User drop-down menu.

  3. Choose dates in the Start Time and End Time fields.

  4. Optional: Turn on the Exclude Filters In Query toggle to see every record, including ones your filters leave out.

  5. Click on Verify. Matching Salesforce records will appear on the right.

  6. Compare the result with your Source-of-Truth report and adjust the filters if needed.

Note:

  • Each verification query uses one Salesforce API call. Verify works only for metrics built on Objects, not Reports. The Verify tool will result no results for an time before a metric's Lock Date.

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