How Do I Create a Salesforce Metric?

Last updated: November 13, 2026

Build a metric from a Salesforce Object or report follows the same process as building a metric from any other integration. Every Salesforce metric can be built from only one Object or Report, including that Object's Related Fields. Any Salesforce metric can be counted, summed, or averaged.

Required permissions:

  • The Integrations: Edit permission is required to create Salesforce metrics.

Open the Metric Builder

  1. Head to Admin --> Data --> Integrations.

  2. Open the Enabled tab and click on the Salesforce integration.

  3. In the side menu, under Metric Library, click on Add.

Fill In the Basics

  1. Under Basics, enter a name of up to 64 characters in the Name field.

  2. Optional: Add a brief description in the Description.

  3. Optional: Paste a link to the Salesforce report your team uses to check the metric in the Source-of-Truth field.

Set How the Metric Is Computed

  1. Under Computation, choose the synced Object or Report the metric is built on.

  2. Choose how records are computed, such as Count, Sum, or Average, and the field to sum or average if needed.

  3. Select the Lookup(User) field that gets credit from the Who Gets Credit? drop-down menu.

  4. Select the date field that decides when credit is given from the When Do They Get Credit? drop-down menu.

  5. Select a number, currency, percentage, or duration format from the Display As drop-down menu.

Add Filters and Save

  1. Optional: Under Filters, click on Add Filter and select a field, operator, and value.

  2. Optional: Use the Verify (Optional) section to check the metric against live Salesforce data.

  3. Click on Confirm and Save Changes.

Note:

  • New metrics import data from midnight of the current day forward, and values will appear within 5 to 10 minutes. Email gethelp@ambition.com if you need older data imported.

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