How Do I Install Ambition's Managed Package in Salesforce?

Last updated: November 12, 2026

The Managed Package sends data from Salesforce Objects and Reports to Ambition through a Scheduled Apex Job. Installing it takes three parts: authorizing Salesforce in Ambition, installing from the AppExchange, and finishing setup back in Ambition.

Required permissions:

  • The Integrations: Edit permission is required to set up the Salesforce integration.

  • A standard Salesforce user license with the System Administrator profile is required to install the package.

Authorize Salesforce in Ambition

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

  2. On the Available tab, find the Salesforce integration and click on Enable.

  3. In the integration's side menu, click on Authorize / Install.

  4. Click on Authorize and log in with your Salesforce Production credentials.

  5. Click on Allow.

Install the Package from the AppExchange

  1. Next to Managed Package (Recommended), click on Install App. Salesforce will open.

  2. Click on Download for Production.

  3. Choose Install for Admins Only as the security level.

  4. Click on Install.

  5. Check the Yes, grant access to these third-party websites box and click on Continue. The install usually takes 3 to 4 minutes, and Salesforce will email you when it's done.

Finish Setup in Ambition

  1. Return to the Authorize / Install page in Ambition.

  2. Next to Set Up Managed Package, click on Set Up App.

  3. Confirm that Status: reads Connected and every step under Salesforce Initialization Status is complete.

Note:

  • If authorizing or installing fails, try again in a private or incognito browser window. Cookies from another Salesforce login can cause errors.

Related Articles