How Do I Format a Salesforce Report for Ambition?

Last updated: November 12, 2026

Tabular and Summary reports can be synced to Ambition and serve as data sources for metrics. Tabular reports functionality similarly to a custom Object, while Summary reports act like a Daily Totals integration that sends one value per employee, per day. The two report types have separate formatting requirements in order to be synced to Ambition.

Required permissions:

  • Permission to create and edit reports and report folders is required in Salesforce.

Set Up the Report in Salesforce

  1. In Salesforce, create a report folder named "Ambition (DO NOT TOUCH)" so synced reports aren't changed by accident.

  2. Create the report in that folder, or save a copy of an existing report there.

  3. Set the date filter to the field that decides when credit is given. With the Ambition Package method, use a range of Today, This Week, or Last 30 Days.

Format a Tabular Report

  1. Add a User field column.

  2. Add a Date field column that matches the date filter.

  3. Add the Object ID column.

  4. Optional: Add other columns for context, such as Opportunity Name or Stage.

Format a Summary Report

  1. Group rows by the User field, then by the Date field.

  2. Add a number column and select Summarize --> Sum on it. Average only works with the Salesforce API transport method.

Note:

  • Once a report is synced, don't remove the fields you selected during sync. Removing them will cause data loss.

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