How Do I Build a Source-of-Truth Report in Salesforce?
Last updated: November 12, 2026
A source-of-truth report is a Salesforce report built to show the same numbers an Ambition metric should show. Whenever there are questions about metric accuracy, admins compare the metric's configuration and totals with this report.
Required permissions:
Permission to create and edit reports is required to build the source-of-truth report in Salesforce.
Build the Report in Salesforce
In Salesforce, create a report on the same Object as the metric, like Opportunity for a New Opportunities metric.
Add filters that match the metric's filters, and remove any you don't need.
Group the report by the user who gets credit, then by the date credit is given.
Save the report.
Copy the report's link from your browser.
Link the Report to the Metric
In the Ambition metric builder, paste the report's link into the metric's Source-of-Truth field under Basics. This way, any other admin can reference the report in case an employee approaches them about a data discrepancy.