What Are the Requirements for Syncing a Salesforce Report?

Last updated: November 12, 2026

Report-based metrics are the way to filter by a date field or track a Most Recent Value, which Object-based metrics can't do. Before syncing a report to Ambition, make sure that it meets the formatting requirements below.

Required permissions:

  • The Integrations: Edit permission is required to sync Salesforce Reports.

Report Requirements

  • Format: Only Tabular and Summary reports are supported. Matrix and Joined reports aren't. Most Recent Value metrics require a Summary report.

  • User column: A Lookup(User) field showing who gets credit.

  • Date column: A date field showing when credit is given.

  • Record ID: Tabular reports need an Object ID column so each record is unique.

  • No charts: The report can't contain a chart or graph.

  • Formulas: Summary formulas can only use basic math (+, -, *, /). Row-level formulas and Power of One are supported.

Note:

  • If you installed the Managed Package, metrics built on Salesforce Objects update in about a minute, while reports will sync every 10 minutes or more.

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