How Do I Map Salesforce Roles to Ambition Scorecard Groups?
Last updated: November 14, 2026
If you would like for Salesforce to assign users to existing Scorecard Groups, the values on the User Object records must match those Groups exactly in order for users to be assigned to them. Otherwise, those field values will be used to create new Groups and users will be used into the new Groups instead of the existing Groups that the Scorecards have been built for.
This article discuss two methods for ensuring that Salesforce Role field values map seamlessly to Ambition Scorecard Groups.
Required permissions:
The Integrations: Edit permission is required to map Salesforce user fields.
Option 1: Match the Names
Rename the Groups in Ambition, or the values in Salesforce, so they match exactly. This is the simplest option. Group names can't contain semicolons.
Option 2: Add a Custom Field in Salesforce
In Salesforce, add a custom text field to the UserRole Object, such as Ambition_Name__c.
For each UserRole with Ambition users, enter the exact name of the matching Ambition Group in that field.
Email GetHelp@Ambition.com to ask for a user field re-sync so Ambition can see the new field.
In Ambition, select the new custom field from the Salesforce Field drop-down menu.
Select the Scorecard Group Type from the Ambition Field drop-down menu.
Click on Save Data Format.
Note:
Mapping a field to a Group adds users as members. To make users Group managers, map the field to a Group manager field instead, or assign managers by hand.