How Do I Sync a Salesforce Report to Ambition?

Last updated: November 12, 2026

Build a metric from a Salesforce report is often preferable whenever the metric needs to reference fields from multiple Objects. Both Tabular and Summary report types are supposed. However, no report data will be sent to Ambition until at least one metric has been built from the report.

Required permissions:

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

Access the Reports Page

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

  2. On the Enabled tab, click on the Salesforce integration.

  3. In the side menu, click on Data Configuration, then scroll to the Reports section.

Sync the Report

  1. Click on Sync New Report.

  2. Search for the report by name or ID and select it.

  3. For a Tabular report, select fields from the Date Field and Source ID Field drop-down menus. For a Summary report, select the fields it's grouped by from the User Field and Date Field drop-down menus.

  4. Select an option from the Transport Method drop-down menu. If you choose Salesforce API, also select an option from the Sync Interval drop-down menu.

  5. Click on Sync Report. A message will confirm "Successfully Synced Report".

Build a Metric from the Report

  1. Click on Create Metric in the success message, or click on Add under Metric Library in the side menu.

  2. Choose the synced report as the metric's source and continue with the metric creation process.

Note:

  • A report won't send data until a metric is built from it. Summary reports will show their grouped fields as "User" and "Date" in the metric form.

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