What Should I Know Before Building Salesforce Metrics?
Last updated: November 13, 2026
Building metrics from Salesforce data follows the same flow as building a metric from any other integration. However, there are a few formatting requirements specific to Salesforce data.
Required permissions:
The Integrations: Edit permission is required to build Salesforce metrics.
Credit Is Tied to One Date
Each record gives credit on one specific date, such as October 1. You can't build a "month-to-date" metric or filter by a date range, such as Created Date = This Month. Build a general metric instead, and use Ambition's reports and dashboards to view it by week, month, or quarter.
Filter Rules
Case-sensitive values: Typed filter values must match exactly. Filter for both "Email" and "email" if needed.
Several values: Separate typed values with ":::", such as Closed, Lost:::Closed, Won.
Record IDs: Use the 18-character ID, not the 15-character ID.
Deleted records: Ambition adds an Is Deleted equals False filter to every Salesforce metric automatically.
Currency
Ambition shows all currency values in USD unless multi-currency support is turned on.