How Do I Sync a Salesforce Object to Ambition?

Last updated: November 12, 2026

Objects such as Opportunity, Task, and Lead are among the most commonly used Objects to build Salesforce metrics, although other Objects can be synced as well. Once an Object has been synced, it will appear as a selectable data source when building metrics.

Required permissions:

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

Access the Salesforce Integration Page

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

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

Sync the Object to Ambition

  1. In the side menu, click on Data Configuration. Only the User Object will be listed if nothing has been synced yet.

  2. Click on Add Object. The Sync Object pop-up will appear.

  3. Select the Object from the Salesforce Object drop-down menu.

  4. Optional: Turn on the Sync Related Fields toggle to also sync fields from the Object's parent Objects.

  5. Click on Sync Object. The Object's status will change from yellow to green when the sync finishes.

Refresh an Object's Fields

  1. Click on the ellipses icon next to the Object.

  2. Select Sync Fields to pull in new or changed Salesforce fields.

Note:

  • Syncing Objects requires the Managed Package. Ambition only stores the fields used in your metrics, plus any meta fields you add.

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