Why Can't I Sync a Salesforce Report?
Last updated: November 12, 2026
Most report sync errors trace back to how the report is built in Salesforce, like an attached chart or blank user values. After fixing the report, resync it from the Reports section in Ambition.
Required permissions:
The Integrations: Edit permission is required to resync Salesforce Reports.
Common Causes
Wrong format: Only Tabular and Summary reports can be synced.
It has a chart: Remove charts or images from the report.
Blank users or dates: In a Summary report, filter out blank values in the grouped user or date fields, such as Account Owner not equal to blank.
Missing field access: Ambition needs read access to every field the report filters on.
Recent changes: Edits to the report in Salesforce need a resync.
Resync the Report
Navigate to Admin --> Data --> Integrations.
Open the Enabled tab and click on the Salesforce integration.
Click on Data Configuration and scroll to the Reports section.
Click on Edit next to the report.
Click on Sync Report.
Note:
If the error continues, email GetHelp@Ambition.com with a screenshot of the report and its filters.