Salesforce Managed Package Details

Ambition is an Authorized Salesforce Partner that provides a Managed Package available through the AppExchange.

What does it mean to be an Authorized Salesforce Partner?

Ambition has undergone a professional vetting process to ensure our business is both sound and in alignment with the needs of Salesforce CRM customers.

What does it mean to provide a Managed Package on the AppExchange?

Ambition has undergone an extensive security audit to ensure our product is suitable for widespread distribution across Salesforce-approved channels. In addition it means Ambition functions as a self-contained, easily-managed, and seamlessly-upgradeable application that companies can deploy with peace of mind.

Because Ambition has been Salesforce-approved the Managed Package should not count against the majority of your Organizational limits as well!

What Custom Objects will Ambition create after package install?

The Ambition Managed Package creates 13 Custom Objects:

• Ambition Email Recipient
• Ambition Log Entry
• Log (ambition__log_entry__c)
• Ambition Pushable Object
• Ambition Pushable Object Field
• AmbitionEntity
• AmbitionEntityField
• AmbitionGeneralConfig
• AmbitionPushableObjectTestObject
• AmbitionReportFilter
• AmbitionReportInstance
• AmbitionReportInstanceChunk
• AmbitionReportRunConfig

What Salesforce Objects and Fields (and Data) does Ambition have access to?

The Objects and Fields Ambition will have read-only access to is completely dependent on explicit selection criteria. Ambition provides a flexible platform where administrators can build metrics around Standard objects like Opportunities, Tasks, and Events as well as Custom Objects while filtering across both standard and custom fields.

Bottom-line, we only query and store the data you ask us to. In addition, we limit ourselves to read-only access of your Salesforce data.

How often is my Salesforce data sent to Ambition?

On average, data coming from Salesforce Objects updates every 45 seconds.

However, if you are utilizing the Report Sync feature, data will be queried based on the selected sync internal. Available sync intervals options are every 10 minutes, 20 minutes, 1 hour, 3 hours, 6 hours, 12 hours, and 1 day.

How much Salesforce data can be sent to Ambition at once?

The max shared throughput is 10MB/sec.

How Does Ambition Affect My Organization's Limits?

The following will be counted against your organizational limits:

1 Scheduled Apex Job*  (Job Type = ScheduledApex. Apex Class = PusherScheduler)

REST API Calls (read below)

Ambition's Scheduled Job is asynchronous and will not block organizational processes nor cause Salesforce system lag as it will run only when resources are available.

*Ambition will utilize an additional Scheduled Apex Job, resulting in 2 Scheduled Jobs total, if the Report Sync feature is utilized. (Job Type = ScheduledApex. Apex Class = AsyncReportScheduler)

When are API Calls Required for Salesforce Integrations?

Ambition utilizes API calls primarily during onboarding to assist you in building metrics and onboarding users. In general this equates to < 100 API calls to significantly reduce the amount of steps required to get your Organization up and running.

There are seven primary actions that require an API call to maintain Users and Data from Salesforce, each detailed below:

1. Authenticate Managed Package (Post-Installation)

Setup/populate Ambition Custom Objects/Settings with relevant metadata.

Populate Ambition table of Users to be synced from Salesforce.

2. Add User to Ambition

Add User to Ambition Permission Set to grant visibility to App/Tabs.

3. Deactivate User from Ambition

Remove User from Ambition Permission Set to remove visibility to App/Tabs.

4. Build Metric

Sync Object/Field representation to populate selectors.

Spot Check metric logic for accuracy.

Populate Ambition Custom Object with Metric configuration (on save). 

5. Admin

Manually check status of Apex Pusher within Ambition UI. (Data Configuration > Connector)

Import Historical Data. (Ambition Internal Team option only)

6. Maintenance

Automatically monitor the status of Data Pusher (once an hour).

7. Query report data through the Salesforce Polling API

If Ambition's report sync is used alongside the Salesforce API transport method, 1 API call will be required per 2000 rows. 

Using the Salesforce API to receive data report data is an appropriate choice if your organization is flexible with API calls, the frequency of which is configurable per report, and the report needing to be synced is more than 2000 rows of data. Learn more here.

What are these Apex Job logs I see in Salesforce?

As mentioned above, Ambition will be sent relevant data through installing an Apex Scheduled Job.

Ambition's Scheduled Job is asynchronous and will not block organizational processes nor cause Salesforce system lag as it will run only when resources are available.

You may notice "abort" entries in your Apex Job logs attributed to our Pusher due to current Salesforce platform restrictions. At this time, the accepted design pattern is to chain Apex Jobs off of each other in order to receive data as real time as possible. Abort entries are not cause for alert or concern, but rather a sign that everything is running as expected.