How do I validate a Salesforce integration?

"How do I validate a Salesforce integration?" is a continuation of "How do I validate data in Ambition?".

The focus is on validating User level Salesforce metrics for a single day. For team or weekly/monthly aggregations, please validate User level data first, then return to "How do I validate data in Ambition?" for further instruction. 

 

Ambition's Spreadsheet reporting shows more data than expected

Ambition's Spreadsheet reporting shows less data than expected

 

Ambition's reporting shows more data than expected:

1. Identify a distinct user with inconsistent data on a distinct date. 

2. Open the left navigation and click Administration > Data > Integrations.

 

3. Click the Settings button to enter the Salesforce Integration.

 

4. Click on the Data Explorer tab.

 

5. Within the Data Explorer tab, click on Metrics.       

 

6. Click on the Filters icon.

 

7. Select the relevant User and Metric that are reporting more data.

If you have identified a specific day as well, you can update the Date filter. If you've identified a discrepancy within a larger Time Group, you can update the Time Group filter as well.

You will see the filtered User's data listed by day.

 

8. Click the explore button on the left hand side on the appropriate row, and select Raw Records.

 

9. Here you will be able to see the individual records we received contributing to the inflated Metric total. 

Compare the record(s) shown in Ambition with the records from your source of truth report in Salesforce.

Look for differences in the record(s) housed in Ambition and what you are reporting in Salesforce.

Things to look for:

• Is there an error with the current metric logic? Note: Filters are Case Sensitive! 
• Is additional filtering needed in the metric logic?
• Is there a commonality between the records that are inflating the total? All the same Type, Status, etc?

 

If you have questions or concerns about the actual contents of the records that you're viewing, you will want to reach out to the Integration's Admin Email Address.

If provided, the Admin Email Address can be found under the Settings tab of each Integration.

If no Admin Email Address is present, click the Get Help and Learn tab at the bottom of the left hand navigation to access your Organization's Support Resources.

If your Organization has provided Support information, you will see a Company Support Information tab present under Get Help and Learn.

 

Ambition's reporting shows less data than expected:

1. Identify a distinct user with inconsistent data on a distinct date.

2. Open the left navigation and click Administration > Data > Integrations.

 

3. Click the Settings button to enter the Salesforce Integration.

 

4. Click on the Data Explorer tab.

 

5. Within the Data Explorer tab, click on Metrics.   

 

6. Click on the Filters icon.

 

7. Select the relevant User and Metric that are reporting less data.

You will see the filtered User's data listed by day.

If you are in the onboarding process and are not able to see any data for the date you are verifying against, please contact your Customer Success Manager regarding the need for historical data. In lieu of a dedicated CSM, please contact Ambition Support at gethelp@ambition.com.

 

 

8. Click Explore on the appropriate row, and select Raw Records.

 

9. Here you will be able to see the individual records we received contributing to the deflated metric total.

Find a record in Salesforce that should be contributing to the User's total. Look for differences between the record(s) housed in Ambition and what you are reporting in Salesforce.

 

Things to look for:

• Is there an error with the current Metric logic? Note: Filters are Case Sensitive! 
  • Is there a commonality between the records that are not counting. All the same Type, Status, etc?
• Is additional filtering being applied in Ambition that's not present in Salesforce?
  • Ambition is excluding Type = New Business while your Salesforce Report includes New Business.

 

If you have questions or concerns about the actual contents of the records that you're viewing, you will want to reach out to the Integration's Admin Email Address.

If present, the Admin Email Address can be found under the Settings tab of each Integration.

If no Admin Email Address is present, click the Get Help and Learn tab at the bottom of the left hand navigation to access your Organization's Support Resources.

If your Organization has provided Support information, you will see a Company Support Information tab present under Get Help and Learn.