Salesforce Metrics
The Ambition Metric Builder is a powerful and flexible interface that lets you translate Salesforce activity into Ambition Metrics.
Below is a comprehensive guide to setting up Salesforce Metrics within Ambition. We advise working through the entire article if this is the first time that your Organization has created Salesforce Metrics within Ambition.
Fundamental Metric Concepts:
How do I set a time frame for Metrics?
What should I consider when building Metrics?
Building Salesforce Metrics:
How do I import Salesforce Objects into Ambition?
How do I build Salesforce Metrics?
How do I Spot Check Salesforce Metrics?
Are there any tips and tricks when building Metrics?
Fundamental Metric Concepts
Objects and Fields
Salesforce uses Objects and Fields to store data.
When using the Ambition Metric Builder, you will first sync an Object to Ambition. After creating a metric or multiple metrics using that Object's data, the fields you used in the metric creation process will also sync with Ambition. By default, Ambition will only query and store the fields needed to process the customer defined metric logic.
You are able to sync additional Meta Fields, fields that are not a part of metric logic - ex. Account Name, # of Seats, Win Story, to provide context to Workflow messages. However, to avoid potential processing issues, we recommend only syncing the meta fields which you plan to use within Workflow messages.
Have questions about Salesforce Objects and Fields?
Check out our Salesforce Metric Library Guide through Ambition University.
Want to have a written plan before building? Check out our downloaded Metric Library Template here.
Will you need Fields from multiple Objects?
Ambition supports fields from multiple Objects though the Report Sync and using an Objects' Related Fields. Related Fields can be synced to Ambition along with Standard Fields.
Reach out to gethelp@ambition.com if you have questions about syncing Related Fields or using the Report Sync option.
Time Frames
When building a Metric, you can select a date on which a user should receive credit for that opportunity, activity, etc.
You cannot set a time frame for calculating a Metric, such as "month-to-date" or "last two weeks"; Ambition Metrics can only be awarded on a specific date, such as "October 1" or "November 12." You cannot filter by a time frame in Metric Logic either, Created Date = This Month, but can use the "Is Blank" or "Is Not blank" operators to incorporate Date Fields into Metric Logic.
For example, you cannot create a Revenue Month-to-Date Metric within the Metric Builder. Instead, you can create a general Revenue Metric in Ambition, then use Ambition tools such as Analytics Reports and Group Dashboards to view data for various time frames (such as month-to-date or quarter-to-date) and groups (such as John Smith's Manager Team or everyone in the Chattanooga Office). If you need support for a month-to-date type of metric, click here to learn more about syncing a summary report and using the Most Recent Value metric type.
When building Metrics, think of Metric building in terms of, "what Salesforce activity should result in revenue being recognized inside Ambition".
Access the Metric Builder and Import Objects
1. Open the left navigation and click Administration > Data > Integrations.
2. Click the Settings button to enter the Salesforce Integration.
3. Click on Data Configuration.
4. If this is the first Metric your organization has built, you will see only the User Object on the Data Configuration page.
If Objects have been synced or Metrics built previously, you can view the Objects and Fields that Ambition is querying and storing.
In the image above, the Account Object has been synced with Ambition.
5. To sync additional Objects, click the Add Object button.
6. Search for and select the Object you need to Import.
Optionally after making an Object selection, select to sync Related fields by toggling Sync Related Fields to Yes.
Related Fields will sync the selected Object's fields and each parent Object's fields. We recommend using Related Fields only for building the most complex metrics in your organization.
Click the Sync Object button.
7. Confirm the Object and Fields synced successfully. You will be able to view the newly synced Object on the Data Configuration page.
8. Sync any additional Objects.
Build Salesforce Metrics
1. When ready to begin building Metrics, click Add under Metric Library.
2. Complete the Metric Builder Form.
1. Basics
Name: How the Metric will be labeled across the site. Visible to end users.
Description: Optional. Brief description of what the Metric is tracking. Visible to end users.
Source-of-Truth: Optional. Provide a URL to the Salesforce dashboard/report that your admin team will use to validate this metric.
↳ See an example of building a report to serve as the source-of-truth here.
2. Object and Fields
Source Object/Report: Select which Salesforce Object or Synced Report this Metric based on.
Who Gets Credit: Select which Salesforce Lookup(User) field that will receive credit for the metric.
Starting to type the field name in the Who Gets Credit? dropdown will allow for quick searching, but searching will pull from the field's API Name instead of text facing name. This Salesforce guide explains the steps for identifying a field's API name.
When Do They Get Credit: Select the Date Field to determine when the user should get credit for the given metric.
All data is tied to one specific date, not a given week or month.
Is your Source of Truth calculated including future dated data? If so, check out this article.
Starting to type the field name in the When Do They Get Credit? dropdown will allow for quick searching, but searching will pull from the field's API Name instead of text facing name. If needed, steps to find a field's API name in Salesforce can be found here.
Computation Type: Should this Metric be Counted, Summed, or Averaged? If a summary report is synced, you will have the additional option of Most Recent Value. Learn more here.
If Sum or Average is selected, additionally select Field to Sum or Field to Average.
Note: Average computation type displays the averages over the days. (Sum of the metric over a timeframe divided by # days in the timeframe)
Can't find an Object or Field? Click on the Add Object button and/or Sync Fields button to allow Ambition to make an API call back to Salesforce in order to either import a new Object into Ambition or grab the most up to date schema for an Object already synced with Ambition.
3. Formatting
Display As: Is this Metric a number, a financial amount, a percentage, or a duration?
Note: To use the Duration formatting for a metric like Talk Time, the field being summed needs to be calculated in seconds. Learn more about converting hh:mm:ss duration into seconds here.
4. Metric Filters
Click on the Add Filter button to optionally add logic.
Due to the automatic aggregation of data into week, month, quarter, and year time frames, please note that you cannot filter based on a date range.
Field: Select a Field from the first dropdown.
Starting to type the field name in the Field dropdown will allow for quick searching, but searching will pull from the field's API Name instead of text-facing name. Steps to find a field's API name in Salesforce can be found here.
Operator: Select a logic statement from the second dropdown.
Value: Select or manually enter a value from the third dropdown. (Note: If manually entering a value, the Value field is Case-Sensitive)
If manually entering a value and the filter needs to apply to multiple values, you can separate the values with a comma. ex. "Re:, re:"
If selecting multiple values from a picklist, rather than a comma the values will automatically be separated by ":::" to allow for picklist values that contain commas to be used. ex. "Closed, Lost:::Closed, Won"
If you add multiple filters notice that a Logic bar appears where you can add logic to your filters if required.
For example, if you have Filter 1 and Filter 2 your Logic bar can be:
1 AND 2 which means both Filter 1 and Filter 2 must be True1 OR 2 which means either Filter 1 or Filter 2 must be True
(Optional) Metric Spot Checking
To confirm that your Ambition Metric Configuration exactly matches that of your Salesforce dashboard or report, you can use the Ambition Spot Checking tool. This is an optional tool and will use an API Call. The Spot Checking tool can be found when creating or editing any Salesforce metric that's receiving data from a Salesforce Object (not report sync metrics).
3. When you are satisfied with your Metric, click the Open Spot Checker button.
4. Select a Date and Salesforce User to verify the Metric accuracy. Click the Spot Check button.
Things to Note about Spot Checking:
- You will use an API Call within your Salesforce instance every time that you select a date, user, and click the "Spot Check" button on an Ambition Metric page. Making an API Call allows Ambition to spot check the respective Metric's logic against your live Salesforce data.
- Using the Spot Check tool reveals what records in Salesforce match the metric logic being spot checked in Ambition. However, the records that appear in the right-hand records window may not be in Ambition yet! If you edit a metric, Spot Check, and do not see the expected values in Ambition after saving - reach out to gethelp@ambition.com to request a data import.
- When updating an existing Metric rather than creating a new Metric, keep in mind that if you are attempting to Spot Check a Date which is previous to the Lock Date found under the Metric name, learn more about Lock Dates here, the Spot Check will come up null.
5. Access the Metric's accuracy and adjust filters as needed.
Note: While discrepancies between the Spot Check value and your Source of Truth should be rare, they can occur.
6. When Ambition's total matches your Salesforce reporting, click the Close Spot Checker button.
7. Click the Confirm and Save Changes button to save the new metric.
When you save a new metric for the first time we will import data back to midnight of the current day. New values are visible to the end-user within 5-10 minutes.
If the import of more historical data is required, send your request to gethelp@ambition.com.
When you make changes to and save an existing metric, you will have the option to process historical data.
Learn more about historical reprocessing here. The amount of processing time is dependent on the amount of data.
Salesforce Metric Tips and Tricks
Is Deleted = False
Ambition will automatically add a filter of Is Deleted = False to every Salesforce Metric. This filter will appear shortly after you have created and saved the metric.
The "Is Deleted" filter ensures that records deleted from your Salesforce instance are also deleted within Ambition.
Filters are Case Sensitive
If you are wanting to track emails by filtering the Subject field you will probably want to look for both "Email" and "email".
18 Digit Record ID Required
There are certain cases where you might need to filter by a Record ID.
You will need to use the 18-character ID, not the 15-character ID, when doing so.
Steps to find a Record Type ID found here.
Revenue Conversions
If multi-currency is enabled and configured in Salesforce, Ambition can provide conversions if sent differing currencies.
Otherwise, Ambition will display and aggregate all currency values as USD.
Learn more about about multi-currency support here.
Tracking Status and/or Stage Changes
Unfortunately, Salesforce does not provide this level of field-level tracking by default. Learn more about how Status and Stage changes can be tracked here.
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