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. Standard Objects like Task, Lead and Opportunity are built into Salesforce whereas Custom Objects are created by your company.
Fields help describe an Object—the who, what, when, where, how. Standard Objects have Standard Fields, but Custom Fields can be created by your company.
When using the Metric Builder, you will select an Object and then work with it's Fields to track exactly what you want.
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 does support utilizing Related Fields, which will allow will sync the selected Object's fields and each parent Object's fields, necessary for building more complex Metrics
Ask gethelp@ambition.com if you have questions about Related Fields or use the Report2Metric option.
Time Frames
When creating a Metric, you will not be setting a time frame rather the logic defining when Salesforce activity should be translated into an Ambition Metric.
For instance, you will not create a Revenue MTD Metric; but rather you will create a Revenue Metric that is automatically aggregated into weeks and months within Ambition.
When building Metrics you only need to think 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 the Data Configuration tab.
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 will be able to 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 Sync Object button.
6. 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, necessary for building more complex Metrics.
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 the Metric Library tab.
2. Complete the Metric Builder Form.
1. Basics
Name: How the Metric will be labeled across the site. Visible to end Users.
Description: Brief description of what the Metric is tracking.
Source-of-Truth: 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: Select which Salesforce Object 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. If needed, steps to find a field's API name in Salesforce can be found here.
When Do They Get Credit: Select the Date Field to determine when the user should get credit for the given metric.
All data will be keyed to a 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.
Metric Type: Should this Metric be Counted, Summed, or Averaged?
If Sum or Average is selected, additionally select Field to Sum or Field to Average.
Can't find an Object or Field? Click on the Import 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 utilize 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 Enter a value from the third dropdown. (Note: the Value field is Case-Sensitive)
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
Spot Checking is optional and will utilize an API Call.
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:
1. Opting to Spot Check a metric will utilize an API Call within your Salesforce instance. Making an API Call here allows Ambition to spot check the respective metric's logic against your live Salesforce data.
2. In the case you are updating an existing metric rather then create a net new Metric → 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. To save your Metric, click the Confirm and Save Changes button.
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.
The "Is Deleted" filter is to ensure 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 enable 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.
Comments
0 comments
Article is closed for comments.