Salesforce Report2Metric
Ambition can translate tabular and summary Salesforce reports into Ambition Metrics, which can be suitable for handling complex multi-Object Metrics.
Report2Metric vs Metric Builder
We recommend using the Metric Builder for all (except your most complex needs) as it uploads Data faster than through the report interface -- reports update every 10 minutes vs ~1 minute from an Object.
The need to filter by a Date Field is the most common use case for needing to utilize Report2Metric.
Ex. Desire to track Appointments that were Set and Held the same Week. Wish to give metric credit on Appointment Held Date, but also filter by Appointment Set Date = This Week. This would not be possible with the traditional metrics built on the Salesforce Object, but are the perfect use case for Report2Metric metrics!
Below is a comprehensive guide to setting up Salesforce Reports to be used as data sources within Ambition. We advise working through the entire document if this is the first time that your Organization has utilized Report2Metric within Ambition.
What is required for Report2Metric?
How do I set up the Salesforce report?
What Salesforce Report formats are accepted?
How do I sync a Salesforce report with Ambition?
What if I have questions about my Salesforce report setup?
Report2Metric Requirements
Ambition reverse-engineers reports and runs the data through native Apex code to avoid incurring API calls. This is a tedious and imperfect process, there is a possibility that Ambition will not be able to translate your report into a Metric.
To ensure the best chance of success, the following requirements must be met:
- Only Tabular and Summary reports are supported. Matrix and Joined reports are not.
- The report must contain a Lookup(User) Field column indicating who will get credit.
- The report must contain a Date Field column indicating when credit should be applied.
- If the report is Tabular, it must contain an Object ID column to ensure record uniqueness.
- The report cannot return more than 2,000 records for the given time range, this is a Salesforce limitation.
- The report cannot contain a chart.
- If the report contains Formula fields they must only utilize basic math (+, -, *, /).
↳ Formula Notes/Special Considerations:
- Ambition does support Salesforce's Power of 1 functionality.
- Based on the way data is collated/serialized before pushing to Ambition, we cannot support a Formula Field that only applies to aggregate records ex. a converted ratio. Ambition will need aggregate fields to be included as detail fields, as well.
Set up the Salesforce Report
- If an Ambition specific folder does not already exist, create a Report folder in Salesforce called Ambition (DO NOT TOUCH)
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| Salesforce Classic |
Salesforce Lightning |
- If the desired report already exists, save a copy into the new Ambition folder. Otherwise create a new report.
Once a report is synced with Ambition you CANNOT modify the report within Salesforce. You will need to unsync the report, make your changes, and then resync.
You will lose historical data doing this.
- Establish report filters.
- Set Date Field to field correlating to when credit should be received for metric.
- Set the Range to Today, This Week, or Last 30 Days.
If you select a Range larger than 30 days, it will be overridden for compliance with the Salesforce limitation of 2,000 rows for a given time range.
- Add filter logic as necessary.
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| Salesforce Classic |
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| Salesforce Lightning |
- Establish the report format and columns. Save the report.
Accepted Report Formats
Tabular Format
Add a User Field, Date Field, and Object Id column.
Ensure that the Date Field column matches the Date Field filter used above.
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| Salesforce Classic Example | Salesforce Lightning Example |
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Jared receiving a value of 3 for 8/2/2016 Travis receiving a value of 2 for 8/2/2016. |
Jared receiving a value of 2 for 8/18/2020. Travis receiving a value of 3 for 8/18/2020. |
Summary Format
Group by User Field and then Group by Date Field.
Ensure that the Date Field matches the Date Filter used above.
Add a numerical column to the report, hover over the column header and click the arrow, click Summarize, and then select Sum and/or Average.
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| Salesforce Classic Example | Salesforce Lightning Example |
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Ambition will create a metric with Joey receiving a count value of 1 for 7/7/2016, 2 for 7/20/2016, 1 for 7/25/2016, and 1 for 7/26/2016. In addition Ambition will create a metric with Joey receiving a sum value of $39,600 for 7/7/2016, $65,000 for 7/20/2016, $14,580 for 7/25/2016, and $9,900 for 7/26/2016. |
Ambition will create a metric with Mr. Salesforce receiving a count value of 1 for 11/6/2016, 2 for 12/11/2016, and 2 for 12/31/2016.
In addition Ambition will create a metric with Joey receiving a sum value of $1,800 for 11/6/2016, $13,500 for 12/11/2016, and $41,027.10 for 12/31/2016. |
Sync Salesforce Report with Ambition
1. Open the left navigation and click Administration > Data > Integrations.
2. Click the Settings button to enter the Salesforce Integration.
3. Click the Report2Metric tab.
4. Search for and click the Sync button next to the desired report.
5. If Tabular, select the relevant Date Field.
If Summary, select the relevant Date AND User Field.
-- Again note that a Lookup(User) Field is required --
6. Click the Sync Report button.
7. Wait for verification that the report has synced.
8. Click the Metric Builder tab, find the newly created Metric(s), click Edit.
9. Rename the Metric and add a description. Click the Save button.
Troubleshooting Report2Metric
If you are running into an error upon sync, reach out to gethelp@ambition.com so that we can help diagnose the issue.
Including a screen shot of your report and it's filters in your original reach out will help us identify the issue and assist quickly!
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