How do I format a Salesforce report for metric validation and troubleshooting?

Last updated: June 23, 2025

Source-of-Truth Report for Salesforce Metrics

What's in the video?

How to format a report in Salesforce to use as the metric's source-of-truth in Ambition
Example of building a New Opportunities SFDC Report
Adding and removing filters on SFDC reports
"Cleaning up" a SFDC report for use with Ambition
Using grouping on a report to assist with future validation

Watch the next video in this series!

Learn how to build a metric using your newly created report.

Watched the video, but still have questions about Salesforce data in Ambition? Reach out to gethelp@ambition.com for assistance.