Build 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 Spot Checking
Watch the next video in this series!
Watched the video, but still have questions about Salesforce data in Ambition? Reach out to firstname.lastname@example.org for assistance.