Use a Salesforce Report to Create Ambition Metrics

What's in the video?

• How to navigate to the metric builder form

• Explanation of the Source-of-Truth field on the metric builder form

• How to decide which Salesforce Object to select on the metric builder form

• Selecting the correct user field, date field, and filters

• Using the verify accuracy tool to validate the metric

• What to expect after creating a metric (historical data)

Watch the first video in this series!

Learn how to build the Salesforce report used in this video.