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 Spot Check tool to validate the metric
- What to expect after creating a metric (historical data)
Watch the first 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.