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!
Learn how to build the Salesforce report used in this video.
Watched the video, but still have questions about Salesforce data in Ambition? Reach out to firstname.lastname@example.org for assistance.
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