Integrations

Salesforce

• What options do I have for connecting Salesforce and Ambition?
• How do I install Ambition's Managed Package in Salesforce?
• How do I build Salesforce metrics in Ambition?
• How do I authorize the API-Only Salesforce connection?
• How do I connect one instance of Salesforce to multiple instances of Ambition?
• How do I sync Salesforce users into Ambition?

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API

• What is needed for an API integration?
• How do I construct data for an API integration?
• How do I set up an API integration?
• How can I parse nested JSON data in an API Integration?
• How do I upload data for an API integration?

FTP/SFTP

• What is needed for a FTP integration?
• How do I construct data for a FTP integration?
• How do I set up a FTP integration?
• How do I upload data for a FTP integration?

Integration Solution Services

• How do I integrate with Microsoft Dynamics through Ambition's solution services?
• How do I integrate with Hubspot through Ambition's solution services?
• How do I integrate with Outreach through Ambition's solution services?
• How do I integrate with Salesloft through Ambition's solution services?

Slack

• How can I use Ambition with Slack?
• How do I enable and authorize the Slack integration?
• How do I invite Ambition to Slack channels?
• How can I use Ambition slash commands in Slack?
• What information is accessed through the Slack integration?

Microsoft Teams

• How do I enable and authorize the Microsoft Teams integration?
• How do I share leaderboards in Microsoft Teams Channels?
• How do I use Microsoft Team's Website Tab to display an Ambition TV?
• What information is accessed through the Microsoft Teams integration?

Webex

• How do I enable and authorize the Webex integration?
• How do I use Webex's tab options to display an Ambition TV?
• What information is accessed through the Webex integration?

Zoom

• How do I enable and authorize the Zoom integration?
• How do I reauthorize the Zoom integration?
• How do I revoke authorization and remove the Zoom integration?
• What information is accessed through the Zoom integration?

Ambition Public API

• What information is accessible in Ambition's public API?

Gong Integration for Coaching

• How do I enable and authorize the Gong integration?

Calendar Integration for Coaching

• How do I enable the Calendar Sync integration?
• How do I create a Google service account for the Calendar Sync Integration?
• How do I create a Microsoft service account for the Calendar Sync Integration?
• How do managers authorize access to their Outlook Calendar?
• How do managers authorize access to their Google Calendar?

Seismic

• How do I enable and authorize the Seismic integration?
• How do I authorize Seismic Learning in order to add lessons to coaching agendas?
• What information is accessed through the Seismic integration?

Velocify

• What do I need to know about a Velocify integration?
• How do I set up Velocify's LeadManager?
• How do I set up a Velocify integration?
• What are some example Velocify metrics?

Cisco

• How do I set up a Cisco integration?

File Upload

• How do I construct data for a File Upload integration?
• How do I set up a File Upload integration?
• How do I upload data for a File Upload integration?

Manual Entry

• How do I set up a Manual Entry integration?
• How do I input Manual Entry Data?
• How do I customize who can input data for a Manual Entry integration?

Metric Management

• How do I access and navigate the Metric Library?
• 🎥 Best Practice - Metric Creation and Data Validation
• What should I consider while building metrics?
• How do I reprocess historical data after making changes to metrics?
• What happens when a metric is deleted?

Metric Calculations

• How do I create and use a Most Recent Value metric in Ambition?
• How are the different record-based metric types calculated?
• How are metrics calculated on a group basis?

Data Validation

• 🎥 How do I navigate the Data Explorer?
• How do I validate data in Ambition?
• How do I use the "Data Search" option within integrations?
• How do I validate a Salesforce integration?
• How do I validate Record format integrations?
• How do I validate Daily Totals format integrations?

Formula Builder

• How do I set up the Formula Builder?
• How do I create Formula Builder metrics?

Single Sign-On (SSO)

• How do I enable Single Sign-On through an IdP service?
• How do I enable Google Single Sign-On?
• How do I enable Salesforce Single Sign-On (Classic)?
• How do I enable Salesforce Single Sign-On (Lightning)?

User API

• How do I set up the User API Integration?
• How do I create and edit users through the User API?

General Integration FAQ

• How is future data handled?
• What filter operators are available when building metrics?
• Who will Ambition contact if there is an issue with an integration?
• How do I purge all metric data from an integration?
• Why doesn't the number of records generated match what I uploaded?
• Troubleshooting: "Records-based integrations cannot support manual entry" error

Salesforce Sandbox

• How do I install Ambition's Managed Package in a Salesforce Sandbox environment?

Domo Connector

• What options do I have for connecting Domo and Ambition?
• How do I set up the Writeback Connector to push Domo data to Ambition?
• How do I set up the Basic Writeback Connector to push Domo data to Ambition?
• How do I set up the Coaching Connector to export Ambition score and coaching data into Domo?
• How do I set up the Coaching Quickstart and access check-in visualizations within Domo?