Integrations

Salesforce

• How do I install Ambition in Salesforce?
• How do I build Salesforce Metrics in Ambition?
• 🎥 How do I create a Metric using a Salesforce Report?
• How do I sync Salesforce Users into Ambition?
• Are there examples of Salesforce Metrics built in Ambition?
• How do I sync Salesforce reports to use in 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 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?

Coaching Data API

• Public API

Gong

• Gong Integration for Coaching

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?

Calendar Integration for Coaching

• How do I set up the Calendar Sync Integration?
• How do Managers Authorize Access to their Outlook Calendar?

Slack

• How do I set up the Slack integration?
• How can I use Slash Commands in Slack?
• How do I invite Ambition to Slack channels?
• How can I use Ambition with Slack?
• How does Ambition interact with Slack?

Microsoft Teams

• How do I set up the Microsoft Teams Integration?
• How do I use Microsoft Team's Website Tab to Display an Ambition TV?

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 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?
• 🏅 Best Practice - Metric Creation and Data Validation
• 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 do I Reprocess Historical Data After Making Changes to Metrics?
• How is future data handled?
• What should I consider while building Metrics?
• Who will Ambition contact if there is an issue with an Integration?
• Can all Metric Value Data be purged from an Integration?
• Why doesn't the number of records generated match what I uploaded?

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Salesforce Sandbox

• How do I install Ambition in a Salesforce Sandbox environment?