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  1. Ambition Help Center
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  3. Salesforce

Salesforce

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  • 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 sync Salesforce Users into Ambition?
  • How do I sync User Attributes from Salesforce into Ambition?
  • How do I automate Salesforce User creation in Ambition?
  • How do I sync Salesforce Reports to use in Ambition?
  • 🎥 How do I create a Metric using a Salesforce Report?
  • Are there examples of Salesforce Metrics built in Ambition?
  • 🎥 How do I format a Salesforce report for metric validation and troubleshooting?
  • How do I get Salesforce Multi-Currency support enabled in Ambition?
  • How does Ambition interact with Salesforce data from other platforms like Salesloft, Outreach, Gong, etc?
  • What should I consider when using Salesforce Related Fields?
  • What are Meta Fields and how can I use them in Ambition?
  • How do I access the Sidebar Widget? (Classic)
  • How do I access the Ambition Widget? (Lightning)
  • How does Ambition interact with Salesforce?
  • How do I install Ambition with a "headless"/ integration user Salesforce license?
  • How do I reauthorize the Managed Package's API access with Salesforce?
  • How do I grant Salesforce login access to Ambition?
  • How do I uninstall Ambition's Managed Package in Salesforce?
  • How do I convert Duration (hh:mm:ss) to Seconds?
  • Can I track Salesforce Status/Stage Changes?
  • What if I have Salesforce: Professional Edition?
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