Salesforce Field History Reports For Tracking Stage Or Field Changes In Spinify

 Overview

Salesforce doesn't store the date that an opportunity entered a specific stage by default. This makes it difficult to answer questions like:

• How many opportunities moved to Demo Completed this month?
• How many deals reached Advocate this month?
• How many opportunities became Active Trials this month?

Fortunately, Salesforce's Field History Tracking can be used to report on field changes over a specific time period. By combining this with a Unique Count in your report, Spinify can accurately measure how many records changed to a particular value without double-counting.

This approach removes the need to create additional date fields purely for reporting purposes.

 Before You Begin

Field History Tracking must be enabled for any field you want to report on.

If history tracking is not enabled before changes occur, Salesforce will not record those historical changes.

 Step 1: Enable Field History Tracking

1. In Salesforce, go to Setup.
2. Open Object Manager.
3. Select the object you want to track (for example, Opportunity).
4. Select Fields & Relationships.
5. Click Set History Tracking.
6. Enable History Tracking for the object (if not already enabled).
7. Select the fields you want Salesforce to track.

Examples include:

• Stage
• Demo Completed
• Proposal Sent
• Contract Signed
• Any custom checkbox or picklist field

Note: Formula fields cannot be tracked. If the value is generated by a formula, you'll need to track the underlying field instead.

 Step 2: Create an Opportunity Field History Report

Create a new report using the Opportunity Field History report type.

Apply the following filters:

 Step 3: Filter for the New Value

Add a filter for the New Value.

For example:

• Advocate
• Differentiate
• Demo Completed
• Any other value you want to track

This will return every instance where the selected field changed to that value during the reporting period.

Example:

 Step 4: Add Opportunity ID

To prevent the same opportunity being counted multiple times:

1. Add the Opportunity ID field to the report.
2. Open the Opportunity ID column menu.
3. Select Show Unique Count.

This creates a unique count of opportunities instead of counting every individual field change.

Why this matters

Without a Unique Count:

• Win Back → Differentiate
• Differentiate → Advocate

would count as 2 changes.

With a Unique Count:

That opportunity is counted only once.

 Step 4: Add Opportunity ID

To prevent the same opportunity being counted multiple times:

1. Add the Opportunity ID field to the report.
2. Open the Opportunity ID column menu.
3. Select Show Unique Count.

This creates a unique count of opportunities instead of counting every individual field change.

Why this matters

Without a Unique Count:

• Win Back → Differentiate
• Differentiate → Advocate

would count as 2 changes.

With a Unique Count:

That opportunity is counted only once.

 Step 6: Connect the Report to Spinify

When importing the Salesforce report into Spinify:

1. Select the report you've created.
2. Choose the appropriate score column.

You'll typically have two options:

• Record Count
• Unique Count (Opportunity ID)

Choose Unique Count if you want to measure the number of opportunities that reached the target stage or value.

Choose Record Count if you want to count every individual field change.

 Example

Imagine one opportunity progresses like this during the month:

• Win Back → Differentiate
• Differentiate → Advocate
• Advocate → Closed Won

The report would show:

For most Spinify competitions, Unique Count is the recommended metric because it measures how many opportunities achieved the milestone, rather than how many times they changed.

 Common Use Cases

This method can be used for much more than opportunity stages.

Examples include:

• Opportunities moved to Demo Completed
• Active Trials started
• Proposal Sent
• Contract Signed
• Discovery Completed
• Qualification Completed
• Any tracked checkbox
• Any tracked picklist value

Essentially, any tracked field can become a leaderboard metric in Spinify.

 Benefits

Using Field History Tracking allows you to:

• Track when fields change without creating additional date fields.
• Report on changes within any timeframe.
• Avoid duplicate counting by using Unique Count.
• Build more accurate Spinify competitions and leaderboards.
• Measure milestones that were previously difficult to report on in Salesforce.

This provides a flexible way to track meaningful sales activities while keeping your Salesforce configuration simpler and your reporting more accurate.