How Do I Track Status or Stage Changes for Salesforce Metrics?

Last updated: November 13, 2026

Salesforce doesn't record the date a field changed, like the day an Opportunity moved from Prospect to Commit. A custom date field filled in by a record-triggered Flow can capture that moment. That data can then be sent to Ambition so a metric can be built using the stage change date.

Required permissions:

  • The System Administrator profile in Salesforce is required to create fields and Flows.

  • The Integrations: Edit permission is required to build the metric in Ambition.

Create a Date Field

  1. In Salesforce, go to Setup --> Object Manager.

  2. Select the Object, for example Opportunity.

  3. Click on Fields & Relationships, then click on New.

  4. Choose Date/Time as the field type.

  5. Enter a clear name, like "Stage Commit Date", in the Field Label field and save.

Build a Flow to Fill the Field

  1. Go to Setup --> Flows and click on New Flow.

  2. Choose Record-Triggered Flow.

  3. Select the Object and set the trigger to A record is updated.

  4. Add an entry condition, for example Stage Equals Commit.

  5. Choose Only when a record is updated to meet the condition requirements.

  6. Choose Fast Field Updates as the optimization.

  7. Add an Update Records element that sets the new field to {!$Flow.CurrentDateTime}.

  8. Save and activate the Flow, then test it by changing a record's stage.

Use the Field in Ambition

In the Ambition metric builder, select the new field from the When Do They Get Credit? drop-down menu.

Note:

  • Salesforce no longer allows new Workflow Rules. If your org already uses one for this, Salesforce's "Migrate to Flow" tool can convert it.

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