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Salesforce field history tracking captures changes continuously but lacks native functionality to snapshot status values at specific quarterly intervals. You cannot see what the status was on March 31st unless a change happened exactly on that date.
Here’s how to capture exact status values at specific quarterly intervals using automated snapshots that preserve point-in-time data for comprehensive analysis.
Capture precise quarterly intervals using Coefficient Snapshots
Coefficient’s Snapshots feature is purpose-built for capturing data at specific intervals. You can configure automated quarterly snapshots that run on the last day of each quarter and capture exact status values regardless of change activity.
How to make it work
Step 1. Set up automated quarterly snapshots.
Configure Snapshots to run on March 31, June 30, September 30, and December 31 at 11:59 PM. Set the snapshot type to “Specific Cells” and choose your status column plus identifying fields like Object ID and Name. This captures exact status values at quarter-end regardless of whether changes occurred.
Step 2. Create dedicated quarterly history tracking.
Import your custom object with current status values from Salesforce and add formula columns for quarter identification. Create a dedicated “Quarter History” tab where snapshots will append quarterly status data with timestamps.
Step 3. Structure your snapshot data.
Set up your snapshot destination to include Date, Object_ID, Status, Quarter, and Captured_At columns. Each quarterly snapshot creates new rows showing exactly what status each object had at that specific point in time, building a comprehensive quarterly timeline.
Step 4. Implement multi-point quarterly capture.
Set up additional snapshots for quarter start (first day), optional mid-quarter checks (45 days in), and quarter end. This provides multiple comparison points to calculate status stability, volatility, and transition patterns within each quarter.
Step 5. Build advanced interval analysis.
Track status progression across quarters, calculate retention rates (objects staying in same status), identify seasonal patterns, and build transition matrices showing quarterly movement. Combine snapshot data with continuous history tracking for complete quarterly lifecycle views.
Get the precise quarterly tracking Salesforce can’t provide
This approach provides the precise quarterly interval tracking that Salesforce cannot deliver natively, ensuring you always know exact status distributions at critical reporting periods. Start capturing point-in-time quarterly data that gives you complete visibility into status patterns.
