Here is what Salesforce is proposing you : Currently, there is no ability to filter on the Old Value or New Value in a history report, however there are 2 work arounds. Use the Analytic Snapshot aka reporting snapshot and create the report off of the Target Object.
How does Salesforce keep track of history?
Salesforce isn't entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.
Why are my custom objects'history reports showing up in Salesforce?
If you've enabled reporting on your custom objects, their history reports will show up as well. If you're familiar with Salesforce reporting generally, it's not too hard to build a report that gives you a log of changes for a given record.
How do I filter data by relative date in Salesforce?
Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!
How do I create a customer filter in Salesforce?
Search for Type in Add filter... search box and select it. In the Operator field, select contains from the drop-down menu. Type customer in the value field. Click Apply. Note: Annual revenue is two million (six zeros). In the Filters pane, click the arrow next to Filters and click Add Filter Logic.
How do I filter a report in Salesforce?
Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.
How do I create a drop down filter in Salesforce report?
Add the necessary filters and filter logic.Click the Filters pane.Search for Type in Add filter... search box and select it.In the Operator field, select contains from the drop-down menu.Type customer in the value field.Click Apply.Repeat steps 2-5 above to create the following three additional filters:More items...
How do I pull historical data from Salesforce?
Export Account History using Data LoaderOpen Data Loader.Click on Export or Export All. ... Enter your Salesforce username and password. ... Select Show all Salesforce objects and click on Account History (AccountHistory) object.Click on Browse... to select where the csv file will be saved.Click on Next > Yes.More items...
How do I create a custom report history in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...
How do I filter multiple values in Salesforce reports?
If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.
How do you filter a report?
To filter data in a report, open it in Report view (right-click it in the Navigation pane and click Report View). Then, right-click the data you want to filter.
How do I track changes in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...
How do I view change history in Salesforce?
View the History of ChangesFrom Operations, click Data Stewardship.Search for a global profile by phone number, email address, or global party ID. Then, enter a value for your selection. ... Click Search. ... Select the customer profile for which you want to view the history of changes.Click Change History.Click.
How do I run a history report in Salesforce?
View Report HistorySelect the Reports tab.Select a report, and then click History. A list appears with all the report executions. ... If you want to perform actions on a specific log, select the row of the log.Perform one of the following: Edit — To edit the report's configuration settings.
What is the difference between custom report types and standard report types?
A Standard Report Type will show all the Opportunities the Running User can see, and that meet the criteria. A Custom Report Type will only show Opportunities owned by a User with the same Role as or a Role below them in the Hierarchy.
What is field tracking history?
Field History tracking is a method where we can track the changes that happens to a field. Thi field history tracking can be done for custom objects and standard objects.
What can be done with a custom report?
The Reports tool lets you create reports using the data that suits your particular needs. With custom reports you configure all of the settings, including which data source to use, which fields and filters to include, when and how often to run the report, and the delivery format and destination.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
Use Report Filters
You can add up to 20 additional filters to a report directly in the Filters pane using the Add button or by dragging in fields from the Preview pane. In addition, you can also use filter logic using “and,” “or,” and “not” operators. Let’s meet the needs of your next stakeholder, the VP of Marketing, to see how filters and filter logic work.
Use Relative Dates
Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
How long does Salesforce keep history?
You can't keep it forever - Salesforce only keeps so much history around. Here's how that works: Last 18 months - You can access the last 18 months directly in your org via related lists, reports and SOQL queries. From 18-24 months - Salesforce retains this data but you have to use Data Loader or the API to access it.
Does Salesforce keep track of history?
Salesforce isn't entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.
Can you include the old and new record in a lookup field?
If you're dealing with changes to lookup fields, you likely want to include some additional data about the old record and the new record referenced by the lookup field. Unfortunately, you can't do that because the old value and new value themselves aren't lookups, they're just text with a name for the referenced record.
Who is Hayes Davis?
Hayes Davis is co-founder of Gradient Works. Previously, Hayes was SVP of Revenue Operations at Cision, where he ran a global team of 50 supporting nearly 600 sellers. He was also co-founder and CEO of Union Metrics until its successful acquisition by TrendKite in 2018. Hayes has a background in computer science.
