Delete field history data, such as AccountHistory, by passing in a list of ID values as strings using the Apex or SOAP delete () method. The Apex delete () method also works with a list of sObjects with the Id field populated.
How do I enable historical trend reporting in Salesforce?
Go to the Setup Screen. From the Quick Find Box, select Historical Trending. Select the objects that you want to perform Historical Trend Reporting on. You can select Cases, Opportunities, Forecasting Items and up to three custom objects. Select Enable Historical Trending.
How do I delete field history data in Salesforce?
Delete field history data, such as AccountHistory, by passing in a list of ID values as strings using the Apex or SOAP delete () method. The Apex delete () method also works with a list of sObjects with the Id field populated.
How long does historical data preserve in Salesforce?
Salesforce preserves historical data for four months i.e. three previous months and the current month. Why use Historical Trend Reporting? A common use case of Historical Trend Reporting is to help monitor an organization’s sales pipeline to ensure it consists of enough activities to meet current and future sales goals.
How to reverse colors in Salesforce historical trend reports?
Click the down arrow above the Change column and click Reverse Colors. Salesforce retains data only for the last three months and the current month. Each Historical Trend Report can accommodate up to 11 fields. In Opportunities reports, it includes the standard pre-selected fields which cannot be disabled.
How does Historical Trending work in salesforce?
Historical Trend Reporting is a niche reporting feature available on Salesforce. It allows for reporting on the standard up-to-the-minute state of the business as well as analyze day-to-day and week-to-week changes in forecasts, cases, opportunities, or values in custom objects.
How do I turn on historical trending in Salesforce?
From Setup, enter Historical Trending in the Quick Find box, then select Historical Trending. Select the object that you want to do historical trend reporting on. You can select Opportunities, Cases, Forecasting Items, and up to 3 custom objects. Select Enable Historical Trending.
What is Historical trend?
Historical trend displays the trends for the selected application or message family or services for the last 24 hours, last week, last 3 months, or last year.
How does Salesforce store historical data?
First you need to activate the feature. Go to Setup and search for Historical Trending. Select the Object you want to report on, for the Pipeline we need Opportunities. Select the fields you require and ensure you select Enable Historical Trending, then select Save.
How do I report on field history tracking in Salesforce?
After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. A new Report Type is created when Field History Tracking is enabled for an object.
What are trends report?
A trend report is a feature that allows you to view changes in performance from one performance test to another, or across several performance tests. By analyzing these changes, you can easily identify improvements or regressions in the measurement's performance.
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 opportunity History Report Salesforce?
View information about the history of your opportunities, including stages and close date.
How do I run a historical pipeline in Salesforce?
Create an opportunity history report.On the Reports tab, click New Report.Select Select Report Type | Opportunities | Opportunities with Historical Trending. To see Opportunities with Historical Trending, enable Historical Trend Reporting for Opportunities in Setup. ... Click Continue.
What is analytic snapshot in Salesforce?
Salesforce defines Analytic Snapshots as “allowing you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.” This in turn allows you to create Reports and Dashboards based on the data in the Custom Object.
What is reporting Snapshot in Salesforce?
A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data.
How many fields are in a historical trend report?
Each Historical Trend Report can accommodate up to 11 fields. In Opportunities reports, it includes the standard pre-selected fields which cannot be disabled. Formula Fields are not supported. The Summary report format is not supported. The Report Wizard is not supported.
What is historical trend reporting?
Historical Trend Reporting can help focus on deals over a given value. For example, if you want to only highlight deals in your pipeline that are worth more than $10,000, Historical Trend Reporting can filter out any deal worth more than $10,000 in the set timeframe.
What are the two key considerations for historical fields?
Following are two key considerations for historical fields: Historical fields available to each user depending on the fields that the user can access. If the user’s permissions change and a given field is no longer visible, that field’s historical data also becomes invisible.