If you are looking for the From and To values, you need to query OpportunityFieldHistory. SELECT CreatedDate, OldValue, NewValue FROM OpportunityFieldHistory WHERE opportunityid = 'yourid' AND Field = 'StageName' ORDER BY createddate Share
What is opportunity history in Salesforce?
Salesforce Opportunity History (Stage History) If we enable History tracking for an object in Salesforce, Salesforce will automatically create a new object with API name suffix History, example: AccountHistory, ContactHistory, Custom_Object__History.
How do I get the history of a Salesforce field?
Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list. Use Data Loader or the queryAll () API to retrieve field history that ‘s 18–24 months old.
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.
Do I have to turn on field tracking to create opportunityhistory?
You don't have to turn on Field Tracking to have OpportunityHistory records created. OpportunityHistory is not the "normal" audit records even thought the table name follows the common "OBJECTHistory" naming schema.
How do I view Opportunity history in Salesforce?
The Opportunity History or Stage History tracks the changes in opportunity based fields below....You can find this values in:Opportunity page layout. In Opportunity page layout, find the related list called Stage History. ... Report. In the report, you can create a report with report type = Opportunity History. ... API.
What is opportunity history Report Salesforce?
View information about the history of your opportunities, including stages and close date.
How do I report on Opportunity field history in Salesforce?
How to Create Report for Opportunity Field History Changes Details in SalesforceGo to the Reports tab and click on New Report.Select the Report Type as Opportunities. Expand it and select Opportunity History from the drop down list.Click on Create.
How do I query field history in Salesforce?
Enabling field history tracking For standard objects (e.g. Lead, Account, Contact, etc), click "Set History Tracking" when viewing Fields & Relationships for a given object in Object Manager. On the next screen select "Enable {ObjectName} History" and then select the field you want to track.
How do you report Opportunity stage in history?
0:522:55Three Ways to See Stage History on Salesforce Opportunities - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow another way in addition to stage history. Related list is you can go into reports. And create aMoreNow another way in addition to stage history. Related list is you can go into reports. And create a history report and so here's the different.
Why can't I report on the field history tracking of my custom object?
Reporting on field history tracking of a custom object is not available if the object is a detail of a Master-Detail Relationship.
Where can I see field history tracking?
You can enable field history tracking for standard objects in the object's management settings. You can enable field history tracking for custom objects in the object's management settings. You can turn off field history tracking from the object's management settings.
Can you report on field history in Salesforce?
Salesforce Field History Tracking allows you to track changes on up to 20 fields per object by capturing the prior value, the user, and the date/time of the change. You can then run reports on the historical data to audit changes or refer back to data at a certain point in time.
What is Track field 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.
How do I track field history in Salesforce for standard objects?
To set up field history tracking: From the management settings for the object whose field history you want to track, go to the fields area. Click Set History Tracking. Tip When you enable tracking for an object, customize your page layouts to include the object's history related list.
What is case history in Salesforce?
The Case History related list on a case detail page tracks the changes to the case. Any time a user modifies any of the standard or custom fields whose history is set to be tracked on the case, a new entry is added to the Case History related list.
Friday, July 19, 2013
If we enable History tracking for an object in Salesforce, Salesforce will automatically create a new object with API name suffix History, example: AccountHistory, ContactHistory, Custom_Object__History. But, it is different for Opportunity, the object API is called OpportunityFieldHistory, please not to confuse with OpportunityHistory.
Salesforce Opportunity History (Stage History)
If we enable History tracking for an object in Salesforce, Salesforce will automatically create a new object with API name suffix History, example: AccountHistory, ContactHistory, Custom_Object__History. But, it is different for Opportunity, the object API is called OpportunityFieldHistory, please not to confuse with OpportunityHistory.
How to know if a stage change occurred?
You can use these records to identify stage changes but you have to be aware that any time ANY of the fields tracked by this special mechanism are modified and the Opportunity saved, a record get written with all the fields populated. For example, to know if the Stage chnaged, would would have to read the previous OpportunityHistory record in date order to see if the Stage Name was the same as the most recent record (no stage change) of different (a stage change occured).
Do you have to turn on field tracking to have OpportunityHistory records created?
You don't have to turn on Field Tracking to have OpportunityHistory records created. OpportunityHistory is not the "normal" audit records even thought the table name follows the common "OBJECTHistory" naming schema. This table contains the speical records that are automatically created any time the key opportunity fields like stage, probability, amount, etc. change. I suspect this is the data SFDC uses to provide the reportable field like Stage Duration.
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.
What fields should have history tracking?
We recommend that you enable field history tracking for the Owner field on standard objects like Lead, Account, Contact, Opportunity and even Task. You should also enable history tracking on other custom fields you have that represent some form of ownership.
How many fields per object in Salesforce?
Max of 20 fields per object - This might sound like a lot, but most Salesforce orgs I've seen have this maxed out for at least some of their objects.
How long does Salesforce retain data?
From 18-24 months - Salesforce retains this data but you have to use Data Loader or the API to access it.
Why is ownership field important in sales?
These ownership fields are critical to managing sales rep assignments throughout the customer lifecycle, especially if you use round robin assignment and the assignee isn't determined by territory rules. When a sales rep (or manager) wants to know how something got moved out of their name, it's very important that you can answer that question because this can impact everything from close rates to rep compensation.
How long is field history?
You can easily add it to page layouts for standard and custom objects. Just beware that you'll only be able to see the most recent 18 months of field history. So, if you're looking at a record that was last modified more than 18 months ago, expect list related list to be blank.
What is the area where reporting falls short?
One other area where reporting falls short is cross-object history. Let's say your Sales reps might own accounts, contacts and leads at any given point in time. There is, unfortunately, no way to build a report that might show you the assignment history across all those objects for a given user.
What is Salesforce field history?
Salesforce stores an object’s tracked field history in an associated object called StandardObjectName History or CustomObjectName __History. For example, AccountHistory represents the history of changes to the values of an Account record’s fields. Similarly, MyCustomObject__History tracks field history for the MyCustomObject__c custom object.
How long does Salesforce retain field history?
Since the Spring ’15 release, increasing the entity field history retention period beyond the standard 18–24 months requires the purchase of the Field Audit Trail add-on. When the add-on subscription is enabled, your field history retention period is changed to reflect the retention policy provided with your subscription. If your org was created before June 1, 2011, Salesforce continues to retain all field history. If your org was created on or after June 1, 2011 and you decide not to purchase the add-on, Salesforce retains your field history for the standard 18–24 months.
How to see gaps in Lightning?
In Lightning, you can see gaps in numerical order in the Created Date and ID fields. All tracked changes still are committed and recorded to your audit log. However, the exact time that those changes occur in the database can vary widely and aren't guaranteed to occur within the same millisecond. For example, there can be triggers or updates on a field that increase the commit time, and you can see a gap in time. During that time period, IDs are created in increasing numerical order but can also have gaps for the same reason.
Can changes to time fields be tracked?
Changes to time fields aren’t tracked in the field history related list.
Can you turn off field history tracking?
You can enable field history tracking for standard objects in the object’s management settings. You can enable field history tracking for custom objects in the object’s management settings. You can turn off field history tracking from the object’s management settings.
Can Salesforce update the same tracker in the same second?
In other words, if two users update the same tracked field on the same record in the same second, both updates have the same timestamp. Salesforce can’t guarantee the commit order of these changes to the database. As a result, the display values can look out of order.
