List<Opportunity> opps = [SELECT id, (SELECT StageName,Probability,Amount FROM OpportunityHistories) FROM Opportunity]; List<OpportunityHistory> histories = opp.OpportunityHistories you can also use OpportunityFieldHistory which will give you the history of all the fields on the opportunity for which field tracking is enabled. Share
- Go 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.
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.
What is opportunityfieldhistory and opportunityhistory?
But, it is different for Opportunity, the object API is called OpportunityFieldHistory, please not to confuse with OpportunityHistory. So what is Opportunity History? The Opportunity History or Stage History tracks the changes in opportunity based fields below.
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.
What is the history of a custom object in Salesforce?
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 do I turn on opportunity field history?
Go to Set History Tracking. For accounts, contacts, leads, and opportunities select the Enable Account History, Enable Contact History, Enable Lead History, or Enable Opportunity History checkbox. Choose the fields you want to be tracked. Add the History related list to the page layout of the standard object.
How do I view Opportunity history in Salesforce?
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.
How do I create a field history tracking report 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.
What is opportunity field history in Salesforce?
Opportunity Field History. Any time a user modifies standard or custom opportunity fields that are tracked, a new entry is added to the Opportunity Field History related list. All entries include details of the change and who made it. Your Salesforce admin can choose which fields to track.
What is opportunity Trend Report?
The Opportunity Trends report shows all open opportunities in the funnel on the 1st of each month. It doesn't matter if the deal is due to close in a later month; the report shows the total pipeline on the first day of each month.
How do I report a field in Salesforce?
Report on Field ServiceFrom Setup, enter Report Types in the Quick Find box, then select Report Types and click New Custom Report Type.In the Primary Object dropdown menu, select the field service object you want to report on: ... Complete the required fields and click Next. ... Click Save.
How do I add field history tracking to related list?
Enable Track Field History option under option feature on the Custom object. Click Set History Tracking in the Custom Fields & Relationships section and checked all those fields for tracking. Add Custom object History related list on the detail page.
How do I turn on lead history?
Salesforce Classic:Go to Setup | Customize | Leads.Choose Fields.Click Set History Tracking.Tick the Enable Lead History box.Select the fields that need to be exposed on the Lead History report.Click the Save button.
Where is field history tracking in Salesforce?
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.
How do I enable field audit trail in Salesforce?
You define one HistoryRetentionPolicy for your related history lists, such as Account History, to specify Field Audit Trail retention policies for the objects that you want to archive. Then use Metadata API to deploy your policy. You can update the retention policy on an object as often as needed.
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.
How long does Salesforce keep 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.
Can you create a record type on a standard object?
You can’t create a record type on a standard or custom object and enable field history tracking on the record type in the same Metadata API deployment. Instead, create the record type in one deployment and enable history tracking on it in a separate deployment.
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.
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.
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.
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.
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.
