Slaesforce FAQ

how to query history in salesforce

by Darrick Mueller Published 2 years ago Updated 1 year ago
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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.

Full Answer

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.

How long is field history data retained in Salesforce?

Field history data is retained for up to 18 months through your org, and up to 24 months via the API. Field history tracking data doesn’t count against your Salesforce org’s data storage limits. Field History Tracking | Salesforce Security Guide | Salesforce Developers

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 use soql relationship queries to traverse history objects?

You can use SOQL relationship queries to traverse a history object to its parent object. For example, the following query returns every history row for Foo__c and displays the name and custom fields of Foo: This example query returns every Foo object row together with the corresponding history rows in nested subqueries:

What is the name of the history table in API?

Can you fetch history from test class?

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How do I query history records in Salesforce?

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.

Can we query account history in Salesforce?

Yes , You can query on : AccountHistory object.

How do I view history in Salesforce?

Select Page Layouts, and open a page layout on which you want to show the field history. In the palette, click Related Lists. From the palette, drag the Contact History related list onto the page layout and drop it below in the linked list section.

How do I view contact history in Salesforce?

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 tracked.

Can we track task history in Salesforce?

Task and Events belong to object Activities, so for task history it is Activity History. This feature is provided by salesforce it self. if you have enable allow history or tracking on any Task object then you can get track it easily.

How do I view account history in Salesforce lightning?

Go to Accounts tab in Home Page. Scroll to the bottom of Accounts page and under Reports related list, click on Account History Report.

What is track history in Salesforce?

Salesforce allows you to track up to 20 fields per object (both standard or custom objects). By enabling Field History Tracking, you will see who made the change, the date it was updated, and the previous value of the field. This feature helps you with a useful audit trail for reviewing or troubleshooting past changes.

What is history object in Salesforce?

StandardObjectName History These objects represent the history of changes to the values in the fields of a standard object. The object name is variable and uses StandardObjectName History syntax. For example, AccountHistory represents the history of changes to the values of an account record's fields.

How many fields can you track history in Salesforce?

20 fieldsField history tracking also does not count against your organization's paid data storage limits and you can track only 20 fields per object.

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.

How do I download field history tracking in Salesforce?

To export object field history via Data Loader:Open Data Loader.Click Settings | Settings.Uncheck Use Bulk API.Click OK.Click Export All.Choose OAuth and enter your Salesforce username and password; or Choose 'Password Authentication' and enter your Salesforce username and password followed by your security token.More items...

How do you see what changes were made in Salesforce?

Select the customer profile for which you want to view the history of changes. Click Change History. to view details of a specific change.

How do I get the last modified date of a particular field of a object ...

Hi Rahul, There are two methods for the above requirement. Enable field history tracking for the field (or fields) that you wish to track Create a new custom (DateTime) field, and create a workflow rule that updates this new DateTime field every time your target field is modified

Field History Tracking - Salesforce

Field Limits with Shield Platform Encryption; Set the Default Activities View; Add Child Objects to Your Custom Report Type; Reporting With Divisions

What is the name of the history table in API?

For standard objects, the name of the history table follows the format: 'ObjectNameHistory' so for the Account object the history table is AccountHistory.

Can you fetch history from test class?

Regarding test classes that fetch History, just fetch some real data. You could hard-code based on some history data that exists in the org, but better, read a field like "Date Closed" on Opportunity and then use your class to fetch that change to StageName from history (assuming that field is tracked).

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.

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.

What is the name of the history table in API?

For standard objects, the name of the history table follows the format: 'ObjectNameHistory' so for the Account object the history table is AccountHistory.

Can you fetch history from test class?

Regarding test classes that fetch History, just fetch some real data. You could hard-code based on some history data that exists in the org, but better, read a field like "Date Closed" on Opportunity and then use your class to fetch that change to StageName from history (assuming that field is tracked).

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