Questions tagged [opportunity-history]
The opportunity-history tag has no usage guidance.
35
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Cannot find field to add to Custom Report type for Opportunity historical trend report
Aim: to see the Product Name field on the custom report type for Opportunity Trend report type. This is not a tracked field for reporting snapshots but wanted it as a column to use in running reports ...
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How to calculate & report on the time between two specific Stages?
I’m trying to calculate the amount of time it takes for an opportunity to move to a specific stage after being created.
For example, Client A moves through the following stages:
First Contact: 3 days
...
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1
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309
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Opportunity historical trending: I miss many fields
Opportunity historical trending is enabled in our org, by default 5 specific fields are monitored. Salesforce allows to select 3 more fields, but offers only a choice from a few, 10 to be exact. We ...
- 3,628
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2
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402
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How to get all the past values of a field in salesforce? [closed]
I want to write a trigger on opportunity and whenever opportunity stage is updated to Closed Won, check if the stage was updated to Closed Won in the past. If stage was updated to Closed Won in past, ...
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571
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Querying Opportunity Field History for a custop lookup fields gives 2 record back for a single change in the field
I am trying to query Opportunity Field History to get the results for a custom lookup field that has history tracking.
I am getting 2 records back for 1 single change, one of the record has oldvalue ...
- 33
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10
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Track changes with specific set of opportunity within a specific period of time
Would like to develop a report in SFDC based on a set of opportunities (Based on Top 25 Opportunity Amount or Specific set of Opportunities).
I would want to track the journey of these opportunity ...
- 11
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37
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OpportunityFieldHistory EditedBy or ModifiedBy attribute
I have a question on the OpportunityFieldHistory tracking. Per the following, the "Edited By" field is available.
OpportunityFieldHistory Report
https://help.salesforce.com/articleView?id=...
- 109
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203
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view history of object
say I have a Salesforce object like an Opportunity or an Account. Is there any way to view the history of that object (what changes have been made and by who)? I am an admin on this org.
- 173
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Custom Validation using Trigger throwing System.FinalException: SObject row does not allow errors
I am trying to addError on the opportunities based on one condition. But getting System.FinalException: SObject row does not allow errors error while saving the record. Below I have given the code ...
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1
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2k
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Opportunity field History Report
Why can't I see the data under Opportunity Field History Report
I had enable History Tracking
I am the system admin
I can see data under Opportunity History report.
Am I missing any other settings, ...
- 29
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1k
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How to read Opportunity Old and New Values from OpportunityField History?
This is my soql query for retrieveing the old and new values form opportunityFieldHistory
List<Opportunity> opp = [Select oId, Name,Amount, (Select ID,
OldValue, NewValue from ...
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277
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Lead History to converted opportunity
Is there any native way or package that carries over the Lead History tracking to the Opportunity when Lead is converted?
- 6,109
2
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522
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How can I have two records in the opportunity history table for the same opportunity with the same created date/time?
I am doing some pipeline research and basically need to create a "snapshot" using the opportunity history table. So I look for the the max created date prior to my chosen date. I get occasionally get ...
2
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1
answer
757
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Historical changes of the drop down list
I am trying to access the historical values for a drop-down-list custom field.
From the GUI i know that it was changed on a specific date and currently it holds some value.
But when i run a query ...
- 121
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624
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Best Practice Q: Should our sales staff be allowed to delete Opportunities?
Context: I am an Engineer looking to create a 1-1 relationship between SFDC.Accounts and our own "customer accounts" in our internal system.
Question: During implementation, we have discovered that ...
- 131
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328
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Field Set for OpportunityHistory object
Our use case is quite simple. We need to display some list of OpportunityHistory records on visual force page. But client would like to be able to control what exact fields are displayed as well as ...
- 2,929
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Stage conversion report for each and every Sales person
I want to create a report on Stage conversion percentage of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 ...
- 377
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2k
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How can I create report on Stage velocity as per Sales user
I want to create a report on Stage velocity of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 forward to third ...
- 377
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517
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Show Opportunity Fields History for users with no Opportunity object access
We redesigned our org recently to move away from CRM standard objects (e.g. Opportunity, Product) in order to utilize a cheaper force.com licenses. But one of the issues was an inability to migrate ...
- 3,054
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110
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1k
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Days of Opportunity Stage
We can capture the number of days the opportunity stayed in a stage using custom field+wf+field update. This works on the current records and on the existing records if they are edited(the value will ...
- 99
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771
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Code Coverage for OpportunityHistory For Loop in Batch Class
How to get coverage for this
Batch Class :
----
--- other code
---
for(Task objTask : listTask){
for(OpportunityHistory obj : listOppHistory){
if(objTask....
- 2,140
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How to get Opportunity Stage History SOQL
What is the best way to get Opportunity Stage Change History using SOQL?
Basically, what I need is the same list as in Opportunity page in Salesforce, where list of stages and dates of modifications ...
- 119
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1k
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OpportunityFieldHistory: NewValue and OldValue
I have a question about the stagehistory. I am trying to get the number of times an opportunity enters a specific phase during, for example, this week (or lastw eek). I tried this query:
select count(...
- 11
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171
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Grouping StageName history by CreatedDate
I am struggling with this query I am trying to do. I want to count how many times we went to a specific stage grouped by weeks. There is something very strange though, I can select count(stagename) ...
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3
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Can you query by LastModifiedDate on OpportunityHistory?
This query:
select ID, StageName, Probability, Amount, CloseDate from OpportunityHistory where OpportunityId = 123 and LastModifiedDate > 2015-01-01T00:00:01z
Throws this error:
No such column '...
- 123
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2k
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List Opportunities that have a previous StageName [Advanced SOQL]
I'm trying to get a list of Opportunities that have now "Cancelled" (isClosed=true and isWon=false) stageName and the previous (Penultimate) value was "Active" by SOQL .
For example, the Opp X had ...
- 6,911
2
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1k
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Customize Opportunity - Related List Stage History
I have a requirement where I need to add fields in stage history related list. Please help me.
- 105
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2
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2k
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Getting Object type not accessible error
Since today morning i am getting following error whenever i try to open any opportunity.
Object type not accessible. Please check permissions and make sure the
object is not in development mode: ...
- 5,260
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705
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How do I see the audit trail for Products added to a Opportunity
How do I see the audit trail for Products fields e.g. change in quantity or change in salesprice, for a Product added to a Opportunity
- 151
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119
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Batch Apex: Invalid field StageName for OpportunityHistory
In my SalesForce managed package I have a Batch Apex job that queries OpportunityHistory and does some post-processing (basically serialize them and posts to external Web Service)
When I schedule and ...
- 305
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How to track history of a record of a custom object in apex class?
I want to track history(History which is shown below every record in salesforce user interface) of a record in apex class. How can i do this? What will be used in SOQL query?
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103
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Values in OpportunitiesHistory do not seem to be there
My test does:
Opportunity opp2 = opps.get(1);
opp2.probability = 40;
upsert(opp2);
opp2.probability = 30;
upsert(opp2);
System.debug('****opp2History=' + opp2.OpportunityHistories);
I was ...
- 4,173
2
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2
answers
2k
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Accessing OpportunityHistory in a SOQL query
My query:
List<Opportunity> opps = [SELECT id, Probability, LastModifiedDate, OwnerId,
(SELECT StageName,Probability,SystemModstamp FROM OpportunityHistories order by ...
- 4,173
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3
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684
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Setting SystemModstamp for OpportunityHistory
I have some logic where I have to send emails about Opportunities that have certain OpportunityHistory objects at certain date times.
I would like to test this but it means I need to be able to ...
- 4,173