Questions tagged [opportunity-history]

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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 ...
AwesomeAdmin8's user avatar
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1 answer
3k views

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 ...
Annika Sampedro's user avatar
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1 answer
309 views

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 ...
Sander de Jong's user avatar
0 votes
2 answers
402 views

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, ...
Pragun Aggarwal's user avatar
0 votes
1 answer
571 views

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 ...
apc's user avatar
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10 views

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 ...
Krish's user avatar
  • 11
1 vote
1 answer
37 views

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=...
Venkat Rangan's user avatar
0 votes
1 answer
203 views

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.
James's user avatar
  • 173
1 vote
1 answer
174 views

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 ...
Abhiram Sheshadri's user avatar
0 votes
1 answer
2k views

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, ...
user54966's user avatar
0 votes
1 answer
1k views

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 ...
subhash's user avatar
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1 answer
277 views

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?
dphil's user avatar
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2 votes
1 answer
522 views

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 ...
Cameron Adams's user avatar
2 votes
1 answer
757 views

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 ...
Denys's user avatar
  • 121
3 votes
2 answers
624 views

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 ...
cooncesean's user avatar
1 vote
2 answers
328 views

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 ...
wesaw's user avatar
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1 vote
1 answer
1k views

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 ...
Russel baker 1's user avatar
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1 answer
2k views

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 ...
Russel baker 1's user avatar
1 vote
1 answer
517 views

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 ...
o-lexi's user avatar
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1 vote
0 answers
110 views

Connection column in stage history related list

what is this column for? Thank you in advance.
sfdclearner's user avatar
0 votes
1 answer
1k views

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 ...
user7447's user avatar
1 vote
1 answer
771 views

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....
Salesforce Steps's user avatar
7 votes
2 answers
13k views

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 ...
grass's user avatar
  • 119
1 vote
1 answer
1k views

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(...
Martijn's user avatar
  • 11
0 votes
1 answer
171 views

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) ...
Martijn's user avatar
  • 15
2 votes
3 answers
4k views

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 '...
Travis Reeder's user avatar
0 votes
1 answer
2k views

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 ...
Martin Borthiry's user avatar
2 votes
0 answers
1k views

Customize Opportunity - Related List Stage History

I have a requirement where I need to add fields in stage history related list. Please help me.
Rathod's user avatar
  • 105
1 vote
2 answers
2k views

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: ...
Pramod Kumar's user avatar
  • 5,260
1 vote
1 answer
705 views

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
Guddan's user avatar
  • 151
4 votes
0 answers
119 views

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 ...
Sergio Kozlov's user avatar
6 votes
2 answers
7k views

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?
Pankaj's user avatar
  • 2,515
0 votes
1 answer
103 views

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 ...
dublintech's user avatar
  • 4,173
2 votes
2 answers
2k views

Accessing OpportunityHistory in a SOQL query

My query: List<Opportunity> opps = [SELECT id, Probability, LastModifiedDate, OwnerId, (SELECT StageName,Probability,SystemModstamp FROM OpportunityHistories order by ...
dublintech's user avatar
  • 4,173
2 votes
3 answers
684 views

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 ...
dublintech's user avatar
  • 4,173