Questions tagged [opportunity-history]

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Is it possible to create a report with Stages on columns with dates they moved into that stage below?

I'd like to create an opportunity report, which shows the stages across the top (columns) and beneath those, the dates for which the oppy entered that stage. Here's a rough mockup: Oppy Name ...
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7 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 ...
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1answer
16 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=...
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31 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.
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1answer
140 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 ...
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1answer
394 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, ...
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1answer
301 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 ...
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1answer
30 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?
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1answer
137 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 ...
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1answer
94 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 ...
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2answers
320 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 ...
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2answers
176 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 ...
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1answer
545 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 ...
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1answer
805 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 ...
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1answer
161 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 ...
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70 views

Connection column in stage history related list

what is this column for? Thank you in advance.
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1answer
625 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 ...
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1answer
394 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....
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2answers
6k 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 ...
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1answer
665 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(...
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1answer
116 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) ...
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3answers
2k 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 '...
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1answer
983 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 ...
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0answers
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.
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2answers
1k 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: ...
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1answer
537 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
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98 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 ...
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2answers
5k 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?
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1answer
75 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 ...
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2answers
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 ...
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3answers
535 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 ...