Friday, July 19, 2013

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, Opportunity is different, it called OpportunityFieldHistory, and do not mix-up with OpportunityHistory.

So what is Opportunity History ?
The Opportunity History or Stage History tracks the changes in opportunity based fields below. Anytime you change those fields, a new entry is added to the list with user who made the change and time stamp, however it also record the value of the fields after changed:
  • Stage
  • Amount
  • Probability (%)
  • Close Date 

You can find this values in:

1. Opportunity page layout
In Opportunity page layout, find the related list called Stage History. This related list is not customize-able.

2. Report
In report, you can create report with report type = Opportunity History

In screenshot below, you will see the changes with Last Modified is the date change happened and user who change in Last Modified By

You also can filter the report to show only when Stage is changed or filter with Forecast Changed From/To values, see this screenshot:

3. API
The API object name is OpportunityHistory, you can query this object, but not update, delete or create manually.