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Release Summer 08 Comments
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History Tracking on Opportunities
Provide the ability to track history for standard and custom opportunity fields.
Please note: This idea has been updated to "History Tracking on Opportunities" to reflect the core idea in this thread. Please see comment below with links to new ideas that have been created to track other objects which have also been requested.
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CThompson 09/11/07 |
If adding this for all standard objects is somehow too much to hope for than the following are the must-have objects (all fields, standard or custom): Opportunities, Opportunity Products (line items), Assets, Campaigns, Users, Products. |
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rpr2 09/11/07 |
Accounts, opportunities, tasks and events are most important for us. Also, must have ability to create reports on the history. Thank you for adding history tracking to accounts and contacts. This addition has been used extensively by us and has helped enormously, in many ways. Now our users are clamoring to have history tracking on tasks. |
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AMartin 09/12/07 |
I would like to the ability to track changes on the Contracts before they are activated. Also, I should be able to set which fields on the opportunity record that I want to track. |
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gkc 09/12/07 |
I need to be able to run reports on the date when the stage of any opportunity changes. Currently, I have a workflow rule set up to inform me by email of stage change dates, but would like SFDC to capture this information automatically and be able to run reports incorporating this data. |
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TAlford 09/13/07 |
To track ownership changes on opportunities and accounts would be great too. |
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WYam 09/13/07 |
Are there plans to improve the functionality of that history tracking? For example, on the opportunity history tracking, it would be convenient if we could designate which fields trigger a history log so we can track specific changes by user. Often, especially in the age of multi-person responsibilities on any single given record, it is critical we track which user changed some of the more relevant/important fields. |
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nwilliams 09/18/07 |
I need to be able to see when changes were made and by whom. Reporting on this would also be helpful. If data is lost or altered I have no way to hold anyone accountable at the moment. |
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jap 09/21/07 |
Merged Idea
originally posted 09/21/07
History tracking for all fields on all standard objects please...
As you're probably aware at present you can select certain standard and custom fields to track on the History related list of cases, solutions, leads, contracts, and custom objects.
So any time a user modifies any of the standard or custom fields whose history is set to be tracked, a new entry is added to the History related list. All entries include the date, time, nature of the change, and who made the change. This is cool. However, it's time this functionality was available on all fields on all standard objects too. Knowing how often an address field on an Account is updated is just as useful as knowing when a Lead field is modified. |
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g15554 10/08/07 |
Merged Idea
originally posted 12/06/06
Enhance/Change "Last Modified" Function to Include More History
I would like to see the "Last Modfied" function changed or modified to include more history like each modification to a record and the user and date/time that modification was made.
Currently, only seeing the last modified information may not help a user resolve any questions concerning a record modification. |
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kristinf 10/08/07 |
Merged Comment
originally posted 07/18/07
I recommend looking into Field History Tracking. It is currently available for Leads, Cases, Solutions, Contracts and Custom Objects. Any time a user modifies any of the standard or custom fields whose history is set to be tracked, a new entry is added to the History related list. All entries include the date, time, nature of the change, and who made the change.
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hvera 10/08/07 |
Merged Idea
originally posted 08/09/07
Add Forecast Category To Opportunity History
It would be great, and easy, to include the Forecast Category in the Opportunity History. Yes, I understand that it would only reflect what is in the Opportunity and not in the Forecast Object (i.e., no overrides will be reflected). It would be an improvement.
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kristinf 10/12/07 |
I have a few questions for those of you requesting history tracking on Opportunity Products... Are you looking to track standard and custom Opportunity Product fields and see this history on the Opportunity Product detail page? Or do you want to see Opportunity Product changes reflected on an Opportunity History related list? For example, being able to see that you added a Product to the opportunity. Or something different yet? You can also check-out this idea... http://ideas.salesforce.com/article/show/89474/For_history_tracking_show_chan... |
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CThompson 10/12/07 |
I can't speak for everyone but I believe that both features would be very helpful. The current "Stage History" information is pretty limited so the ability to enable field history for Opportunity fields would be great. If updates to the "Amount" field are caused by changes to related products (line items) it would be great if a history entry reflected that fact. Regarding Opportunity Product records: being able to enable field history and see the audit trail on the detail page would be great. |
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Manda_Graham 10/23/07 |
Merged Idea
originally posted 10/23/07
History Tracking for Activities
History tracking on activities would be useful - specifically surrounding due dates, at the moment users can change these and there is no record of this.
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phil80920 10/31/07 |
Opportunities, Opportunity Line Items, and Assets please |
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rpr2 11/04/07 |
History tracking on the user object would be very useful for us |
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tarah 11/12/07 |
I need this on Opportunities to show what has been changed and when for custom status fields. This will help me explain to auditors who touched what and when. |
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mlee 11/28/07 |
My org needs Opportunity field history tracking - not just an indicator that a field was changed but rather we need an audit of what the old value was and what the new value is. |
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chf 12/06/07 |
We need history tracking on opportunities for custom fields. Our opportunities are having multiple currency fields and we like to track them all. |
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ks801 12/06/07 |
I need to be able to change the fields that are currently tracked on opportunities with the ability to then report on them. |
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LadyKB 12/07/07 |
I need to see Opportunity Ownership changes. Accidentially a member of staff transferred mass records and checked the transfer Closed opportunities box.. I need a quick fix to change these back. |
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rpr2 12/11/07 |
We would like to be able to track history on more than 20 fields -- particularly in the account object. We have multiple lines of business. There is a standard group of fields that each business unit wants tracked when changes are made, but then there are also custom fields unique to each unit and we can't accommodate them all with being restricted to 20 fields. |
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gen82 12/18/07 |
I would like to be able to track history on several of my opportunity custom fields. |
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jisaac 12/28/07 |
HELP!!!! I need to be able to track on custom and standard fields in Opportunities. Right now I do this with daily reports exported and then managed in an outside database. |
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TheBoot Jan 5 |
I would also like to track history on my custom Opportunity fields, and report on them. I am pretty sure there are more than 20 fields that I would like to track, but I could even make due with 20. It would also be nice if those reports could connect with other objects like Contact Roles or Accounts, etc. We have our own method of forecasting and I am currently unable to produce trend reports that have much meaning. If I could track the history on my custom fields that would go a long way in helping me create those repots. Thanks! |
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mar10br0 Jan 10 |
Why not implement History Tracking in one consistent manner: we choose which fields on which tables. It is impossible to explain to my users that yes tracking of the owner is indeed visible on this object, but we cannot do it on that one without programming Apex-triggers instead of flicking a switch. Must haves are: - Ownership changes on *any* object (and I really mean any, including tasks, opportunities, assets) - Any field on the Opportunity header AND product lines |
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KarenCanny Jan 14 |
We need the ability to track the field history on asset. |
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JasonRogers Jan 14 |
definitely history tracking on Opportunities!!! |
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jacobmin Jan 17 |
We need history tracking in opportunities very, very, very, badly. |
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a.v. Jan 17 |
Assets ASAP!. And ideally should be added to all standard objects eventually. |
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gemini@work Jan 22 |
Need History tracking on Products and Assets. Today, I've had to get around the SFDC limitation of not supporting history tracking on Products by creating a custom object: Parts List, and for Assets by creating a custom object: Hardware. If History tracking were supported on Products and Assets, I could get rid of these two custom objects -- and use them for other neat things! |
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SSilver Jan 22 |
This Idea has been posted and promoted thousands of times, for more than a year, with no results. We need field tracking on Opportunities (we have needed it for years). When will it be available???? |
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fike Jan 24 |
Solution Description field History Tracking - wiki-style. |
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donkiely Jan 25 |
mar10br0 has it right. Just give us history on all fields on all standard and custom objects and be done with it. Thanks! |
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cribis Jan 28 |
This feature is needed to track user actvity and what they do with opportunities to make reporting easier. |
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NickG Jan 29 |
Please implement this feature in the soonest release. We want to track more than Stage on an Opportunity, custom fields please! |
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CKZhou Jan 31 |
Is tracking field history on opportunity much different from account? Why have salesforce NOT implemented it together? but rather little by little? |
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csides Feb 8 |
Tracking activities, especially tasks as they are reassigned multiple times. |
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KH Feb 11 |
Please can we have history tracking on Opportunities! |
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pats2222 Feb 21 |
I need the ability to track Last Modified By on a custom object as my company uses this information as an audit trail. |
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newleaders Feb 26 |
We need field history tracking on Opportunities! How did this get missed in Spring '08? |
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Christoph_K. Mar 19 |
Opportunity history tracking is business critical for us. Opportunity Product line items is also a great idea, as we then could see different offers we made to the customer without storing all quotes in notes and attachments |
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cpierre Mar 19 |
Merged Idea
originally posted Mar 17
History Tracking on Opportunities
Did I miss something or is this not avaialble?
If I missed it ...phew, thank goodness its there. If not, and we don't have it - What are we waiting for? |
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Scott_Jorgensen Mar 19 |
Merged Comment
originally posted Mar 17
it's there. It's called "Opportunity History"
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Scott_Jorgensen Mar 19 |
Merged Comment
originally posted Mar 17
Changed status to Existing Feature.
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AlexCRMmanager Mar 19 |
Merged Comment
originally posted Mar 18
Yes, but you are limited to just tracking the history of the fields defined by Salesforce.com for History Tracking: Amount, Stage, Probability, Close Date, and Expected Revenue.
We want the ability to track history on ANY field on Opportunities. This ideas should not be marked as "Existing Feature". At best it is a "Partial Feature". |
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AlexCRMmanager Mar 19 |
Merged Comment originally posted Mar 18 |
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AlexCRMmanager Mar 19 |
Merged Comment
originally posted Mar 18
and there is that text truncation bug again in the comment above
See this http://ideas.salesforce.com/article/show/10079187/IdeaExchange_truncating_tex... |
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AlexCRMmanager Mar 19 |
Merged Comment originally posted Mar 18 |
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ta_invisible Mar 19 |
Merged Comment
originally posted Mar 19
Scott-J - Please remove the status of "Existing Feature". We want the same kind of History Tracking on the Opportunity object that is offered on other objects. This is not an existing feature.
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rpr2 Mar 19 |
Merged Idea
originally posted Jan 14
Would like Opportunity History object to store data similar to Account and Contact History objects
In the Account and Contact History tables, there are columns for: Changed Field, New Value, and Old Value. These are very useful to us in the reports that we use. Unfortunately, the Opportunity History table is not structured the same way and reporting is more difficult for us. For Opportunities, we would like those same columns to be available.
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pingzing47 Mar 19 |
Merged Idea
originally posted Mar 19
Option to save more Opportunity History Fields
Would be great to be able to have ability to add more fields to Opportunity History (some which would be custom fields) to track process flows as we have defined.
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belcherlc Mar 26 |
Im surprised history tracking for Opportunities wasn't included with the Accounts and Contacts history tracking! We need it! |
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kristinf Mar 26 |
Changed status to Ideas Under Consideration. |
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kristinf Mar 26 |
I have updated this idea to "History Tracking on Opportunities" to reflect the core idea in this thread. There are many requests in this discussion thread on history tracking for other objects, for which I'm providing new links to below. Please vote and comment on these if you have an interest in those requests being addressed in a future product release. History Tracking on Opportunity Products- http://ideas.salesforce.com/article/show/10079849 History Tracking on Products- http://ideas.salesforce.com/article/show/10079851 History Tracking on Assets- http://ideas.salesforce.com/article/show/10079852 History Tracking on Tasks- http://ideas.salesforce.com/article/show/10079854 History Tracking on Users- http://ideas.salesforce.com/article/show/10079855 |
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APW Mar 27 |
History Tracking on Campaigns: http://ideas.salesforce.com/article/show/10079922/Campaign_History_Tracking?s... |
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DarrenC Mar 31 |
LucidEra not only delivers historical reporting and analysis on opportunities, but also the ability to take snapshots by day, week, month, quarter, etc. in order to identify sales trends (good and bad) over time. LucidEra gives you a multidimensional view of your CRM data as well as data that has been integrated and enriched with other sources (Excel, ERP, Fortune 500, etc.). Sorry for the blatent plug, but there's been a lot of activity in the last couple of weeks for this idea, so I thought I'd point in the right http://www.lucidera.com/< |
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cheneyc Apr 3 |
We have a lot of information in our opportunities and because of this there are a lot of people who might make changes. I too would LOVe to be able to track changes on whatever fields I want to track, instead of just the ones that are built into history tracking on ops. |
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jdev Apr 8 |
Critical need if Opportunities are being used to record financial transactions to be able to report on any changes made to closed opportunities - seems like field history would do the job. |
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kristinf Apr 9 |
Changed status to Coming in Summer 08. |
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datagirl Apr 10 |
We needed to add custom Opportunity stages as we have three possible Sale opportunities within One Opportunity Name. These can't be monitored without being able to add these fields to the Stage History. Would be so great not to have to create another custom control to sort this. Please add the ability to customise stage History Fields IN Opportunity ASAP. |
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Jocsan Apr 15 |
We need history tracking in opportunities!!!! |
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ian_haken May 14 |
This is critical for me in a young implementation of salesforce. I need to be able to tell management who has changed what field and when on any of the opportunity fields. the last modifed by and create by fields are critical to accurate audit trails! |
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gelrod May 20 |
My organization needs to isolate opportunities that contain certain stages. Currently, in an Opportunity History report, we are only able to pull 'to' and 'from' stages. It is vital that we are able to report on opportunities, no matter the current stage, that have contained one or more steps (stages) in their sales cycle. All opportunities in our company do not progressively move step to step which is why it is necessary, from a win/loss analysis, to understand which deals contained which stages. |
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jisaac Jun 9 |
gelrod, We have set up a system to identify which stages an opportunity has gone through using custom fields and field updates. I would be happy to show you how we did this. Email me if you want to learn more. jane.isaac@opensolutions.com |
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kjoseph Jun 19 |
Changed status to Delivered. |
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