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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Your Salesforce custom object history report likely isn’t showing all quarterly status changes due to multiple platform limitations. These include field history retention policies, the 5 million record limit, report row limits, and missing records from before history tracking was enabled.
Here’s how to capture complete historical data and overcome every limitation that’s causing you to miss critical status changes.
Capture complete quarterly status changes using Coefficient
Coefficient overcomes all Salesforce limitations by importing unlimited historical records, preserving data indefinitely through Snapshots, and capturing every single change with custom SOQL queries. You’ll never lose quarterly data again.
How to make it work
Step 1. Import all available historical data immediately.
Use “From Objects & Fields” to import your complete custom object history before any more data is lost to retention policies. Include all fields and use custom SOQL queries like SELECT Id, Field, OldValue, NewValue, CreatedDate FROM Custom_Object__History WHERE Field = ‘Status__c’ ORDER BY CreatedDate ASC to capture every change.
Step 2. Set up ongoing data capture.
Configure hourly or daily refreshes to catch all new changes and set up quarterly Snapshots for permanent retention. Create a “Status Change Log” that appends new changes to your historical dataset, ensuring no future data is lost.
Step 3. Validate data completeness.
Compare record counts between Salesforce and Coefficient, check for gaps in date sequences, and verify all status values are captured. Cross-reference with audit trails and use CreatedDate with time components to catch rapid status changes on the same day.
Step 4. Build comprehensive quarterly analysis.
Create calculated quarter fields using =”Q”&CEILING(MONTH(Date)/3)&” “&YEAR(Date) and build pivot tables showing all status changes by quarter. Include transition counts, duration analysis, and trend identification that was impossible with limited Salesforce reports.
Step 5. Create validation and monitoring.
Set up alerts for unusual patterns, monitor data capture success rates, and create quarterly validation reports that confirm all expected changes are captured. Filter by CreatedById to ensure all users’ changes are included and verify API permissions haven’t hidden records.
Never miss quarterly status changes again
By implementing Coefficient, you eliminate virtually all native Salesforce limitations for quarterly custom object history tracking, ensuring accurate historical analysis for decision-making. Start capturing complete quarterly data that you can actually rely on for strategic planning.
