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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.”
Salesforce’s native export options for field history tracking data are severely limited. Standard reports can only export 2,000 visible rows, data export tools don’t include history objects, and there’s no built-in quarterly segmentation for exports.
Here’s how to set up automated field history data exports with comprehensive quarterly analysis that preserves all your calculations and formatting.
Automate comprehensive field history exports using Coefficient
Coefficient excels at automated field history data exports with no row limitations and built-in quarterly segmentation. You can pull complete historical records, add quarterly identifiers, and schedule exports that automatically adjust to current quarters.
How to make it work
Step 1. Import complete custom object history data.
Use Salesforce “From Objects & Fields” to import all historical records without the 2,000 row limitation. Include fields like RecordId, Field, OldValue, NewValue, CreatedDate, and CreatedBy to capture complete change context.
Step 2. Add quarterly identifiers and calculations.
Create calculated columns using =”Q”&ROUNDUP(MONTH(CreatedDate)/3,0)&” “&YEAR(CreatedDate) to automatically group changes by quarter. Add status duration calculations and transition counts that will be preserved in your exports.
Step 3. Configure automated quarterly exports.
Set up Scheduled Exports to run at the end of each quarter (March 31, June 30, September 30, December 31). Configure exports to include both detailed transaction logs and summary pivot tables, with automatic delivery to shared drives or email.
Step 4. Create multiple export formats.
Set up separate exports for executive summaries (aggregated quarterly metrics), detailed transition logs (all status changes), and exception reports (unusual patterns). Use consistent naming like CustomObject_StatusHistory_2024Q1.csv for easy organization.
Step 5. Set up export automation workflow.
Schedule the complete workflow: quarter-end data refresh at 11 PM, quarterly summary calculations at 11:30 PM, exports generated at midnight, and email notifications with attached exports at 12:30 AM. Archive exports in designated folder structures for long-term access.
Eliminate manual quarterly export processes
This automated approach eliminates manual quarterly export processes and ensures consistent, comprehensive historical data capture for long-term trend analysis. Get started with automated exports that preserve all your quarterly calculations and insights.
