)
Written by
Table of Contents
“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 reporting can’t properly handle deleted opportunities in historical analysis because standard reports exclude deleted records, yet their field history data remains in the system.
Here’s how to ensure your historical pipeline counts include all opportunities that were active at specific dates, regardless of their current deletion status.
Ensure complete historical accuracy with deleted record handling using Coefficient
Coefficient addresses deleted opportunity challenges through comprehensive field history access and advanced logic that Salesforce’s standard reports simply can’t provide.
How to make it work
Step 1. Access field history for deleted opportunities.
Use custom SOQL queries to access field history for deleted opportunities that standard reports miss. Include IsDeleted field logic to identify and properly count opportunities that were active historically but have since been deleted.
Step 2. Build deleted record logic handling.
Create advanced formulas to determine if opportunities were active at specific historical dates regardless of current deletion status. Use conditional logic to include deleted opportunities in historical counts while excluding them from current analysis.
Step 3. Maintain historical accuracy with date-based filtering.
Ensure month-end historical counts reflect all opportunities that existed at that time. Build proper treatment for opportunities deleted and undeleted during analysis periods, with logic to handle opportunities with field history but missing parent records.
Step 4. Set up automated deleted record processing.
Schedule refreshes that continuously update historical analysis as opportunities are deleted or restored. Use formula auto-fill to extend deleted record logic to new time periods and set up alerts when deleted opportunities significantly impact trends.
Get truly accurate historical pipeline data
This ensures accurate historical opportunity stage counts that include all opportunities active at specific points in time, providing complete pipeline analysis that Salesforce’s native reporting can’t deliver. Build your comprehensive historical reports today.
