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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.”
Querying historical opportunity product data from custom objects in Salesforce is limited by native reporting tools, relationship constraints, and row limits. You need advanced query capabilities and analysis tools that go beyond what standard Salesforce reports can deliver.
Here’s how to unlock powerful querying and analysis of your historical opportunity product data with custom SOQL capabilities and unlimited analysis potential.
Transform historical data querying using Coefficient
Coefficient transforms how you query and analyze historical opportunity product data from custom objects. You get superior query capabilities compared to native Salesforce reporting tools, with no relationship limits and advanced analysis features.
How to make it work
Step 1. Build advanced custom SOQL queries.
Create complex queries that join OpportunityLineItem with your custom history objects using LEFT JOIN syntax. Query across multiple custom objects without relationship limits and include complex date ranges and filtering options. Use queries like: SELECT opp.Id, opp.OpportunityId, hist.OldValue__c, hist.NewValue__c, hist.ChangeDate__c FROM OpportunityLineItem opp LEFT JOIN CustomHistoryObject__c hist ON opp.Id = hist.OpportunityLineItemId__c WHERE hist.ChangeDate__c >= LAST_N_DAYS:90.
Step 2. Set up dynamic and flexible querying.
Use Coefficient’s dynamic filters that point to cells for user-controlled queries without editing import settings. Schedule different query variations for different audiences and combine multiple queries into unified dashboards. Import both current OpportunityLineItems and history custom objects for comprehensive analysis.
Step 3. Create advanced historical analysis beyond native limits.
Build time-series analysis with Salesforce data using advanced spreadsheet functions. Create trend charts showing changes over time and perform calculations impossible in Salesforce reports. Analyze data without the 50,000 row governor limits that constrain native reporting.
Step 4. Implement comprehensive historical insights.
Calculate time between changes and identify change velocity patterns across your opportunity products. Create statistical models of historical data and build predictive analytics based on historical trends. Use advanced formulas to analyze patterns that native Salesforce reports cannot detect.
Unlock advanced historical data analysis
This approach provides unlimited querying capabilities, advanced analysis tools, and insights that native Salesforce reporting cannot deliver. You can build dynamic historical reports that update automatically and perform complex calculations across multiple custom objects. Start querying your historical opportunity product data with advanced capabilities today.
