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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 reporting can’t directly query the OpportunityFieldHistory object for specific date ranges, leaving you stuck when you need point-in-time opportunity stage analysis.
Here’s how to access detailed opportunity field history data with precise date filtering and automated reporting capabilities.
Access opportunity field history with custom SOQL queries using Coefficient
Coefficient solves these limitations through custom SOQL query functionality that reaches the OpportunityFieldHistory object. You can write queries that Salesforce’s standard reports simply can’t handle, with advanced filtering for precise date ranges and field specifications.
How to make it work
Step 1. Set up your custom SOQL query in Coefficient.
Connect to Salesforce and create a new import using custom SOQL. Write a query like this to pull opportunity stage changes for specific dates:
Step 2. Apply your date range filters.
Use precise date filtering in your SOQL query:. This gives you exact control over the time period you’re analyzing.
Step 3. Join with opportunity data for complete context.
Enhance your query to include current opportunity details alongside the historical field changes. This provides both the historical progression and current opportunity status in one comprehensive dataset.
Step 4. Set up automated refresh for ongoing analysis.
Schedule regular refreshes to keep your historical analysis current. Export results to spreadsheet format for further analysis, visualization, and sharing with your team.
Get the historical opportunity insights you need
This approach delivers granular historical opportunity stage tracking that Salesforce’s standard reporting simply can’t provide. Start building your custom opportunity field history queries today.
