Historical trending in Salesforce is subject to certain limits on the time during which data is tracked, the number of rows of data, and the fields and objects you can track. These limits are designed to restrict the data set so that reports return data quickly.
|Available in: both Salesforce Classic
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
- Salesforce retains historical data for the previous three months, plus the current month.
- Up to 5 million rows of historical trending data can be stored for each object. Historical data capture stops when the limit is exceeded. The admin is alerted by email when any object reaches 70 percent of the limit, and again if the limit is exceeded.
- Each historical trend report can contain up to 100 fields. In Opportunities reports, this includes the standard preselected fields, which can’t be disabled.
- Formula fields are not supported.
- Row limit filters are not supported.
- The summary report format is not supported.
- You can specify up to five historical snapshot dates in each historical trend report.
- You can use up to four historical filters on each historical trend report.
- These field types are supported: Number, Currency, Date, Picklist, Lookup, Text.
- Dated exchange rates are not supported. When you run the historical trend report, it only uses the latest dated exchange rate.
- Internet Explorer 6 is not supported.
- The Report Wizard is not supported. Historical trend reports can only be created with the Report Builder.
- Historical trend reporting with charts is supported in Lightning Experience, but tabular views of historical trend reports aren’t available.
If a picklist field is already being used in a historical trending data filter, think hard before changing any of its values. You could make that field less useful for historical reporting in the future.