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Sales Basics
Opportunity History

Opportunity History

Two related lists show changes to the fields on an opportunity record: One tracks field history, and the other tracks changes to the opportunity stage.

Required Editions

Available in: Lightning Experience and Salesforce Classic

Available in: all editions for orgs created before Summer ’09

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions for orgs created in Summer ’09 and later

User Permissions Needed
To view opportunities: Read on opportunities

Opportunity Field History

  • Anytime a user modifies tracked standard or custom opportunity fields, a new entry is added to the Opportunity Field History related list. All entries include details of the change and who made it. Your Salesforce admin selects which fields to track.

Stage History

  • Anytime a user changes the Amount, Probability, Stage, or Close Date fields on an opportunity, a new entry is added to the Stage History related list. All entries include details of the change and who made it. Your admin can’t select which fields to track.
  • Unlike field history data for other objects, which is retained for a limited time, opportunity stage history data isn’t automatically deleted.

Changes to the Amount and Quantity fields are tracked even when the change is the result of a change to an opportunity’s products or schedules.

 
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