At InsightSquared, we talk a lot about using your historical Salesforce data to expose and identify patterns from years past to dramatically improve accuracy in the present and future.
But starting this spring, Salesforce will start enforcing a policy that limits client access to their Field History data that is older than 18 months.
So, what data is being impacted by the policy?
By default, Salesforce captures history on certain standard Opportunity fields. For example:
- Opportunity Amount
- Opportunity Close Date
- Opportunity Stage
- Full list here
When the values in these fields change, Salesforce tracks the history in a table called the OpportunityHistory. Although your OpportunityHistory data will not be impacted by this policy change, many Salesforce customers add custom fields to their Opportunities.
Herein lies the problem.
We want to be able to track and preserve the data on custom fields to Opportunities as well. Examples of these fields would include a custom Value fields, custom Forecast Category fields, or custom Date fields. The historical data for these custom Opportunity fields and any other standard fields not linked above are tracked in a table called OpportunityFieldHistory.
The OpportuityFieldHistory data will be limited to 18 months per the Salesforce policy change.
Additionally, all other Salesforce objects behave slightly differently than Opportunities. Instead of a set of standard fields that track history automatically, you need to opt-in fields to retain history when their values change. When you enable history tracking for any field (custom or standard) on all objects aside from Opportunities, that data gets preserved in a table called ObjectHistory.
Some of these tables include:
- Full list here
The ObjectHistory data will also be limited to 18 months per the Salesforce policy change.
What does this mean for you as a Salesforce customer?
The long and short of it is that you will not lose any of your Salesforce historical data if:
- Your Salesforce org was created before June 1, 2011
- You use Salesforce “out of the box” and have not created any custom objects or fields
- You purchase the Field Audit Trail through Salesforce to retain historical data
However, if you do use custom fields, and you’ve been using Salesforce for less than 8 years, then, unfortunately, you will be impacted by the policy.
Good news! InsightSquared can help. Here’s how:
InsightSquared already pulls from your historical Salesforce data to help you improve forecast accuracy, better manage pipeline, tailor rep coaching based on individual performance, understand your marketing attribution, and conduct data-backed planning and analysis.
We’re making changes to preserve additional historical data for all of our Salesforce clients. We’ve committed to pull and retain data in the following tables:
Therefore, this means as an InsightSquared client you can go as far back in your InsightSquared reports as those tables have data, with no 18 month limit of history. Additionally, you’ll have full access to your OpportunityHistory data, which will have no change in historical access.
We know there is historical data on other objects not listed above, however, we wanted to focus on objects core to InsightSquared’s sales and marketing analytics. In an effort to keep refresh times as low as possible for our customers, we’re preserving those four tables as opposed to all of your historical Salesforce data.
Not an InsightSquared Customer? Consider this:
If you decide to become apart of the InsightSquared family after this policy change, even though we’ll only be able to pull 18 months of historical data initially, we’ll only ever append data on a rolling basis.
This means we’ll retain more data for your reporting than you can get out of Salesforce without paying extra. (i.e. after a year of your InsightSquared contract, we’ll now have 30 months worth of historical data for you to report on. After two years, we’ll have 42 months, etc.)
Get in touch with us here to learn more about how InsightSquared can help provide you with more than 18 months of your historical Salesforce data while also equipping you with actionable, real-time intelligence on sales and marketing KPIs.