Planned Salesforce history workflow
History Operations for Salesforce is planned, not available for installation. The sequence below describes its intended scope rather than controls verified in a released package.
Choose a supported object
The plan covers accounts, contacts and opportunities, with one object per search. Results must respect current access to the object, selected records and the underlying tracked fields.
Narrow the recorded changes
Select records and supported field/date or actor filters. The app is intended to show only the history Salesforce makes available. No history result does not establish that a record never changed.
Review coverage before export
Native history can have retention, value and actor limitations. The plan does not add history tracking or recreate data that Salesforce did not retain. It does not require an AI service or ERPClaw.
Prepare an authorised CSV
The intended export uses fresh permission checks and bounded results. A downloaded file remains a copy under the user’s control. Actual controls, limits and instructions will be published from installed-package evidence.
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