Slaesforce FAQ

how to access the query tool in salesforce using code

by Ms. Everette Cole Published 2 years ago Updated 2 years ago
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How do I query my data in Salesforce?

Query Operation. Drag and drop Salesforce Query Connector to get the details of the salesforce object and configure the listener to trigger the request. Configure the connection details for Salesforce and use the Basic Username and Password connection (Username, Password, Securitytoken), you can also use other connections as well to do the ...

How to run a soql query in Salesforce?

Write SOQL Queries

  • SOQL Files #. VS Code supports writing SOQL in both Apex files and standalone .soql files. ...
  • Code Completions #. VS Code supports code completions for SOQL embedded in Apex files and .soql files. ...
  • Use SOQL Builder to Build and Run Queries #. Use SOQL Builder to build and run your SOQL queries. ...
  • Execute SOQL Text #. ...
  • Execute SOQL Inline #. ...

Is Salesforce just a CRM tool?

Salesforce CRM is a cloud-based CRM software solution that provides typical CRM features as well as enterprise solutions that are focused on customer service and automation.

How to query the number of used license in Salesforce?

SimplySfdc.com

  1. Active Users: to count all active users, the formula: RowCount
  2. License Remain: this is by calculating Total License - Active Users, the formula: User.Profile.UserLicense.TotalLicenses:SUM - RowCount You can add Conditional Highlighting to get user attention when remaining licenses reach ...
  3. The Moment of Truth

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How do I access query editor in Salesforce?

Execute SOQL queries or SOSL searches in the Query Editor panel of the Developer Console.Enter a SOQL query or SOSL search in the Query Editor panel.If you want to query tooling entities instead of data entities, select Use Tooling API.Click Execute.More items...

How do I open the query editor in Salesforce Developer Console?

Select Developer Console.Enter a SOQL query in the Editor box or navigate to File –> Open Resource. The Open Resource window displays.Search for the object by typing in the Select an item to open box. Select the object and click the Open For this example we will query on Account.

How do I run a SOQL query in Salesforce Vscode?

To execute SOQL you can simply select the text and run the command SFDX: Execute SOQL Query with Currently Selected Text . You can choose to execute your query against the REST or Tooling APIs. After the query is executed the results display in the output pane.

How do I run a SOQL query in Salesforce command line?

5:026:04How Do I Execute SOQL Query in Visual Studio Code? - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on terminal. Type sfdx force colon data colon cycle colon query dash queue quotation markMoreClick on terminal. Type sfdx force colon data colon cycle colon query dash queue quotation mark select id comma name from account and quotation mark. And press enter.

How do I run a code in Salesforce Developer Console?

Use CTRL + E shortcut to open window to execute apex code. Now click on execute button.

How do I open Visual Studio query Editor in Salesforce?

How to open the Salesforce Query EditorUsing the File Explorer Context. In the file explorer, click with the right button on any Apex class to see the option SFDX: Salesforce Query Editor in the Menu.Using the Editor Context. ... Using the Editor Navigation Context. ... Query builder.Table.

How run VS code in SQL query?

Connect to your databaseIn Visual Studio Code, press Ctrl+Shift+P (or F1) to open the Command Palette.Select MS SQL:Connect and choose Enter.Select Create Connection Profile.Follow the prompts to specify the new profile's connection properties. After specifying each value, choose Enter to continue. Property.

How do I use SOQL builder in VS code?

soql file in SOQL Builder from the VS Code menu. Right-click the file name, select Open With, then SOQL Builder....Open an Existing SOQL File in SOQL Builder(If necessary) Create a . soql file.Click on the . soql file.Click the Switch Between SOQL Builder and Text Editor icon.

How do I run a query in Visual Studio?

To execute a queryOpen or create the query you want to run.Right-click anywhere in the query window, and select Execute SQL from the shortcut menu. -or- Press CTRL+R.

How do I query a Salesforce file?

Steps to enable the permission for users:Set Up > Permission Set > New.Enter in the preferred details.Click Save.Click App Permissions.Click Edit,Navigate to "Query All Files".Check the "Query All Files" checkbox.Click Save.More items...

How do I run a query in Apex?

A SOQL query that you execute using Apex code is called an inline SOQL query....Execute a SOQL QuerySelect Debug | Open Execute Anonymous Window.Copy the following code, paste it, and execute it. ... Enter the following query in the Query Editor tab.More items...

What is tooling API in Salesforce?

Tooling API provides SOAP and REST interfaces that allow you to build custom development tools for Force.com applications. For example, you can: Add features and functionality to your existing Force.com tools. Build dynamic modules for Force.com development into your enterprise integration tools.

Understanding Salesforce

Salesforce is a software-as-a-service (SaaS) platform for CRM and complementary suits of enterprise applications. Since its inception in 2009, Salesforce served a Cloud model that relieved businesses from maintaining data servers pertaining to sales and marketing.

Understanding Salesforce Query Tool

A query is a collection of strings that are used for searching specific values and data in Salesforce. Salesforce has an enormous amount of data, thereby requiring Salesforce Query Tools for pulling out relevant information for better decision-making. A Salesforce Query Tool allows users to command and review the results of queries.

Types of Salesforce Query Tools

Salesforce Object Query Language (SOQL) is a query language used to read information stored in databases. SOQL is syntactically similar to structured query language (SQL) and can be written and executed using the apex code (Salesforce object-oriented programming language) or query editor in the developers’ console.

Conclusion

The most precious asset of a company is neither its business segment nor its product, they are the customer. Besides helping businesses manage their customers better, query Tools aid organizations in understanding the precise requirements of diverse customers and Salesforce Query Tools also help to search data within the Salesforce database.

How to open a SOQL file?

Click on the .soql file. Click the Switch Between SOQL Builder and Text Editor icon. You can also open a .soql file in SOQL Builder from the VS Code menu. Right- click the file name, select Open With, then SOQL Builder.

Can SOQL Builder run complex queries?

You can still run complex queries in SOQL Builder even if you see the Unsupported Syntax informational message. WHERE clauses can be quite complex. SOQL Builder supports simple WHERE expressions. You can combine conditions using AND or OR, but not both.

Can you select only one field at a time in SOQL?

When selecting fields, you can select (click) only one at a time. Every time you click Run Query, a SOQL Query Results tab appears. There’s no way to associate the results with the specific query statements. The SOQL Builder editor reflects your most-recent updates.

How to execute SOQL query?

To execute SOQL you can simply select the text and run the command SFDX: Execute SOQL Query with Currently Selected Text. You can choose to execute your query against the REST or Tooling APIs. After the query is executed the results display in the output pane.

How to write a query without saving it to a file?

To write a query and execute it without saving it to a file, you can use the command SFDX: Execute SOQL Query... and enter the SOQL directly into the command bar. The results display in the output pane.

What is SOQL in Salesforce?

The Salesforce Object Query Language or SOQL is the one you are going to use to query the Salesforce sObject layer for specific information. It has a SQL-like syntax that supports only SELECT statements (Read-only).

What is Salesforce Object?

At the core of the Salesforce data model is something referred to as the Salesforce Object or sObject. sObject has a table-like data structure. It’s organized into a concept of Records and Fields which are similar to columns in a database table.

When to use inner query?

An Inner Query is normally used when you want to retrieve the related child record for a particular parent record or set of parent records. For example, to pull the Contacts related to a particular Account, you can use the following SOQL query:

Is Salesforce a CRM?

Salesforce is a cloud-based CRM platform where you can store a bunch of data and one that gives you access to this data from any location in the world. Whether it’s Sales, Marketing, or anything else you use to connect with your customers, it is possible using the Salesforce platform.

What is Salesforce SQL?

This software also improves sales team productivity. Salesforce SQL enables you to query the data easily. There is a mobile app for both Android and iOS devices that features real-time data from dashboards and custom reports including a feed plus feature that shows you any crucial information that you want to know about. It could be anything including sales tracking, custom reports, employee performance reports, etc.

What is SOQL in SQL?

To summarize, SOQL is equivalent to the SELECT SQL statement that searches the record on a given criterion only in a single sObject. One difference between SOSL and SOQL is that it cannot search across multiple objects but it supports nested queries.

What is order by in SOQL?

We can use ORDER BY in a SELECT statement of a SOQL query to control the order of query results. By default the order is ascending. There is no guarantee of the order of the result unless we use ORDER By clause in the query.

Why is CRM important?

A CRM solution helps a company to focus on the organization’s relationships to the customers which involves many important steps including finding new customers, maintaining their databases, helping them in growing their business, providing needed support and other services.

Is Salesforce a CRM?

When it comes to customer resource management software, Salesforce is one of the most used solutions by many companies. It is important to be able to access and use this CRM data in an efficient manner. Salesforce SQL lets you do just that.

Reasons to use the Query Plan Tool

Use this tool to check the Query Plan for any SOQL queries that execute slowly. It will provide you with insight on the different plans and should you have some of the filters indexed, provide the cost of using the index compared to a full table scan.

What does it all mean?

The Query Plan Tool will show a list of available plans that our Query Optimizer can use for the query provided and will be arranged by cost ascending.

Indexed field does not appear in the list of plans

If the query you provided contains an Indexed field in the filters, the plan will be shown for that field only if you are using a supported operation against that field.

Examples and how to interpret Query Plan results

The following examples uses 2 indexed fields. A checkbox ( InActiveAcc__c) and a Picklist ( Account_Hierarchy__c) on the Account sObject.

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