Slaesforce FAQ

how to query salesforce

by Elna Kuphal DVM Published 2 years ago Updated 2 years ago
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How do I run a query in Salesforce?

  • 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.

Full Answer

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 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

How to query Salesforce Recycle Bin Usin API?

This allows you to use our complete SOQL query language to query on any of the data in the deleted/archived records. There is also an new API method, undelete, which will allow you to retrieve things from the recycle bin via the API. You could use these via the AJAX toolkit to write an scontrol.

What are dynamic queries in Salesforce?

Understanding Dynamic Apex and it's Use Cases

  • Get all object API names with their labels. Sometimes, you need to get a list of all sObjects that are present in your org. ...
  • Checking object permissions for the logged in user. We can also get the sObjectType by using the getSObjectType () method directly on the object api name.
  • Get all the fields for an object. ...
  • Dynamic SOQL. ...

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How do you query Salesforce?

Salesforce – Viewing Data in the Developer ConsoleAll of the object's fields display. Select the fields you would like displayed in the result list. ... Click the Query button to create and add the SOQL query to the editor.Click the Execute button to run the query and see the results.

Can you query Salesforce with SQL?

Salesforce allows you to execute your Salesforce SQL (SOQL) queries either by using the Query Editor or as part of the Apex Code.

How do I query a database in Salesforce?

Execute a SOQL Query or SOSL SearchEnter 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. ... Warning If you rerun a query, unsaved changes in the Query Results grid are lost.

How do I query content in Salesforce?

Execute the below queries in the Developer Console. SELECT Id, LinkedEntityId, ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId=<> 2 records will be returned. SELECT Id, Title FROM ContentDocument WHERE Id=<> 2 rows will be returned.

What is SQL query in Salesforce?

SQL stands for Structured Query Language. In other words, it is a language used to communicate with a database. SQL lets you both access and manipulate data in your database, including such pervasive database solutions as Azure SQL Database and Redshift.

How do I connect Salesforce to SQL?

In the opened package editor, select Database or cloud app source type. In the Connection drop-down list, select SQL Server as a source. Below select Salesforce connection as a target and after that click the Add new link, which helps you to add and configure tasks.

How do I query in SOQL?

To include SOQL queries within your Apex code, wrap the SOQL statement within square brackets and assign the return value to an array of sObjects. For example, the following retrieves all account records with two fields, Name and Phone, and returns an array of Account sObjects.

How do I write a query in Salesforce query editor?

In the Developer Console Query Editor, the History pane displays your last 10 queries for quick reuse. Results are displayed in a Query Results grid, in which you can open, create, update, and delete records....Developer Console Query EditorExecute a SOQL Query or SOSL Search. ... Retrieve Query Plans. ... Query Results Grid.

How do I run a query in Salesforce inspector?

1:484:25How to Query Data Using Salesforce Inspector - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd tell you if you're typing in a field that doesn't exist so for example if i just say select id.MoreAnd tell you if you're typing in a field that doesn't exist so for example if i just say select id. Name from product. So first of all notice as i started typing in the object.

How do I query notes in Salesforce?

You can query them simply: List notes = [SELECT Id FROM Note WHERE ParentId = :myRecord]; List attachments = [SELECT Id FROM Attachment WHERE ParentId = :myRecord];

How do I query a related list in Salesforce?

Add, Remove, or Edit Related ListsClick. , then click Setup.From Setup, click the Object Manager tab.Click an object, for example, Course.Click Page Layouts.Click an page layout, for example, HEDA Course Layout.Modify the related lists. To add a related list, in the palette, click Related Lists. ... Click Save.

How do I fetch a file in Salesforce?

Click the Salesforce - Get file from a record action. Select a Connection....Retrieve one or more files by record ID:Select Collection (1 or more files).Select the Object name for the record.Select a variable for Record ID.

What is SOQL in Salesforce?

Use the Salesforce Object Query Language (SOQL) to search your organization’s Salesforce data for specific information. SOQL is similar to the SELECT statement in the widely used Structured Query Language (SQL) but is designed specifically for Salesforce data.

How to use SOQL?

When to Use SOQL 1 Retrieve data from a single object or from multiple objects that are related to one another. 2 Count the number of records that meet specified criteria. 3 Sort results as part of the query. 4 Retrieve data from number, date, or checkbox fields.

Can SOQL be used to perform arbitrary join operations?

For example, you can’t use SOQL to perform arbitrary join operations, use wildcards in field lists, or use calculation expressions. SOQL uses the SELECT statement combined with filtering statements to return sets of data, which can optionally be ordered: SELECT one or more fields. FROM an object.

Step 1. Signing up for DB AMP Service

Go to http://www.forceamp.com/ and sign up for service or a 30 day Trial. If you sign up for the trial, make sure that you provide a corporate email address. After submitting the request, a representative will contact you and send the software (via zip file) and serial number through email.

Step 2. Installing DB Amp

Once you have received the zip file and serial number, log into the server where your SQL Server instance is located and copy the files over to that machine. It will not work if you try to install DBAmp from any other machine. After moving the files to the server, you will want to execute the ‘DBAmpInstall’ application.

Step 3. Configure DBAmp on SQL Server

After a successful installation of DBAmp, you should notice a ‘DBamp.DBAmp’ Linked Server Provider. Go to Server Objects → Linked Servers → Providers to find the Provider.

Step 4. Creating a Linked Server on SQL Server

An easy way to create a Linked Server Object is through SQL Server Management Studio (SSMS). Once logged on to SSMS, create a new Linked Server Object by Right Clicking on the ‘Linked Servers’ Folder and Select ‘New Linked Server’.

Step 5. Verifying the newly created Linked Server

The first thing you will want to do after creating the Linked Server is to test the connection. You can simply test the connection by right clicking your new Linked Server Connection and selecting ‘Test Connection’. The following message should come up:

Summary

Salesforce provides many mechanisms to extract data from their platform. Other options such as their APIs (SOAP and REST Web services) are good but can take a long time to develop. For SQL Server developers, DB Amp provides a fast and easy way to connect to a Salesforce Instance without getting bogged down with tedious coding.

What is SOQL in Apex?

When SOQL is embedded in Apex, it is referred to as inline SOQL. To include SOQL queries within your Apex code, wrap the SOQL statement within square brackets and assign the return value to an array of sObjects. For example, the following retrieves all account records with two fields, Name and Phone, and returns an array of Account sObjects.

Can you have more than one account in an org?

If you have more than one account in the org, they will all be returned. If you want to limit the accounts returned to accounts that fulfill a certain condition, you can add this condition inside the WHERE clause. The following example retrieves only the accounts whose names are SFDC Computing. Note that comparisons on strings are case-insensitive.

Is SOQL inline or inline?

When SOQL is embedded in Apex, it is referred to as inline SOQL.

Can you specify * in SQL?

Unlike other SQL languages, you can’t specify * for all fields. You must specify every field you want to get explicitly. If you try to access a field you haven’t specified in the SELECT clause, you’ll get an error because the field hasn’t been retrieved.

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