Building Salesforce SOQL queries without field name visibility in connectors

using Coefficient excel Add-in (500k+ users)

Build accurate Salesforce SOQL queries with complete field visibility using interactive query builders, schema reference panels, and real-time validation.

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Building SOQL queries without field visibility forces you to constantly switch between your connector and Salesforce Setup to look up field names. This workflow is inefficient and error-prone, especially for complex queries.

Here’s how to build accurate SOQL queries with complete field visibility and real-time validation all within your query interface.

Build SOQL queries with complete field visibility using Coefficient

Coefficientrevolutionizes SOQL query building by providing complete field visibility throughout the query construction process. You never have to leave the query interface to look up field names or validate syntax.

How to make it work

Step 1. Access the Interactive Query Builder with field autocomplete.

Open Coefficient’s SOQL builder that includes real-time field name autocomplete as you type, syntax highlighting for valid fields, and inline documentation showing field types and descriptions.

Step 2. Keep the Schema Reference Panel open while writing queries.

Use the reference panel that displays all available fields for your current object, parent and child relationship fields, and field API names with copy-to-clipboard functionality.

Step 3. Build queries with drag-and-drop field selection.

Select your base object (like Opportunity), browse available fields in the schema panel, then drag or type fields into your SELECT statement with full autocomplete support.

Step 4. Add WHERE conditions with field-appropriate operators.

The query builder suggests appropriate operators and values based on field data types. For example, date fields show date operators while picklist fields display available values.

Step 5. Validate queries before execution with real-time feedback.

Coefficient validates your SOQL syntax and provides clear error messages for invalid field references, suggestions for correct field names, and performance optimization tips.

Start building better SOQL queries today

Build your first queryComplete field visibility and real-time validation dramatically improve query development speed and accuracy.with full field visibility and see the difference immediately.

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