How to discover Salesforce custom field names for SQL queries without full import

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

Discover Salesforce custom field names instantly using schema explorers, smart search, and query builders without importing any data first.

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You can discover Salesforce custom field names without importing any data using visual schema explorers and intelligent search tools. This approach eliminates the traditional workflow of importing entire objects just to document field names.

Here’s how to explore your schema, identify custom fields, and build targeted queries all within a single interface.

Explore Salesforce custom fields instantly with Coefficient

Coefficientprovides multiple methods to discover custom field names without requiring any data import. You can navigate through your complete Salesforce schema visually and build queries with confidence.

How to make it work

Step 1. Access the Schema Explorer in Coefficient’s sidebar.

Open Coefficient and navigate to your Salesforce connection. The Schema Explorer displays all objects with their custom fields, API names, data types, and descriptions immediately visible.

Step 2. Use Smart Search to find custom fields quickly.

Search for custom fields using partial field name matching, field labels, or data type filtering. The search works across all objects and highlights custom fields ending in __c.

Step 3. Navigate object relationships without guessing syntax.

Explore parent and child relationships visually to discover related custom fields. For example, easily find Account custom fields accessible from Opportunity records without memorizing relationship notation.

Step 4. Build queries with autocomplete assistance.

When writing custom SOQL queries, Coefficient’s autocomplete feature suggests all available fields including custom ones, showing both API names and friendly labels as you type.

Step 5. Preview field information before importing.

View custom field properties including API names, field labels, data types, and required/optional status. Copy API names directly to your clipboard for use in queries.

Start exploring your custom fields efficiently

Explore your Salesforce schemaVisual schema discovery transforms the frustrating process of field name hunting into a guided, efficient experience.and build better queries without the guesswork.

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