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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Static SOQL cheat sheets become useless the moment your org schema changes, and broken official links make finding current references even harder.
Here’s how to build a dynamic SOQL reference that stays current with your actual Salesforce data and never goes out of date.
Build a live SOQL reference using Coefficient
CoefficientSalesforceInstead of hunting for outdated PDFs,lets you create a searchable, always-current SOQL reference using your actualorg data. This approach gives you field names, relationships, and picklist values that match exactly what you’re working with.
How to make it work
Step 1. Import your org’s metadata structure.
SalesforceConnect Coefficient to yourorg and use the “Objects & Fields” import option. Select your most-used objects like Account, Contact, Lead, and Opportunity. Import all available fields to create a complete schema reference.
Step 2. Create searchable reference columns.
Set up columns for Object Name, Field API Name, Field Type, and Relationships. Add a column for picklist values if you work with those frequently. Use filtering to quickly find specific fields when building SOQL queries.
Step 3. Test queries with live data.
Use Coefficient’s Custom SOQL Query feature to test your queries directly against live data. This gives you immediate feedback on syntax and results, something static cheat sheets can’t provide.
Step 4. Set up automated refreshes.
Configure daily or weekly refreshes to keep your reference current as your org evolves. New custom fields and schema changes will automatically appear in your reference.
Start building your dynamic reference today
Get startedA live SOQL reference beats static cheat sheets because it reflects your actual org configuration and updates automatically.with Coefficient to create your personalized SOQL reference that never becomes outdated.
