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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.”
Getting a complete field list for specific Salesforce Case record types is challenging because field availability depends on page layouts, field-level security, and record type assignments that aren’t accessible through standard reporting.
You’ll learn how to extract comprehensive field lists using metadata queries that reveal all fields associated with specific record types.
Pull complete Case field lists with Coefficient
Native Salesforce tools can’t consolidate field information across page layouts and security settings. You need direct access to metadata objects to see the complete picture of field associations by record type.
Coefficient’s Custom SOQL capability enables you to query FieldDefinition and related metadata objects, giving you comprehensive field inventories that standard reporting simply can’t provide.
How to make it work
Step 1. Set up Custom SOQL Query in Coefficient.
Launch Coefficient in your spreadsheet and connect to Salesforce. Choose “Custom SOQL Query” to access metadata objects directly. This bypasses the limitations of standard Salesforce reporting interfaces.
Step 2. Query all Case object fields.
Start with this comprehensive field extraction query:
This returns all fields associated with the Case object, including custom fields, system fields, and fields that might be hidden in standard interfaces.
Step 3. Cross-reference with record type metadata.
Run a second query to understand record type associations:
This shows you which record types exist and helps you understand field visibility patterns across different Case types.
Step 4. Filter and export your results.
Use Coefficient’s filtering capabilities to focus on specific record types or field properties. Export the results to your preferred format and set up automated refreshes to keep your field inventory current as your Salesforce configuration changes.
Maintain accurate field documentation
This method gives you a complete view of all Case fields, including those hidden from standard reporting. Your field inventory will stay current with automated updates, providing reliable documentation for your team. Get started with comprehensive field extraction today.
