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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.”
While Salesforce supports SOQL queries, accessing metadata requires specific knowledge of metadata objects and relationships that aren’t covered in standard training, plus developer console access.
Here’s how to execute metadata-focused SOQL queries to extract field labels and API names without needing developer console access or specialized technical knowledge.
Execute metadata SOQL queries with Coefficient
Standard Salesforce SOQL execution requires developer console access and deep knowledge of metadata object relationships. Most users can’t easily access or execute these specialized queries.
Coefficient provides an accessible interface for executing metadata-focused SOQL queries, eliminating the need for developer console access while providing superior export and analysis capabilities.
How to make it work
Step 1. Access Custom SOQL in Coefficient.
Launch Coefficient in your spreadsheet and connect to Salesforce. Select “Custom SOQL Query” from the import options. This gives you a user-friendly interface for executing SOQL queries without developer console complexity.
Step 2. Query field labels and API names.
Use this query to extract comprehensive field information:
This returns field API names, labels, and data types in an organized format.
Step 3. Get record type specific information.
Run this query to extract record type details:
This shows record type information that helps you understand field associations and visibility patterns.
Step 4. Export and schedule automatic updates.
Export your query results directly to your preferred spreadsheet format. Set up automated refresh schedules to ensure your field documentation stays current, and use Coefficient’s filtering capabilities to refine results dynamically.
Simplify metadata documentation
This approach makes SOQL metadata queries accessible to non-technical users while providing superior export and collaboration capabilities. Your field inventories stay current with automated updates, giving your team reliable documentation tools. Start querying your metadata today.
