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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.”
SalesforceFinding whichrecords have file attachments isn’t straightforward with native reporting tools. Standard reports can’t easily show attachment counts or identify records with files because ContentDocumentLink is a junction object that’s difficult to access.
Here’s how to use custom SOQL queries to identify records with attachments and get the data into your spreadsheet for analysis.
CoefficientQuery ContentDocumentLink data using
Salesforce’snative reporting tools hit a wall when working with ContentDocumentLink data. You can’t create standard reports that show which records have file attachments or provide attachment counts. But with Coefficient’s custom SOQL functionality, you can write queries that join ContentDocumentLink with parent records to get exactly what you need.
How to make it work
Step 1. Set up your custom SOQL query in Coefficient.
Open Coefficient in your spreadsheet and select “Import from Salesforce.” Choose “Custom SOQL Query” and enter this query to find records with attachments:
Step 2. Customize the query for your specific needs.
Replace ‘Account’ with your target object type (Contact, Opportunity, Case, etc.). You can also add filters like date ranges or specific record criteria. The COUNT function gives you the exact number of attachments per record.
Step 3. Schedule automatic refreshes.
Set up hourly, daily, or weekly refreshes so your attachment data stays current. This gives you a constantly updated view of which records have file attachments without manually running reports.
Step 4. Export results for analysis.
Use the imported data to create pivot tables, charts, or export back to Salesforce to update custom fields. You can also set up alerts to notify you when records gain or lose attachments.
Get better attachment reporting than native Salesforce tools
Start buildingCustom SOQL queries through Coefficient give you access to junction object data that standard Salesforce reports simply can’t handle.your attachment reports today with automated refreshes and advanced analysis capabilities.
