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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.”
SalesforceStandardreports can’t easily show records that lack relationships to ContentDocumentLink. Finding records without file attachments requires complex subqueries that native reporting tools simply can’t handle.
Here’s how to identify records missing attachments using custom SOQL queries with NOT IN logic and subqueries.
Find records without attachments using Coefficient
Salesforce native reporting hits a major limitation when trying to show records that lack relationships. You can’t create standard reports for “records without attachments” because it requires complex subquery logic that standard report types don’t support.
How to make it work
Step 1. Write your missing attachments query.
Create a custom SOQL query using NOT IN logic to find records without ContentDocumentLink relationships:
Step 2. Add filters for specific criteria.
Customize the query to focus on high-priority records by adding filters for date ranges, record types, or other business criteria. This helps you prioritize which records need documentation first.
Step 3. Schedule automated reports.
Set up daily or weekly refreshes to identify new records that need attachments. This creates an ongoing workflow for maintaining documentation completeness across your organization.
Step 4. Export for follow-up actions.
Use the results for bulk file upload workflows, compliance reporting, or sales process auditing. You can also create alerts when critical records are missing required documentation.
Address critical gaps in native reporting
Start findingComplex subquery support gives you the ability to identify missing relationships that Salesforce’s standard reports simply cannot handle.your records that need documentation today.
