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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.”
Accessing Salesforce metadata programmatically typically requires API development or specialized tools, since standard Salesforce interfaces don’t provide direct metadata querying for non-developers.
You’ll discover how to programmatically extract field names per record type using Custom SOQL queries without any coding requirements.
Access metadata programmatically with Coefficient
Salesforce metadata querying usually requires developer skills and API knowledge. But you can bypass these technical barriers while still getting programmatic access to field-to-record type relationships.
Coefficient’s Custom SOQL Query functionality provides programmatic metadata access without requiring coding expertise, letting you extract field names and record type associations through metadata-focused queries.
How to make it work
Step 1. Set up Custom SOQL access in Coefficient.
Launch Coefficient in your spreadsheet and connect to Salesforce. Select “Custom SOQL Query” to access metadata objects directly. This gives you programmatic querying capabilities without needing developer console access.
Step 2. Query field-to-record type relationships.
Use this query to extract field and record type associations:
This shows the relationship between fields and record types for your target object.
Step 3. Get complete field metadata.
Run this comprehensive metadata query:
This returns detailed field metadata including data types, constraints, and properties that you can use for programmatic analysis.
Step 4. Automate and schedule extractions.
Set up Coefficient’s scheduling capabilities to automate these metadata extractions. Create regularly updated field inventories that refresh automatically, providing programmatic access to current metadata without manual intervention.
Automate metadata documentation
This approach gives you programmatic metadata access with spreadsheet-based analysis capabilities. You can create automated field inventories that update on schedule, providing reliable metadata documentation without traditional development overhead. Start automating your metadata extraction today.
