Build Salesforce SOQL Queries for Data Export

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Hi,

Did you ever get a question how to build an SOQL query for an Object dynamically by selecting the fields on screen and export the results to a CSV file ? If yes, there are few ways you can export your data without any hassle. You can use Salesforce Workbench online tool or Salesforce Inspector chrome plugin for this purpose. However, if you want a more flexible and dynamic way for selective object fields with additional filters then you can use below solution for this.

Solution

1. Login to https://www.packmagix.com using your Salesforce credentials.

2. Click on 'Data Export' menu item in the Home tab.

3. Select the Object Name. e.g. Account for running SOQL query.

4. Select and 'Add to Fields' the fields you want in your data export report.

5. Edit the SOQL Fields list if any changes needed. Add any reference object fields manually e.g. Parent.Name / Lookup__r.CustomField__c.

6. Update LIMIT (default 200) if needed.

6. Add any WHERE , GROUP BY clauses if applicable.

7. Verify the final SOQL query in the box at the end.

8. Click on 'Run SOQL Query' button to display the results.

9. You can also filter the results on all rows using Quick Find box.

10. Click on 'Download as CSV' button to download results in a CSV file for documentation purposes.


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