Posts

Showing posts with the label SOQL

Build Salesforce SOQL Queries for Data Export

Image
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....