salesforce_query_records
Retrieve records from Salesforce objects using SOQL queries, including parent-child relationships and multi-level queries, to efficiently access and filter data across related objects.
Instructions
Query records from any Salesforce object using SOQL, including relationship queries.
NOTE: For queries with GROUP BY, aggregate functions (COUNT, SUM, AVG, etc.), or HAVING clauses, use salesforce_aggregate_query instead.
Examples:
- Parent-to-child query (e.g., Account with Contacts):
- objectName: "Account"
- fields: ["Name", "(SELECT Id, FirstName, LastName FROM Contacts)"]
- Child-to-parent query (e.g., Contact with Account details):
- objectName: "Contact"
- fields: ["FirstName", "LastName", "Account.Name", "Account.Industry"]
- Multiple level query (e.g., Contact -> Account -> Owner):
- objectName: "Contact"
- fields: ["Name", "Account.Name", "Account.Owner.Name"]
- Related object filtering:
- objectName: "Contact"
- fields: ["Name", "Account.Name"]
- whereClause: "Account.Industry = 'Technology'"
Note: When using relationship fields:
- Use dot notation for parent relationships (e.g., "Account.Name")
- Use subqueries in parentheses for child relationships (e.g., "(SELECT Id FROM Contacts)")
- Custom relationship fields end in "__r" (e.g., "CustomObject__r.Name")
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fields | Yes | List of fields to retrieve, including relationship fields | |
| limit | No | Maximum number of records to return | |
| objectName | Yes | API name of the object to query | |
| orderBy | No | ORDER BY clause, can include fields from related objects | |
| whereClause | No | WHERE clause, can include conditions on related objects |