Search Salesforce with SOQL

Key Features

• SOQL Integration: Lets users query Salesforce using Salesforce Object Query Language for targeted, accurate answers.
• Real-Time Data Retrieval: Fetches up-to-date records from standard (Accounts, Opportunities, Leads, Contacts, Cases) and custom objects (if configured).
• Customizable Data Model: Admins can describe their Salesforce schema to optimize query relevance.
• Multi-Record and Aggregated Queries: Supports filtered, basic computed, and aggregated queries (requires schema hints).
• Single-Record and Field Lookup: Enables retrieval of information for individual Salesforce records, including those with custom fields.

Usage Instructions

Set Up in Agent Builder

1. In the Agent Builder, select the Search Salesforce with SOQL tool by navigating to Select Step → Tools → By connector → Salesforce Tools → Search Salesforce with SOQL.
2. Use and test the tool with queries such as SELECT * FROM Opportunity WHERE Amount > 100000. If you need help building the SOQL, use the SOQL builder agent linked in the step instructions. Refer to the Best Practices section for tips on getting the best results from your SOQL builder agent.
3. For advanced usage, add an Analyze Data step.

Examples

• Opportunity Status: "What is the stage of the Acme opportunity?"
• Custom Object Lookup: "Who is the CSM for the Acme account?"
• Aggregation: "Total ARR of all the opportunities closed from June to August."
• Use Case Association: "What are the use cases associated with the Acme account?"

Best Practices and Troubleshooting

• Initial admin setup for the Salesforce data model is required in the Connectors setup page.

Known Limitations

• Out-of-the-box support for standard objects; custom objects require additional configuration.
• Cannot search multiple records at once; queries must be split for multi-entity lookups.
• Search results exceeding 1000 rows will not be shown.
• Referential (Service Cloud) objects such as Knowledge Bases and Cases are excluded.
• Not all Salesforce object types, dashboards, or attachments are indexed.
• Users may experience doc QA issues (e.g., difficulties with follow-up summaries or pasted links).
• Does not support multiple salesforce instances.