data-query

SOQL Query

Run any SOQL query against a connected Salesforce org. This skill handles all query types through dedicated scripts optimized for each pattern.

Prerequisites

You must be authenticated to a Salesforce org before running queries. If not authenticated, run the authentication script first.

Authentication

If the user is not authenticated or gets an auth error, run the authentication script:

node ${CLAUDE_PLUGIN_ROOT}/scripts/sf-auth.js --status

To authenticate interactively (opens browser):

node ${CLAUDE_PLUGIN_ROOT}/scripts/sf-auth.js --alias <alias>

To authenticate to a sandbox:

node ${CLAUDE_PLUGIN_ROOT}/scripts/sf-auth.js --alias <alias> --instance-url https://test.salesforce.com

See scripts/sf-auth.js --help for all authentication options.

Query Types & Scripts

This skill provides three scripts, one for each query pattern. Choose the right one based on what the user needs.

Note: For aggregate queries (SUM, AVG, MIN, MAX with GROUP BY / ROLLUP / CUBE / HAVING), use the salesforce-cli:aggregate-query skill instead.

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1. Standard Query (includes child-to-parent dot notation)

Use for normal SELECT queries, including traversing parent relationships via dot notation.

node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "<SOQL>" [options]

Examples

# Simple query
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Account LIMIT 10"

# With WHERE clause
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Account WHERE Industry = 'Technology' AND AnnualRevenue > 1000000"

# Child-to-parent dot notation (up to 5 levels)
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name, Account.Name, Account.Owner.Name FROM Contact WHERE Account.Industry = 'Finance'"

# Custom relationship dot notation (__r instead of __c)
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Broker__r.Name, Broker__r.Email FROM Property__c"

# ORDER BY, LIMIT, OFFSET
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name, CreatedDate FROM Account ORDER BY CreatedDate DESC LIMIT 20 OFFSET 10"

# Date literals
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Opportunity WHERE CloseDate = LAST_N_DAYS:30"

# LIKE operator with wildcards
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Account WHERE Name LIKE 'Acme%'"

# IN operator
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Account WHERE Industry IN ('Technology', 'Finance', 'Healthcare')"

# INCLUDES/EXCLUDES for multi-select picklists
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Lead WHERE LeadSource INCLUDES ('Web', 'Phone')"

# USING SCOPE
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Account USING SCOPE Mine"

# WITH SECURITY_ENFORCED
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Account WITH SECURITY_ENFORCED"

# TYPEOF for polymorphic relationships
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT TYPEOF What WHEN Account THEN Name, Phone WHEN Opportunity THEN Name, Amount ELSE Name END FROM Event"

# FIELDS() function
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT FIELDS(ALL) FROM Account LIMIT 200"
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT FIELDS(STANDARD) FROM Contact"
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT FIELDS(CUSTOM) FROM Opportunity LIMIT 200"

# FORMAT() and toLabel()
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, FORMAT(Amount), toLabel(StageName) FROM Opportunity LIMIT 5"

# convertCurrency() for multi-currency orgs
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, convertCurrency(Amount) FROM Opportunity"

# DISTANCE() and GEOLOCATION() for location-based queries
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name, BillingLatitude, BillingLongitude FROM Account WHERE DISTANCE(BillingAddress, GEOLOCATION(37.7749, -122.4194), 'mi') < 50 ORDER BY DISTANCE(BillingAddress, GEOLOCATION(37.7749, -122.4194), 'mi')"

# FOR VIEW / FOR REFERENCE / FOR UPDATE
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Account FOR VIEW"

# Against a specific org
node ${CLAUDE_PLUGIN_ROOT}/skills/data-query/scripts/query.js "SELECT Id, Name FROM Account LIMIT 5" --target-org myDevOrg