SyncOnAI360

SOQL and Live Data

Ask Salesforce for data in plain English.

Describe the data you need and get a SOQL query checked against your org's real objects and fields, run live when you want the answer, with records never stored.

Query your org freeBook a demo

Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

In one paragraph

SyncOnAI 360 SOQL and Live Data turns plain-English data questions into SOQL checked against the connected org's real objects and fields, and runs queries live against the org when a question needs current data. Records are read live and not stored, and anything that would change data waits for an explicit Allow.

Records stored: queries run live
0Records stored: queries run live
Objects and fields checked before a query runs
RealObjects and fields checked before a query runs
Read-only data agent for queries and questions
1Read-only data agent for queries and questions
Required before any data-changing Apex runs
AllowRequired before any data-changing Apex runs

01The problem

Why getting data out of Salesforce takes so long

Reports cover the common questions. Everything else means writing SOQL, which means knowing the API names, the relationship names and the syntax, and then debugging it.

  1. 01

    API names, not labels

    Queries need Product_Line__c, not Product Line, and relationship names nobody remembers.

  2. 02

    Trial and error

    Each wrong field or relationship means another error, another fix and another run.

  3. 03

    Generic AI guesses

    General assistants write SOQL for fields that do not exist in your org.

  4. 04

    Data in the wrong places

    Exporting records to answer a question puts customer data into spreadsheets and chat tools.

02generate

How does AI write SOQL for your Salesforce org?

Describe the data in plain English, for example all open opportunities closing this quarter by owner. SyncOnAI 360 writes the SOQL against your org's actual objects, fields and relationships, which it already knows from the synced metadata, so the query uses real API names and works the first time.

Reports that used to take an hour of trial and error are ready in seconds, and the query is shown so it can be reused or refined.

  • Real API names from your org
  • Relationships resolved
  • The query shown for reuse

Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

03live

How does SyncOnAI 360 query live Salesforce data?

When a question needs current data, the chat runs the query against the connected org directly. Live access covers SOQL, record reads, reports and Apex test runs, for the moments when the synced metadata is not enough.

Records are read live and not stored by SyncOnAI 360: the platform keeps your org's metadata, never your CRM records.

  • Live SOQL, record reads and reports
  • Apex test runs on request
  • Records never stored

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

04agent

Is there a dedicated Salesforce data agent?

Yes. The SOQL and Data agent is a specialist for read-only queries and data questions, with its own instructions and tools. Its tools are listed with whether each reads or writes, and any tool can be allowed, denied or held for confirmation.

Use it for data exploration, pipeline questions and checks before a change, such as how many records use a picklist value you plan to retire.

  • Read-only data specialist
  • Per-tool permissions
  • Useful before data-affecting changes

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

05safe

How is changing Salesforce data kept safe?

Anonymous Apex that inserts, updates or deletes data never runs on its own. It waits for you to press Allow, so a question can never turn into a data change without a person deciding it should.

Metadata changes go through proposals with checks and approval. Rollback restores recorded metadata; it cannot reverse data changes, which is why data-changing actions are held for explicit consent.

  • Data-changing Apex waits for Allow
  • Metadata changes through proposals
  • Rollback covers metadata, not data

Proposal: Case intake fault handling

Acme Production

Checks passed

Made by

D. Chen, admin

Cannot approve own production change

Approver

M. Okafor, admin

Policy: production requires an admin other than the author. Recorded on the receipt.

06before change

How do data questions help before a change?

Before retiring a picklist value, narrowing a field or changing an automation's entry criteria, ask how many records it would affect. The answer comes from a live query against the org, so the decision is made on current numbers.

Pair the data answer with impact analysis, which shows what metadata depends on the component, and the change can be planned with both the records and the dependencies in view.

  • Live record counts before a change
  • Paired with impact analysis

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

07How it works

Answering a data question

From a question to a trustworthy answer.

  1. 01

    Ask

    Describe the data in plain English.

  2. 02

    Write

    SOQL is written against your org's real objects and fields.

  3. 03

    Run

    The query runs live when you want the current answer.

  4. 04

    Reuse

    Keep the query, refine it, or save the answer as a page.

08Before and after

Data questions, with and without SyncOnAI 360

Without

With SyncOnAI 360

Looking up API names in Setup

API names resolved from the synced org

Query, error, fix, repeat

Queries that work the first time

AI that invents fields

SOQL checked against real objects

Records exported to spreadsheets

Live queries, records not stored

Scripts that change data on a whim

Data changes wait for an explicit Allow

09Who uses it

Who uses SOQL and data questions

Salesforce adminsAnswer data questions in plain English, such as how many open cases each queue holds, without writing SOQL or building a report first.Salesforce developersGet queries written against the org's real objects, fields and relationships, shown in full so they can be reused in code, and run them live when current data matters.
Revenue operationsExplore pipeline and data quality with the read-only SOQL and Data agent, and check how many records a planned change would touch before it is made.
ConsultanciesSize a client's data during discovery, from record counts to picklist value usage, without exporting records or storing them outside the org.Salesforce architectsCheck data volumes and relationship shapes before recommending a design, with queries written against the org's real model and run live, without copying data out of Salesforce.

10Questions

Frequently asked questions

Yes. SyncOnAI 360 writes SOQL from plain English, using your org's real objects, fields and relationships.

Yes, when you want live data. Queries run against the connected org directly.

No. Records are read live. SyncOnAI 360 stores your org's metadata, not CRM records.

Data-changing Apex waits for you to press Allow before it runs. Nothing changes data without explicit consent.

The SOQL and Data agent is a specialist for read-only queries and data questions.

Yes. Live access includes reports as well as SOQL and record reads.

Yes. Apex test runs are part of live org access, used for example to refresh coverage.

Yes. Every plan includes every feature.

Yes. The query is shown with the answer so it can be checked, reused or refined.

Yes. Queries are written against the org's real relationships, so parent and child records can be asked for in one question.

11Keep exploring

Related

AI AgentOrg-aware chat and specialist agentsSalesforce AI AgentsSpecialists with their own tools and limitsSalesforce developersApex, LWC and real org contextSalesforce adminsUnderstand, fix and ship safelyTrust CenterWhat we hold and how it is protectedPricingEvery feature on every plan

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