# Ask Salesforce for data in plain English. > 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. Source: https://synconai360.com/features/soql ## Key facts - **0**: Records stored: queries run live - **Real**: Objects and fields checked before a query runs - **1**: Read-only data agent for queries and questions - **Allow**: Required before any data-changing Apex runs ## 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. - **API names, not labels.** Queries need Product_Line__c, not Product Line, and relationship names nobody remembers. - **Trial and error.** Each wrong field or relationship means another error, another fix and another run. - **Generic AI guesses.** General assistants write SOQL for fields that do not exist in your org. - **Data in the wrong places.** Exporting records to answer a question puts customer data into spreadsheets and chat tools. ## 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 ## 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 ## 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 ## 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 ## 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 ## Answering a data question 1. **Ask.** Describe the data in plain English. 2. **Write.** SOQL is written against your org's real objects and fields. 3. **Run.** The query runs live when you want the current answer. 4. **Reuse.** Keep the query, refine it, or save the answer as a page. ## 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 | ## Who uses SOQL and data questions - **Salesforce admins.** Answer data questions in plain English, such as how many open cases each queue holds, without writing SOQL or building a report first. - **Salesforce developers.** Get 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 operations.** Explore 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. - **Consultancies.** Size a client's data during discovery, from record counts to picklist value usage, without exporting records or storing them outside the org. - **Salesforce architects.** Check 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. ## Frequently asked questions ### Can AI write SOQL for Salesforce? Yes. SyncOnAI 360 writes SOQL from plain English, using your org's real objects, fields and relationships. ### Does it run queries against our org? Yes, when you want live data. Queries run against the connected org directly. ### Are our records stored? No. Records are read live. SyncOnAI 360 stores your org's metadata, not CRM records. ### Can it change data? Data-changing Apex waits for you to press Allow before it runs. Nothing changes data without explicit consent. ### Is there a read-only option? The SOQL and Data agent is a specialist for read-only queries and data questions. ### Can it run reports? Yes. Live access includes reports as well as SOQL and record reads. ### Can it run Apex tests? Yes. Apex test runs are part of live org access, used for example to refresh coverage. ### Is SOQL help on every plan? Yes. Every plan includes every feature. ### Can we see the SOQL it wrote? Yes. The query is shown with the answer so it can be checked, reused or refined. ### Can it query related objects? Yes. Queries are written against the org's real relationships, so parent and child records can be asked for in one question.