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SOQL 201 for Admins &
Developers:
Slice & Dice Your Org’s Data With
Aggregate Queries
SOQL = Hacking Into Your Own Org
SOQL = Summoning Spell
1. Aggregate Functions
2. GROUP BY
3. GROUP BY ROLLUP
4. GROUPING function
5. Date Functions
6. HAVING
SOQL 201: Aggregate Queries
Developer Console > Query Editor
SELECT Id, Name, FORMAT(AnnualRevenue)
FROM Account
WHERE CreatedDate = THIS_MONTH
SELECT COUNT(Id)
FROM Account
WHERE CreatedDate = THIS_MONTH
Standard SOQL vs Aggregate SOQL
Standard SOQL vs Aggregate SOQL
SELECT Donor_Level__c, COUNT(Id),
FORMAT(SUM(CC_Total_Given_Pledged__c)),
FORMAT(AVG(CC_Total_Given_Pledged__c))
FROM Account
WHERE CC_Total_Given_Pledged__c > 0
GROUP BY ROLLUP (Donor_Level__c)
ORDER BY Donor_Level__c NULLS LAST
Aggregate SOQL Example
Aggregate SOQL Example
SELECT Name, COUNT(Id)
FROM Opportunity
GROUP BY Name
HAVING COUNT(Id) > 1
Aggregate SOQL Example
Aggregate SOQL Example
Aggregate Functions
● COUNT(), COUNT(fieldName)
COUNT_DISTINCT(fieldName)
● SUM(fieldName)
● AVG(fieldName)
● MIN(fieldName)
● MAX(fieldName)
Aggregate Functions
SELECT COUNT()
FROM Account
WHERE BillingState = 'CA'
SELECT COUNT(Id)
FROM Account
WHERE BillingState = 'CA'
COUNT() vs COUNT(fieldName)
COUNT() vs COUNT(fieldName)
COUNT() vs COUNT(fieldName)
COUNT() vs COUNT(fieldName)
SELECT CALENDAR_YEAR(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c),
CALENDAR_MONTH(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c),
COUNT_DISTINCT(MC4SF__MC_Campaign__r.Name), MC4SF__Action__c,
COUNT(MC4SF__MC_Subscriber__c), COUNT_DISTINCT(MC4SF__MC_Subscriber__c)
FROM MC4SF__MC_Subscriber_Activity__c
WHERE MC4SF__Action__c IN ('sent', 'open', 'click')
GROUP BY CALENDAR_YEAR(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c),
CALENDAR_MONTH(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c), MC4SF__Action__c
ORDER BY CALENDAR_YEAR(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c) DESC,
CALENDAR_MONTH(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c) DESC,
MC4SF__Action__c DESC
COUNT(fieldName) vs COUNT_DISTINCT(fieldName)
COUNT(fieldName) vs COUNT_DISTINCT(fieldName)
SELECT COUNT(Id), FORMAT(SUM(Amount)),
AVG(Amount)
FROM Opportunity
WHERE StageName = 'Closed Won'
SUM(fieldName) & AVG(fieldName)
SUM(fieldName) & AVG(fieldName)
SUM(fieldName) & AVG(fieldName)
SELECT COUNT(Id), FORMAT(SUM(Amount)),
FORMAT(AVG(Amount)), FORMAT(MIN(Amount)),
FORMAT(MAX(Amount))
FROM Opportunity
WHERE StageName = 'Closed Won'
MIN(fieldName) & MAX(fieldName)
MIN(fieldName) & MAX(fieldName)
SELECT UserId, Status, COUNT(Id),
FORMAT(MIN(LoginTime)), MAX(LoginTime)
FROM LoginHistory
WHERE LoginTime = LAST_N_DAYS:21
GROUP BY UserId, Status
MIN(fieldName) & MAX(fieldName)
MIN(fieldName) & MAX(fieldName)
SELECT MIN(LastName), MAX(LastName)
FROM Contact
MIN(fieldName) & MAX(fieldName)
MIN(fieldName) & MAX(fieldName)
GROUP BY
SELECT StageName, COUNT(Id), SUM(Amount),
MIN(Amount), MAX(Amount), AVG(Amount)
FROM Opportunity
GROUP BY StageName
GROUP BY fieldName
GROUP BY fieldName
GROUP BY fieldName
GROUP BY fieldName
GROUP BY fieldName
Write an aggregate SOQL query that breaks down
‘Closed Won’ opportunities by account industry.
Include the opportunity record count, as well as the
sum and average of the amount for each industry. Be
sure to format the currency fields.
SOQL CHALLENGE #1
SELECT
FROM
WHERE
GROUP BY
GROUP BY fieldName
GROUP BY ROLLUP
GROUP BY fieldName
SELECT StageName, COUNT(Id),
FORMAT(SUM(Amount)), FORMAT(MIN(Amount)),
FORMAT(MAX(Amount)), FORMAT(AVG(Amount))
FROM Opportunity
GROUP BY ROLLUP (StageName)
ORDER BY StageName NULLS LAST
GROUP BY fieldName
GROUP BY ROLLUP(fieldName)
GROUP BY ROLLUP(fieldName)
GROUPING Function
SELECT StageName, GROUPING(StageName) total,
COUNT(Id), FORMAT(SUM(Amount)),
FORMAT(MIN(Amount)), FORMAT(MAX(Amount)),
FORMAT(AVG(Amount))
FROM Opportunity
GROUP BY ROLLUP (StageName)
ORDER BY StageName NULLS LAST
GROUPING(fieldName)
GROUPING(fieldName)
GROUPING(fieldName)
Date Functions
Date Functions
Date functions allow you to group and filter data by date periods
(eg, day, calendar month, fiscal quarter, etc.):
● CALENDAR_MONTH() → returns a number 1 - 12
● CALENDAR_YEAR() → returns the year
● DAY_IN_WEEK() → returns a number 1 - 7
● FISCAL_YEAR() → returns the fiscal year
● FISCAL_QUARTER() → returns the fiscal quarter (1 - 4)
SELECT CALENDAR_YEAR(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c),
CALENDAR_MONTH(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c),
COUNT_DISTINCT(MC4SF__MC_Campaign__r.Name), MC4SF__Action__c,
COUNT(MC4SF__MC_Subscriber__c), COUNT_DISTINCT(MC4SF__MC_Subscriber__c)
FROM MC4SF__MC_Subscriber_Activity__c
WHERE MC4SF__Action__c IN ('sent', 'open', 'click')
GROUP BY CALENDAR_YEAR(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c),
CALENDAR_MONTH(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c), MC4SF__Action__c
ORDER BY CALENDAR_YEAR(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c) DESC,
CALENDAR_MONTH(MC4SF__MC_Campaign__r.MC4SF__Create_Time__c) DESC,
MC4SF__Action__c DESC
Date Functions: CALENDAR_YEAR(), CALENDAR_MONTH()
Date Functions: CALENDAR_YEAR(), CALENDAR_MONTH()
Write a query that breaks down ‘Closed Won’
opportunities by account owner, year, and month.
Include the record count and the sum. Also, include the
most recent opportunity close date. Include a roll-up
summary field. Format all currency and date fields.
SOQL CHALLENGE #2
SELECT
FROM
WHERE
GROUP BY
SOQL CHALLENGE #2
HAVING
SELECT Account.Name, COUNT(Id)
FROM Opportunity
WHERE StageName = 'Closed Won'
GROUP BY Account.Name
HAVING Count(Id) >= 3
HAVING
HAVING
Write a query that catches duplicate contacts. It should
only identify duplicates if both the name and email are
found in another contact. It should return the name,
email, and number of matches. Make sure it doesn’t
return records where the email field is null or blank.
SOQL CHALLENGE #3
SELECT
FROM
WHERE
GROUP BY
HAVING
SOQL CHALLENGE #3
Resources
● Salesforce SOQL and SOSL Reference (Spring ‘24)
● neilhohmann.com: SOQL 101 Part 3: Aggregate Queries
● CampApex.org (SOQL section)
● Coding with the Force (YouTube): SOQL & SOSL Guide
● Trailhead: SOQL for Admins > Use Bind Variables and Aggregate
Functions
THANK YOU!

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