Already know how to write a basic SOQL query? Great! But what about an *aggregate* SOQL query? You know, the kind that uses aggregate functions like COUNT & MAX along with GROUP BY and HAVING clauses? No? Well, get ready to learn how to slice & dice your org’s data right inside your own dev console. From finding duplicate records to prototyping summary & matrix reports, learn the ins and outs of aggregate queries during this fast-paced but admin-friendly session on advanced SOQL concepts.

1. WELCOME!

2. SPEAKER
SOQL 201 for Admins &
Developers:
Slice & Dice Your Org’s Data With
Aggregate Queries

3. SOQL = Hacking Into Your Own Org

4. SOQL = Summoning Spell

5. 1. Aggregate Functions
2. GROUP BY
3. GROUP BY ROLLUP
4. GROUPING function
5. Date Functions
6. HAVING
SOQL 201: Aggregate Queries

6. Developer Console > Query Editor

7. 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

8. Standard SOQL vs Aggregate SOQL

9. 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

10. Aggregate SOQL Example

11. SELECT Name, COUNT(Id)
FROM Opportunity
GROUP BY Name
HAVING COUNT(Id) > 1
Aggregate SOQL Example

12. Aggregate SOQL Example

13. Aggregate Functions

14. ● COUNT(), COUNT(fieldName)
COUNT_DISTINCT(fieldName)
● SUM(fieldName)
● AVG(fieldName)
● MIN(fieldName)
● MAX(fieldName)
Aggregate Functions

15. SELECT COUNT()
FROM Account
WHERE BillingState = 'CA'
SELECT COUNT(Id)
FROM Account
WHERE BillingState = 'CA'
COUNT() vs COUNT(fieldName)

16. COUNT() vs COUNT(fieldName)

17. COUNT() vs COUNT(fieldName)

18. COUNT() vs COUNT(fieldName)

19. 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)

20. COUNT(fieldName) vs COUNT_DISTINCT(fieldName)

21. SELECT COUNT(Id), FORMAT(SUM(Amount)),
AVG(Amount)
FROM Opportunity
WHERE StageName = 'Closed Won'
SUM(fieldName) & AVG(fieldName)

22. SUM(fieldName) & AVG(fieldName)

23. SUM(fieldName) & AVG(fieldName)

24. 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)

25. MIN(fieldName) & MAX(fieldName)

26. 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)

27. MIN(fieldName) & MAX(fieldName)

28. SELECT MIN(LastName), MAX(LastName)
FROM Contact
MIN(fieldName) & MAX(fieldName)

29. MIN(fieldName) & MAX(fieldName)

30. GROUP BY

31. SELECT StageName, COUNT(Id), SUM(Amount),
MIN(Amount), MAX(Amount), AVG(Amount)
FROM Opportunity
GROUP BY StageName
GROUP BY fieldName

32. GROUP BY fieldName

33. GROUP BY fieldName

34. GROUP BY fieldName

35. GROUP BY fieldName

36. 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

37. GROUP BY fieldName

38. GROUP BY ROLLUP

39. GROUP BY fieldName

40. 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

41. GROUP BY ROLLUP(fieldName)

42. GROUP BY ROLLUP(fieldName)

43. GROUPING Function

44. 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)

45. GROUPING(fieldName)

46. GROUPING(fieldName)

47. Date Functions

48. 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)

49. 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()

50. Date Functions: CALENDAR_YEAR(), CALENDAR_MONTH()

51. 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

52. SOQL CHALLENGE #2

53. HAVING

54. SELECT Account.Name, COUNT(Id)
FROM Opportunity
WHERE StageName = 'Closed Won'
GROUP BY Account.Name
HAVING Count(Id) >= 3
HAVING

55. HAVING

56. 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

57. SOQL CHALLENGE #3

58. 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

59. THANK YOU!