ExtendInsights now lets users create Salesforce queries just by describing what they need using plain English.
With this update
Convert plain English prompts into valid, optimized SOQL queries.
Edit, validate, and preview results instantly within Excel.
Save, rename, and schedule AI-generated queries as templates.
Access both manual and AI-assisted query modes in a unified interface.
Schedule queries for automated execution
Example
User input:
Show me all opportunities created in the last 90 days where the stage is ‘Closed Won’, grouped by sales rep, and include the account name.
AI-Generated SOQL
SELECT OwnerId, Owner.Name, Account.Name, COUNT(Id)
FROM Opportunity
WHERE IsDeleted = false AND StageName = 'Closed Won'
AND CreatedDate = LAST_N_DAYS:90
GROUP BY OwnerId, Owner.Name, Account.Name
Support for Custom Object Queries
Custom objects and custom fields are supported in this release.
To generate accurate queries, be sure to use the exact API name of each object or field.
Incorrect or incomplete API names may result in query mismatches.
Notes & Limitations
Supports all standard Salesforce objects and fields for query generation.
Confidence rate: ~70% accuracy.
The prompt box is non-conversational; each response is based solely on the current prompt.
Multilingual support: works with all languages supported by GPT-4.1
AI may make mistakes review generated queries before use.