The Query Builder workspace is where you create and edit SOQL queries using the AI Query Generator or manual SOQL. This article explains the different sections of the Query Builder and how each part is used.
How to Open the Query Builder
Open the ExtendInsights add-in in Excel.
Select Salesforce and click Ask AI.
A window will open and this will be your Query builder.
Query Builder Interface Sections
The Query Builder workspace is divided into several key sections, each designed to support a specific part of the query workflow.
AI Query Prompt
Use the AI Query prompt to generate SOQL using natural language.
Enter a plain-English request describing the data you want
Click Run to generate the SOQL
The AI converts your prompt into a valid SOQL query
This is the fastest way to create a new query without writing SOQL manually.
SuiteQL Editor
The SuiteQL screen displays the SQL generated by the AI or entered manually.
From this section, you can:
Review the AI-generated SuiteQL
Refine or edit the query to adjust filters, fields, or logic
Paste an existing SuiteQL query directly into the editor
Copy the SuiteQL using the Copy option in the bottom-left corner
This editor supports both AI-generated and manually written SOQL.
🔄 Reset Button
The Reset button is located at the top-right of the Query builder window.
Use Reset when you want to:
Clear the AI prompt
Remove the generated SuiteQL
Clear preview results
Start building a new query from scratch
⚠️ Reset clears all current inputs and cannot be undone.
Build your First Query
Give it a try! Click the button below to start using AI Query Generator + SOQL for Salesforce.