Your Salesforce instance is one of your company’s most valuable assets. It’s the central nervous system that holds the entirety of your customer journey: every lead, opportunity, case, and transaction. This Salesforce data is the fuel for strategic decision-making, competitive analysis, and accurate forecasting.

However, extracting the exact, highly filtered data needed for financial reporting, detailed sales analysis, or complex management dashboards often requires a technical language barrier: using Salesforce Object Query Language. This bottleneck means that the power of your Salesforce data is often reserved for a select few.

We are thrilled to announce a major step toward democratizing that data with the release of AI Query Generator within ExtendInsights for Salesforce. This new capability uses artificial intelligence to translate your business needs into precise, powerful data queries, making complex reporting instant and intuitive for every user.

The Problem: The SOQL Barrier to Salesforce Reporting

For finance professionals and business users relying on Excel or external tools for reporting, accessing precise Salesforce data comes with a significant technical hurdle: SOQL (Salesforce Object Query Language).

SOQL is the language Salesforce uses to retrieve records. While powerful, it requires users to:

1. Understand the Database Schema: Knowing the exact names and relationships of objects (Opportunity, Account, Lead) and fields.
2. Write Complex Syntax: Using specific clauses like SELECT, FROM, and WHERE, and ensuring proper filters are applied.

The result? The people who need the data most—sales managers, finance analysts, and operations leaders—are often dependent on IT teams or NetSuite administrators to write the queries. This dependency creates a bottleneck in Salesforce data reporting, slows down strategic analysis, and prevents your entire organization from using the CRM as a true single source of truth.

The Solution: ExtendInsights Salesforce AI Query Generator

The ExtendInsights AI Query Generator is a breakthrough feature that solves the SOQL complexity problem directly within ExtendInsights for Salesforce, allowing users to harness the full power of their data without writing a single line of code.

SOQL Simplified with Natural Language Queries

With the AI Query Generator, the process of data retrieval is transformed into a conversation:

1. Type Your Request: Users simply type what they need in plain English (for example, “Show me all opportunities closed last quarter above $50k”).
2. AI Does the Heavy Lifting: The platform translates that natural language query into an optimized SOQL query.
3. Instant Results in Excel: The results are then loaded directly into your Excel spreadsheet via ExtendInsights.

This brings the power of data exploration to every user—not just admins or developers—ensuring data is accessible when and where it’s needed.

Example of AI Translation:

User Request (Plain English)	Generated SOQL Query (Optimized Code)
“List all open opportunities assigned to John Smith in the Healthcare industry.”	SELECT Id, Name, Account.Name, Amount, StageName, Owner.Name, Industry FROM Opportunity WHERE Owner.Name = ‘John Smith’ AND Industry = ‘Healthcare’ AND IsClosed = false;

Key Benefits of AI-Powered Salesforce Data Reporting

Using the AI Query Generator in ExtendInsights for Salesforce delivers profound benefits for your entire organization:

• SOQL without Code: SOQL is simplified, democratizing access to complex data sets for every business user, freeing up valuable IT resources.
• Accelerated Productivity: Salesforce data reporting that used to take days of back-and-forth communication with IT can now be done in seconds, allowing for instant analysis and quicker decision-making.
• Enhanced Reporting: Users can quickly create, save, rename, edit, and schedule complex queries within the same intuitive ExtendInsights interface, building the foundation for dynamic, custom reports in Excel.
• Future-Proofing: By connecting the best of AI with the flexibility of Excel, your team is equipped to handle rapid changes in reporting demands.

Salesforce users won’t be the only ones to benefit from this new feature: We are also excited to announce that AI Query Generator for NetSuite data is coming soon to ExtendInsights.

If you are a current ExtendInsights for Salesforce user, you should already see the AI Query Generator in your sidebar interface.

Not using ExtendInsights for Salesforce? The best way to see the power of SOQL simplified is to try it yourself. Sign up for a free, two-week trial to see ExtendInsights and the new AI Query Generator in action, and unlock the full story hidden in your Salesforce data.