afv-library/skills/handling-sf-data/references/relationship-query-examples.md

Relationship Query Examples

Comprehensive SOQL relationship patterns for complex data retrieval.

Parent-to-Child Queries (Subqueries)

Basic Subquery

SELECT Id, Name,
    (SELECT Id, FirstName, LastName, Email FROM Contacts)
FROM Account
WHERE Industry = 'Technology'

sf data query \
  --query "SELECT Id, Name, (SELECT Id, FirstName, LastName FROM Contacts) FROM Account WHERE Industry = 'Technology' LIMIT 5" \
  --target-org dev \
  --json

Multiple Subqueries

SELECT Id, Name,
    (SELECT Id, Name, Title FROM Contacts),
    (SELECT Id, Name, Amount, StageName FROM Opportunities),
    (SELECT Id, CaseNumber, Subject FROM Cases)
FROM Account
WHERE Id = '001XXXXXXXXXXXX'

Filtered Subquery

SELECT Id, Name,
    (SELECT Id, Name, Amount
     FROM Opportunities
     WHERE StageName = 'Closed Won'
     ORDER BY Amount DESC
     LIMIT 5)
FROM Account
WHERE AnnualRevenue > 1000000

Child-to-Parent Queries (Dot Notation)

Basic Relationship

SELECT Id, FirstName, LastName,
       Account.Name, Account.Industry
FROM Contact
WHERE Account.Industry = 'Technology'

sf data query \
  --query "SELECT Id, FirstName, LastName, Account.Name, Account.Industry FROM Contact WHERE Account.Industry = 'Technology' LIMIT 10" \
  --target-org dev

Multi-Level Traversal

SELECT Id, Name, Amount,
       Account.Name,
       Account.Owner.Name,
       Account.Owner.Profile.Name
FROM Opportunity
WHERE Account.Industry = 'Finance'

Custom Object Relationships

-- __r suffix for custom relationships
SELECT Id, Name,
       Custom_Parent__r.Name,
       Custom_Parent__r.Custom_Field__c
FROM Custom_Child__c

Polymorphic Relationships (TYPEOF)

Task Who/What Fields

SELECT Id, Subject, Status,
    TYPEOF Who
        WHEN Contact THEN FirstName, LastName, Email
        WHEN Lead THEN FirstName, LastName, Company
    END,
    TYPEOF What
        WHEN Account THEN Name, Industry
        WHEN Opportunity THEN Name, Amount, StageName
    END
FROM Task
WHERE Status = 'Open'

sf data query \
  --query "SELECT Id, Subject, TYPEOF Who WHEN Contact THEN FirstName, LastName WHEN Lead THEN FirstName, LastName END FROM Task WHERE Status = 'Open' LIMIT 5" \
  --target-org dev \
  --json

Event Relationships

SELECT Id, Subject, StartDateTime,
    TYPEOF Who
        WHEN Contact THEN FirstName, LastName, Account.Name
        WHEN Lead THEN Name, Company
    END
FROM Event
WHERE StartDateTime >= TODAY

Aggregate Queries

Basic Aggregation

SELECT Industry, COUNT(Id) total, SUM(AnnualRevenue) revenue
FROM Account
GROUP BY Industry
HAVING COUNT(Id) > 10
ORDER BY SUM(AnnualRevenue) DESC

sf data query \
  --query "SELECT Industry, COUNT(Id) total, SUM(AnnualRevenue) revenue FROM Account GROUP BY Industry HAVING COUNT(Id) > 5" \
  --target-org dev

Rollup by Date

SELECT CALENDAR_MONTH(CloseDate) month,
       SUM(Amount) total,
       COUNT(Id) deals
FROM Opportunity
WHERE CloseDate = THIS_YEAR
AND StageName = 'Closed Won'
GROUP BY CALENDAR_MONTH(CloseDate)
ORDER BY CALENDAR_MONTH(CloseDate)

Aggregate with Relationships

SELECT Account.Industry,
       COUNT(Id) opportunities,
       SUM(Amount) pipeline
FROM Opportunity
WHERE StageName NOT IN ('Closed Won', 'Closed Lost')
GROUP BY Account.Industry

Semi-Joins and Anti-Joins

Semi-Join (Records WITH Related)

-- Accounts that HAVE Opportunities
SELECT Id, Name
FROM Account
WHERE Id IN (
    SELECT AccountId FROM Opportunity WHERE Amount > 100000
)

Anti-Join (Records WITHOUT Related)

-- Accounts WITHOUT Contacts
SELECT Id, Name
FROM Account
WHERE Id NOT IN (
    SELECT AccountId FROM Contact WHERE AccountId != null
)

Complex Semi-Join

-- Contacts at Accounts with large deals
SELECT Id, FirstName, LastName
FROM Contact
WHERE AccountId IN (
    SELECT AccountId
    FROM Opportunity
    WHERE Amount > 500000
    AND StageName = 'Closed Won'
)

Date Functions and Filters

Date Literals

SELECT Id, Name, CreatedDate
FROM Account
WHERE CreatedDate = THIS_WEEK
-- Also: TODAY, YESTERDAY, THIS_MONTH, LAST_MONTH, THIS_YEAR, LAST_N_DAYS:7

Date Functions in SELECT

SELECT DAY_IN_MONTH(CreatedDate) day,
       WEEK_IN_YEAR(CreatedDate) week,
       CALENDAR_YEAR(CreatedDate) year,
       COUNT(Id) count
FROM Lead
GROUP BY DAY_IN_MONTH(CreatedDate),
         WEEK_IN_YEAR(CreatedDate),
         CALENDAR_YEAR(CreatedDate)

Query Optimization Tips

Use Indexed Fields

-- GOOD: Query on indexed fields (Id, Name, CreatedDate, SystemModstamp)
SELECT Id, Name FROM Account WHERE Name LIKE 'Acme%'

-- BAD: Query on non-indexed custom field (full table scan)
SELECT Id, Name FROM Account WHERE Custom_Unindexed__c = 'value'

Limit Records Retrieved

-- Always use LIMIT for exploration
SELECT Id, Name FROM Account LIMIT 100

-- Use OFFSET for pagination
SELECT Id, Name FROM Account LIMIT 100 OFFSET 200

Select Only Needed Fields

-- GOOD: Only needed fields
SELECT Id, Name, Industry FROM Account

-- BAD: Selecting all fields
SELECT Id, Name, Industry, Description, BillingStreet, BillingCity,
       BillingState, BillingPostalCode, BillingCountry, ...

Common Errors

Error	Cause	Solution
Invalid relationship	Wrong relationship name	Check __r suffix for custom
MALFORMED_QUERY	Syntax error	Validate SOQL syntax
SELECT too complex	Too many levels	Max 5 levels of relationships
Subquery limit	>20 subqueries	Reduce number of child queries
Non-selective query	No indexed filter	Add indexed field to WHERE