@salesforce/afv-skills 1.22.0 → 1.23.0

package/skills/handling-sf-data/assets/soql/parent-to-child.soql

@@ -1,153 +0,0 @@
--- ═══════════════════════════════════════════════════════════════════════════════
--- PARENT-TO-CHILD QUERY (Subquery Pattern)
--- ═══════════════════════════════════════════════════════════════════════════════
---
--- Returns parent records with related child records nested in the results.
--- Child records are returned as a nested list within each parent record.
---
--- USE WHEN:
--- • Starting from the parent object and need child record details
--- • Need to iterate through parents and their related children
--- • Building hierarchical data structures
---
--- LIMITS:
--- • Maximum 20 subqueries per query
--- • Child records limited by inner LIMIT (or 200 if not specified)
--- • 5 levels of relationship depth
---
--- ═══════════════════════════════════════════════════════════════════════════════
-
--- ───────────────────────────────────────────────────────────────────────────────
--- BASIC: Account with Contacts
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Industry, AnnualRevenue,
-    (SELECT Id, FirstName, LastName, Email, Phone, Title
-     FROM Contacts
-     ORDER BY LastName ASC
-     LIMIT 100)
-FROM Account
-WHERE Industry = 'Technology'
-LIMIT 50
-
--- ───────────────────────────────────────────────────────────────────────────────
--- MULTIPLE CHILDREN: Account with Contacts AND Opportunities
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Industry,
-    (SELECT Id, FirstName, LastName, Email
-     FROM Contacts
-     WHERE Email != null
-     LIMIT 50),
-    (SELECT Id, Name, StageName, Amount, CloseDate
-     FROM Opportunities
-     WHERE IsClosed = false
-     ORDER BY CloseDate ASC
-     LIMIT 50)
-FROM Account
-WHERE Id IN :accountIds
-
--- ───────────────────────────────────────────────────────────────────────────────
--- FILTERED CHILDREN: Only active/specific child records
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name,
-    (SELECT Id, Subject, Status, Priority
-     FROM Cases
-     WHERE Status != 'Closed'
-     AND Priority = 'High'
-     ORDER BY CreatedDate DESC
-     LIMIT 25)
-FROM Account
-WHERE Type = 'Customer'
-
--- ───────────────────────────────────────────────────────────────────────────────
--- OPPORTUNITY with Products (OpportunityLineItems)
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, StageName, Amount, CloseDate,
-    Account.Name,
-    (SELECT Id, Name, Quantity, UnitPrice, TotalPrice,
-            Product2.Name, Product2.ProductCode
-     FROM OpportunityLineItems
-     ORDER BY TotalPrice DESC)
-FROM Opportunity
-WHERE StageName = 'Closed Won'
-AND CloseDate = THIS_QUARTER
-
--- ───────────────────────────────────────────────────────────────────────────────
--- CASE with Comments and Attachments
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, CaseNumber, Subject, Status, Priority,
-    Account.Name,
-    Contact.Name,
-    (SELECT Id, CommentBody, CreatedBy.Name, CreatedDate
-     FROM CaseComments
-     ORDER BY CreatedDate DESC
-     LIMIT 10),
-    (SELECT Id, Name, ContentType, BodyLength
-     FROM Attachments
-     LIMIT 20)
-FROM Case
-WHERE Status != 'Closed'
-ORDER BY Priority DESC, CreatedDate DESC
-
--- ───────────────────────────────────────────────────────────────────────────────
--- USER with all related activity
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Username, IsActive,
-    (SELECT Id, Subject, Status, ActivityDate
-     FROM TasksOwned
-     WHERE Status != 'Completed'
-     ORDER BY ActivityDate ASC
-     LIMIT 25),
-    (SELECT Id, Subject, StartDateTime, EndDateTime
-     FROM EventsOwned
-     WHERE StartDateTime >= TODAY
-     ORDER BY StartDateTime ASC
-     LIMIT 25)
-FROM User
-WHERE IsActive = true
-AND Profile.Name = 'Standard User'
-
--- ───────────────────────────────────────────────────────────────────────────────
--- CUSTOM OBJECT: Parent with Custom Child Objects
--- Replace {{ParentObject}}, {{ChildRelationshipName}}, {{ChildObject}} with actual names
--- ───────────────────────────────────────────────────────────────────────────────
--- SELECT Id, Name, Status__c,
---     (SELECT Id, Name, Amount__c, Date__c
---      FROM {{ChildRelationshipName}}__r
---      WHERE Status__c = 'Active'
---      ORDER BY Date__c DESC
---      LIMIT 50)
--- FROM {{ParentObject}}__c
--- WHERE OwnerId = :userId
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- APEX PROCESSING PATTERN
--- ═══════════════════════════════════════════════════════════════════════════════
-/*
-// Query with subquery
-List<Account> accounts = [
-    SELECT Id, Name,
-        (SELECT Id, FirstName, LastName FROM Contacts)
-    FROM Account
-    WHERE Id IN :accountIds
-];
-
-// Process parent and children
-for (Account acc : accounts) {
-    System.debug('Account: ' + acc.Name);
-
-    // Access child records via relationship name
-    if (acc.Contacts != null && !acc.Contacts.isEmpty()) {
-        for (Contact con : acc.Contacts) {
-            System.debug('  Contact: ' + con.FirstName + ' ' + con.LastName);
-        }
-    }
-}
-*/
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- SF CLI USAGE
--- ═══════════════════════════════════════════════════════════════════════════════
--- sf data query \
---   --query "SELECT Id, Name, (SELECT Id, Name FROM Contacts) FROM Account LIMIT 10" \
---   --target-org myorg \
---   --json

package/skills/handling-sf-data/assets/soql/polymorphic.soql

@@ -1,198 +0,0 @@
--- ═══════════════════════════════════════════════════════════════════════════════
--- POLYMORPHIC RELATIONSHIP QUERIES (TYPEOF Pattern)
--- ═══════════════════════════════════════════════════════════════════════════════
---
--- Polymorphic lookups can point to multiple object types.
--- Use TYPEOF to access object-specific fields based on the actual type.
---
--- COMMON POLYMORPHIC FIELDS:
--- • Who (WhoId) - Task/Event → Contact OR Lead
--- • What (WhatId) - Task/Event → Account, Opportunity, Case, etc.
--- • Owner (OwnerId) - Most objects → User OR Queue
--- • Related (RelatedToId) - Various → Multiple objects
---
--- USE WHEN:
--- • Querying Task, Event, or other objects with polymorphic lookups
--- • Need type-specific fields from the related record
--- • Building reports that span multiple related object types
---
--- ═══════════════════════════════════════════════════════════════════════════════
-
--- ───────────────────────────────────────────────────────────────────────────────
--- BASIC TYPEOF: Task with Who (Contact vs Lead)
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Subject, Status, ActivityDate,
-    TYPEOF Who
-        WHEN Contact THEN FirstName, LastName, Email, Account.Name
-        WHEN Lead THEN FirstName, LastName, Email, Company
-    END
-FROM Task
-WHERE Status != 'Completed'
-AND ActivityDate >= TODAY
-
--- ───────────────────────────────────────────────────────────────────────────────
--- TYPEOF with What (Account, Opportunity, Case)
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Subject, Status, Priority,
-    TYPEOF What
-        WHEN Account THEN Name, Industry, AnnualRevenue, Type
-        WHEN Opportunity THEN Name, StageName, Amount, CloseDate
-        WHEN Case THEN CaseNumber, Subject, Status, Priority
-    END
-FROM Task
-WHERE CreatedDate = THIS_WEEK
-ORDER BY ActivityDate ASC
-
--- ───────────────────────────────────────────────────────────────────────────────
--- FULL TYPEOF: Both Who and What in same query
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Subject, Status, ActivityDate, Priority,
-    Owner.Name,
-    TYPEOF Who
-        WHEN Contact THEN
-            FirstName, LastName, Email, Phone,
-            Account.Name, Account.Industry
-        WHEN Lead THEN
-            FirstName, LastName, Email, Company, Status
-    END,
-    TYPEOF What
-        WHEN Account THEN Name, Industry, Type, BillingCity
-        WHEN Opportunity THEN Name, StageName, Amount, Probability
-        WHEN Case THEN CaseNumber, Subject, Status
-        WHEN Campaign THEN Name, Status, Type
-    END
-FROM Task
-WHERE OwnerId = :currentUserId
-AND Status = 'Not Started'
-ORDER BY ActivityDate ASC
-LIMIT 100
-
--- ───────────────────────────────────────────────────────────────────────────────
--- EVENT with polymorphic relationships
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Subject, StartDateTime, EndDateTime, Location,
-    TYPEOF Who
-        WHEN Contact THEN FirstName, LastName, Email, Title
-        WHEN Lead THEN FirstName, LastName, Company
-    END,
-    TYPEOF What
-        WHEN Account THEN Name, Phone, Website
-        WHEN Opportunity THEN Name, StageName, Amount
-    END
-FROM Event
-WHERE StartDateTime >= TODAY
-AND StartDateTime <= NEXT_MONTH
-ORDER BY StartDateTime ASC
-
--- ───────────────────────────────────────────────────────────────────────────────
--- Using ELSE clause for unhandled types
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Subject, Status,
-    TYPEOF What
-        WHEN Account THEN Name, Industry
-        WHEN Opportunity THEN Name, StageName
-        WHEN Case THEN CaseNumber
-        ELSE Name
-    END
-FROM Task
-WHERE ActivityDate = TODAY
-
--- ───────────────────────────────────────────────────────────────────────────────
--- FeedItem with polymorphic Parent
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Body, CreatedDate, CreatedBy.Name,
-    TYPEOF Parent
-        WHEN Account THEN Name, Industry
-        WHEN Opportunity THEN Name, StageName
-        WHEN Case THEN CaseNumber, Subject
-        WHEN Contact THEN FirstName, LastName
-        WHEN Lead THEN FirstName, LastName, Company
-        WHEN User THEN Name, Title
-    END
-FROM FeedItem
-WHERE CreatedDate = THIS_WEEK
-ORDER BY CreatedDate DESC
-LIMIT 50
-
--- ───────────────────────────────────────────────────────────────────────────────
--- ContentDocumentLink with polymorphic LinkedEntity
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, ContentDocument.Title, ContentDocument.FileType,
-    TYPEOF LinkedEntity
-        WHEN Account THEN Name, Industry
-        WHEN Contact THEN FirstName, LastName
-        WHEN Opportunity THEN Name, Amount
-        WHEN Case THEN CaseNumber, Subject
-    END
-FROM ContentDocumentLink
-WHERE ContentDocument.FileType = 'PDF'
-ORDER BY ContentDocument.CreatedDate DESC
-LIMIT 100
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- ALTERNATIVE: Check Type.Name without TYPEOF
--- Use when you only need to identify the type, not access specific fields
--- ═══════════════════════════════════════════════════════════════════════════════
-SELECT Id, Subject, Status,
-    Who.Type,
-    Who.Name,
-    What.Type,
-    What.Name
-FROM Task
-WHERE ActivityDate = TODAY
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- APEX PROCESSING PATTERN
--- ═══════════════════════════════════════════════════════════════════════════════
-/*
-// Query with TYPEOF
-List<Task> tasks = [
-    SELECT Id, Subject,
-        TYPEOF Who
-            WHEN Contact THEN FirstName, LastName, Email
-            WHEN Lead THEN FirstName, LastName, Company
-        END
-    FROM Task
-    WHERE ActivityDate = TODAY
-];
-
-// Process based on type
-for (Task t : tasks) {
-    if (t.WhoId != null) {
-        Schema.SObjectType whoType = t.WhoId.getSObjectType();
-
-        if (whoType == Contact.SObjectType) {
-            Contact con = (Contact) t.getSObject('Who');
-            System.debug('Contact: ' + con.FirstName + ' ' + con.LastName);
-        }
-        else if (whoType == Lead.SObjectType) {
-            Lead lead = (Lead) t.getSObject('Who');
-            System.debug('Lead: ' + lead.FirstName + ' at ' + lead.Company);
-        }
-    }
-}
-*/
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- APEX ALTERNATIVE: Using instanceof
--- ═══════════════════════════════════════════════════════════════════════════════
-/*
-for (Task t : tasks) {
-    SObject who = t.getSObject('Who');
-    if (who instanceof Contact) {
-        Contact con = (Contact) who;
-        System.debug('Contact: ' + con.Email);
-    } else if (who instanceof Lead) {
-        Lead lead = (Lead) who;
-        System.debug('Lead Company: ' + lead.Company);
-    }
-}
-*/
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- SF CLI USAGE
--- ═══════════════════════════════════════════════════════════════════════════════
--- sf data query \
---   --query "SELECT Id, Subject, TYPEOF Who WHEN Contact THEN FirstName, LastName WHEN Lead THEN Company END FROM Task WHERE ActivityDate = TODAY LIMIT 10" \
---   --target-org myorg \
---   --json

package/skills/handling-sf-data/assets/soql/subquery.soql

@@ -1,287 +0,0 @@
--- ═══════════════════════════════════════════════════════════════════════════════
--- SUBQUERY PATTERNS (Semi-Join & Anti-Join)
--- ═══════════════════════════════════════════════════════════════════════════════
---
--- Subqueries filter the outer query based on related records.
--- Two main patterns: Semi-Join (IN) and Anti-Join (NOT IN).
---
--- SEMI-JOIN (IN):
--- • Returns records that HAVE matching related records
--- • "Give me Accounts that have Opportunities"
---
--- ANTI-JOIN (NOT IN):
--- • Returns records that DO NOT have matching related records
--- • "Give me Accounts without any Contacts"
---
--- LIMITS:
--- • Maximum 2 levels of semi-join nesting
--- • Inner query can only return Id field
--- • Inner query limited to 50,000 records
---
--- ═══════════════════════════════════════════════════════════════════════════════
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- SEMI-JOIN PATTERNS (Records WITH related records)
--- ═══════════════════════════════════════════════════════════════════════════════
-
--- ───────────────────────────────────────────────────────────────────────────────
--- BASIC SEMI-JOIN: Accounts with Opportunities
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Industry, Type
-FROM Account
-WHERE Id IN (
-    SELECT AccountId
-    FROM Opportunity
-)
-
--- ───────────────────────────────────────────────────────────────────────────────
--- FILTERED SEMI-JOIN: Accounts with OPEN Opportunities
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Industry, AnnualRevenue
-FROM Account
-WHERE Id IN (
-    SELECT AccountId
-    FROM Opportunity
-    WHERE IsClosed = false
-    AND Amount > 50000
-)
-AND Industry = 'Technology'
-
--- ───────────────────────────────────────────────────────────────────────────────
--- SEMI-JOIN: Accounts with Won Opportunities this year
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Type, Owner.Name
-FROM Account
-WHERE Id IN (
-    SELECT AccountId
-    FROM Opportunity
-    WHERE StageName = 'Closed Won'
-    AND CloseDate = THIS_YEAR
-)
-ORDER BY Name
-
--- ───────────────────────────────────────────────────────────────────────────────
--- SEMI-JOIN: Contacts at Accounts with Cases
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, FirstName, LastName, Email, Account.Name
-FROM Contact
-WHERE AccountId IN (
-    SELECT AccountId
-    FROM Case
-    WHERE Status != 'Closed'
-)
-AND Email != null
-
--- ───────────────────────────────────────────────────────────────────────────────
--- SEMI-JOIN: Products used in Opportunities
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, ProductCode, Family
-FROM Product2
-WHERE Id IN (
-    SELECT Product2Id
-    FROM OpportunityLineItem
-    WHERE Opportunity.StageName = 'Closed Won'
-)
-AND IsActive = true
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- ANTI-JOIN PATTERNS (Records WITHOUT related records)
--- ═══════════════════════════════════════════════════════════════════════════════
-
--- ───────────────────────────────────────────────────────────────────────────────
--- BASIC ANTI-JOIN: Accounts without Contacts
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Industry, Type
-FROM Account
-WHERE Id NOT IN (
-    SELECT AccountId
-    FROM Contact
-)
-
--- ───────────────────────────────────────────────────────────────────────────────
--- ANTI-JOIN: Accounts without Opportunities
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Industry, Type, CreatedDate
-FROM Account
-WHERE Id NOT IN (
-    SELECT AccountId
-    FROM Opportunity
-)
-AND Type = 'Prospect'
-AND CreatedDate < LAST_90_DAYS
-
--- ───────────────────────────────────────────────────────────────────────────────
--- ANTI-JOIN: Contacts without Activities (no Tasks)
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, FirstName, LastName, Email, Account.Name
-FROM Contact
-WHERE Id NOT IN (
-    SELECT WhoId
-    FROM Task
-    WHERE WhoId != null
-)
-AND Email != null
-
--- ───────────────────────────────────────────────────────────────────────────────
--- ANTI-JOIN: Leads not converted
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, FirstName, LastName, Company, Status
-FROM Lead
-WHERE IsConverted = false
-AND Id NOT IN (
-    SELECT WhoId
-    FROM Task
-    WHERE CreatedDate = LAST_30_DAYS
-)
-AND Status = 'Open - Not Contacted'
-
--- ───────────────────────────────────────────────────────────────────────────────
--- ANTI-JOIN: Products not sold
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, ProductCode, Family
-FROM Product2
-WHERE Id NOT IN (
-    SELECT Product2Id
-    FROM OpportunityLineItem
-)
-AND IsActive = true
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- COMBINED PATTERNS
--- ═══════════════════════════════════════════════════════════════════════════════
-
--- ───────────────────────────────────────────────────────────────────────────────
--- BOTH: Accounts with Contacts but no Opportunities
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Industry
-FROM Account
-WHERE Id IN (
-    SELECT AccountId
-    FROM Contact
-)
-AND Id NOT IN (
-    SELECT AccountId
-    FROM Opportunity
-)
-
--- ───────────────────────────────────────────────────────────────────────────────
--- COMPLEX: Accounts with Open Cases but no recent Activity
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Type, Owner.Name
-FROM Account
-WHERE Id IN (
-    SELECT AccountId
-    FROM Case
-    WHERE Status != 'Closed'
-    AND Priority = 'High'
-)
-AND Id NOT IN (
-    SELECT WhatId
-    FROM Task
-    WHERE ActivityDate >= LAST_7_DAYS
-    AND WhatId != null
-)
-
--- ───────────────────────────────────────────────────────────────────────────────
--- MULTI-CONDITION: Active customers needing attention
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, Name, Industry, LastActivityDate
-FROM Account
-WHERE Type = 'Customer'
-AND Id IN (
-    SELECT AccountId
-    FROM Opportunity
-    WHERE StageName = 'Closed Won'
-    AND CloseDate >= LAST_YEAR
-)
-AND Id NOT IN (
-    SELECT WhatId
-    FROM Task
-    WHERE CreatedDate >= LAST_30_DAYS
-    AND WhatId != null
-)
-ORDER BY LastActivityDate ASC NULLS FIRST
-LIMIT 50
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- NESTED SUBQUERIES (Maximum 2 levels)
--- ═══════════════════════════════════════════════════════════════════════════════
-
--- ───────────────────────────────────────────────────────────────────────────────
--- NESTED: Contacts at Accounts with Won Enterprise Opportunities
--- ───────────────────────────────────────────────────────────────────────────────
-SELECT Id, FirstName, LastName, Email
-FROM Contact
-WHERE AccountId IN (
-    SELECT AccountId
-    FROM Opportunity
-    WHERE StageName = 'Closed Won'
-    AND Amount >= 100000
-)
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- ALTERNATIVE: EXISTS-style pattern using relationship
--- When you need to check existence with complex conditions
--- ═══════════════════════════════════════════════════════════════════════════════
-
--- Instead of subquery, sometimes a relationship query is clearer:
--- "Accounts that have at least one high-value Opportunity"
-
--- Using parent-to-child to verify related records exist:
-SELECT Id, Name,
-    (SELECT Id FROM Opportunities WHERE Amount > 100000 LIMIT 1)
-FROM Account
-WHERE Industry = 'Technology'
-
--- Then filter in Apex for accounts that have the nested result
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- APEX PROCESSING PATTERN
--- ═══════════════════════════════════════════════════════════════════════════════
-/*
-// Semi-join: Accounts with open high-value opportunities
-List<Account> accountsWithOpps = [
-    SELECT Id, Name, Industry
-    FROM Account
-    WHERE Id IN (
-        SELECT AccountId
-        FROM Opportunity
-        WHERE IsClosed = false
-        AND Amount > 100000
-    )
-];
-
-System.debug('Accounts with high-value pipeline: ' + accountsWithOpps.size());
-
-// Anti-join: Accounts needing outreach
-List<Account> neglectedAccounts = [
-    SELECT Id, Name, Type, LastActivityDate
-    FROM Account
-    WHERE Type = 'Customer'
-    AND Id NOT IN (
-        SELECT WhatId
-        FROM Task
-        WHERE CreatedDate >= LAST_30_DAYS
-        AND WhatId != null
-    )
-    ORDER BY LastActivityDate ASC NULLS FIRST
-    LIMIT 100
-];
-
-System.debug('Accounts needing outreach: ' + neglectedAccounts.size());
-*/
-
--- ═══════════════════════════════════════════════════════════════════════════════
--- SF CLI USAGE
--- ═══════════════════════════════════════════════════════════════════════════════
--- Semi-join:
--- sf data query \
---   --query "SELECT Id, Name FROM Account WHERE Id IN (SELECT AccountId FROM Opportunity WHERE StageName = 'Closed Won') LIMIT 20" \
---   --target-org myorg \
---   --json
---
--- Anti-join:
--- sf data query \
---   --query "SELECT Id, Name FROM Account WHERE Id NOT IN (SELECT AccountId FROM Contact) LIMIT 20" \
---   --target-org myorg \
---   --json