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Walkthrough

Import Salesforce records with SOQL

Use a read-only SOQL query to place a precise set of existing Salesforce records on the canvas. Preview the result first, then choose whether each card should contain every readable field or only the fields selected by your query.

Before you begin

You will need:

  • An active connection to the Salesforce org you want to query.
  • Permission to read the objects, records, and fields in the query.
  • In a Team workspace, the Import via SOQL permission from a workspace admin.
  • A single SOQL SELECT statement that includes Id.

The query cannot change Salesforce. Org Loom accepts only a read-only SELECT. Editing and uploading the resulting cards is a separate action.

The process

  1. Open + Add records → Import via SOQL query.
  2. Enter a query and choose how many fields to load.
  3. Run a preview and check the object and record counts.
  4. Add the results to the canvas.

Step 1: Enter the query

Open + Add records and select Import via SOQL query. Enter one SELECT statement. The query must include Id so each result can remain linked to its Salesforce record. 

SELECT Id, Name, Industry
FROM Account
WHERE CreatedDate = LAST_N_DAYS:30
LIMIT 50

Child relationship queries are supported. For example, an Account query can also select Contacts, placing both the parents and children on the canvas with their relationships represented.

Step 2: Choose which fields to load

Load all fields is selected by default. Org Loom uses the query to find the records, then loads every field your Salesforce user can read.

Clear Load all fields when you want compact cards containing only the fields selected in the query. Fields that are not loaded remain unchanged in Salesforce if you later update the record.

Import via SOQL query with a query editor, Load all fields option, Run preview, and Add to canvas controls

Step 3: Preview the results

Choose Run preview. Review the returned record count, the objects represented, and the sample rows. If the result is broader than intended, add a WHERE clause or a smaller LIMIT before continuing.

An import can add up to 500 records. When a query reaches that cap, Org Loom shows the first 500 and asks you to narrow the query.

Step 4: Add the records to the canvas

Choose Add to canvas. Each result becomes an existing record card connected to its Salesforce ID. Importing a record already on the canvas does not create a second copy of the same Salesforce record.

You can now inspect or edit the cards. Salesforce changes only when you later choose Upload to Salesforce and confirm the upload.

If the query does not run

  • Check object and field API names for spelling errors.
  • Confirm that Id appears in the top-level query.
  • Remove additional statements, comments, or non-SELECT commands.
  • Ask your Salesforce administrator about an object or field you cannot read.

See also