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Tuesday, June 30, 2026

Salesforce: SOQL Knowledge

Before we start, let us put a few notes related to Salesforce knowledge:

  • You can create a multi-level category: parent, child, grandchild, etc.
  • You can assign multiple categories in an article, including ones that are not from the same hierarchy
  • You can assign the article to the parent only (not including the child)

There are 2 special keywords to query the knowledge object, but you can't get the data category in the query result. 

  1. WITH DATA CATEGORY
  2. AT, BELOW, ABOVE, ABOVE_OR_BELOW

Sample: SELECT Id, Title FROM Knowledge__kav WITH DATA CATEGORY Product__c AT Laptop__c

You must use the API Name in the query such as: All_Product__c, not the label: All Product

1. AT (Exact match only)


2. BELOW (Category + all children)


3. ABOVE (Category + all parents)


4. ABOVE_OR_BELOW (Everything around it)


Tips:

You can use the AND logical operator, but not the OR logical operator. Example: you have article with two Category Groups, sample: SELECT Id, Title FROM Knowledge__kav where PublishStatus = 'Online' WITH DATA CATEGORY Region__c AT Singapore__c AND Product__c AT Mobile__c

To query with more than one Category Name, use parentheses and a comma, sample: SELECT Id, Title FROM Knowledge__kav where PublishStatus = 'Online' WITH DATA CATEGORY Region__c AT (Singapore__c, Malaysia__c)


Reference



Saturday, June 13, 2026

CRM Analytics: Multi Currencies

When we pull data from Salesforce with multi-currency enabled, what will the value be in the CRM Analytics dataset? We usually find this in the Opportunity Amount.

Answer: It would be in the Corporate currency.


Sample of an Opportunity in EUR:


Result CRM Analytics:



How about enabling the Dated Exchange Rate?

Answer: It would be in the Corporate currency and follow the exchange rate as per the date range.



Sample of Opportunities in EUR:




Result in CRM Analytics:





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