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AI Agent for Salesforce SOQL Query Optimization

The Challenge

Non-selective SOQL queries cause performance degradation and can trigger runtime exceptions in orgs with large data volumes. Identifying which queries need optimization and understanding Salesforce's indexing behavior requires deep platform expertise that many teams lack.

How Clientell Automates This

Clientell AI analyzes your SOQL queries against Salesforce selectivity thresholds and recommends targeted optimizations, including filter reordering, custom index requests, and skinny table candidates. It refactors queries to leverage existing indexes and reduce full table scans.

How It Works

  1. 1

    Submit queries for analysis

    Provide the SOQL queries you want optimized, along with approximate record counts for the queried objects so selectivity can be accurately evaluated.

  2. 2

    AI identifies bottlenecks

    Clientell AI evaluates each query against Salesforce selectivity rules, flags non-selective filters, and identifies missing indexes or inefficient join patterns.

  3. 3

    Review recommendations

    Examine the refactored queries, proposed custom index requests, and any suggested schema changes such as formula field replacements or selective filter additions.

  4. 4

    Deploy optimized queries

    Implement the optimized SOQL in your codebase, submit custom index requests to Salesforce Support where recommended, and validate performance improvements.

Frequently Asked Questions

How does Clientell determine if a query is non-selective?
It evaluates your filter fields against Salesforce's selectivity threshold rules: standard indexes must return less than 30% of total records for the first million rows and less than 15% beyond that. Clientell flags filters that likely exceed these thresholds.
Can it help with queries that use formula fields in WHERE clauses?
Yes. Since formula fields cannot be indexed, Clientell recommends alternatives such as replacing formula filters with indexed workflow-updated fields or restructuring the query to use indexable standard or custom fields.
Does this work for SOQL inside managed packages?
Clientell can analyze and recommend optimizations for any SOQL you provide, but queries embedded in managed package code cannot be directly modified. In those cases, it recommends complementary approaches like custom indexes or data archiving.

Related Automations

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SOC2 Type II
Zero Data Retention
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