I INQUA
Sign in Create account
Secondary product · AI SOQL & Dashboards

Ask Salesforce questions in plain English and see the query behind every answer

Connect over OAuth, ask an operational question, and get validated read-only SOQL grounded in your org's schema. Pin useful answers to refreshable dashboards.

Connect your Salesforce
Explore query features
Every live query runs as the signed-in user, respects Salesforce permissions and sharing, and is shown with the answer.
AI SOQL Query & Dashboards

Ask Salesforce questions in plain English — see the SOQL every time

The tool INQUA started with. Alongside a hand-written SOQL Query Builder, the Ask agent turns natural language into validated, read-only SOQL, runs it live against your org, shows the exact query behind every answer — and pins any result to a live dashboard as a table, chart, or KPI tile.

Pipeline hygiene

Find the deals slipping through

Stalled opportunities, missing next steps, deals untouched for weeks. Surface coverage gaps across owners and stages before they cost you the quarter.

Ad-hoc pulls

Answer the can-you-pull request

The one-off lookups that land on an admin's desk all day. Accounts by region, contacts without an owner, records touched this week — answered on the spot.

Team operations

Check the state of the team

Open cases by priority, opportunities by owner, leads aging past SLA. Fast operational reads for managers, without filing a ticket or waiting on the queue.

How the query tool works

Connect, ask in plain English, review the SOQL

Three steps: connect your Salesforce org over OAuth, ask a question in plain English, and review the answer alongside the exact read-only SOQL that produced it. Your org's schema does the configuring — you never map a field.

01

Connect

Sign in with Salesforce over OAuth — never your Salesforce password. INQUA syncs your org's schema in the background: custom objects and the most-used standard objects described up front, everything else fetched the first time it's needed, lookup targets included. No warehouse, no field mapping, and no reconnecting every session.

02

Ask

Type your question in plain English. If it's too broad to answer well, INQUA asks one quick round of clarifying questions first — clickable options included — and clear questions go straight through. The AI works from your actual objects and fields — checking your org for exact API names instead of guessing — applies any Guidance you've written, and validates the query as read-only before anything runs.

03

Review

See the answer alongside the exact query that produced it. If Salesforce rejects a query, INQUA reads the error and retries with a corrected one. Pin any answer to a dashboard — tables, bar, line, pie, and more, or a KPI stat tile — and refresh it whenever you return. Raw result rows are processed live and never saved as a result set.

Knows your org

It knows your fields. You teach it your business. It asks before it guesses.

Generic AI guesses at API names and can't know what your fields mean. INQUA reads your org's actual schema the moment you connect, and Guidance lets you tell it, once, what Field_23__c means to your business. And when a question is too vague to query well, it asks — instead of guessing.

A generic AI chatbot
Which are our top accounts by contracted annual value?
SELECT Name, AnnualContractValue
FROM Account
ORDER BY AnnualContractValue DESC

ERROR: No such column 'AnnualContractValue' on entity 'Account'

It can only guess. Your org never told it anything.

INQUA — connected to your org
Which are our top accounts by contracted annual value?
Ran SOQL 
SELECT Name, Field_23__c
FROM Account
WHERE Field_23__c != null
ORDER BY Field_23__c DESC
LIMIT 10
Field_23__c · Currency — found in your synced schema "Contracted annual value (ACV)" — your Guidance

Schema synced at connect. Meaning supplied by you.

Automatic

Your schema, synced the moment you connect

No configuration, no field mapping, no semantic layer. INQUA syncs your org's schema in the background when you sign in over OAuth — custom objects and the most-used standard objects described up front, the rest fetched the first time it's needed, with each field's API name, type, and lookup target. Before writing SOQL, the AI checks an object's exact fields, so Invoice__c.Amount__c comes out right without you ever typing an API name. Changed your org? One click re-syncs.

You teach it

Guidance turns field names into business meaning

Schema says what exists; Guidance says what it means. Write a plain-English note on an object — "one row per customer invoice" — or map a term like Total Sales to the exact fields behind it. Type / while writing to browse your real objects and fields. Your notes join the prompt on every question and apply from the very next one you ask — and they can only add context: the read-only rules always win.

It asks first

Vague questions get questions back, not guesses

Before answering, INQUA checks whether your question is specific enough to query well. "Leads created this week" runs straight through with sensible defaults. "How is my pipeline doing?" gets one quick round of clarifying questions first — which metric, what time range, grouped how, filtered how, compared to what — each with clickable options or room to type your own, worded around your real objects and any Guidance you've written. Answer the ones that matter and it runs — one round, never an interrogation.

To compose an Ask answer, the AI provider receives your question, schema, the queries it ran, and up to 50 returned rows per query. Those raw result rows are not persisted.

How the query tool compares

Right-sized for operational answers

The query tool doesn't replace your platform or your BI stack — it covers the everyday questions that shouldn't need either.

INQUA Native CRM AI e.g. Agentforce, Einstein Data-warehouse BI tools e.g. Tableau, Power BI
Setup Minutes via OAuth Agent building, permissions, and rollout first Sync your org to a warehouse, then add BI
Custom objects & fields Read from your org automatically — nothing to configure In-platform Only what you've synced and modeled
Your business terms Teach a term once in Guidance; every answer uses it Tuned through agent setup and instructions Hand-built semantic layer
Vague questions Asks targeted clarifying questions first — clickable options, one round Depends on how each agent is built You translate intent into filters yourself
Data handling Live result sets not retained; conversations and definitions saved Stays in-platform Copies your data out
Permissions & sharing Runs as you — your Salesforce permissions and sharing rules apply In-platform permissions Rebuilt and maintained in the BI tool's own permission model
Transparency Query shown every time Query not typically shown Varies by tool
Cost posture Lean, one simple price Add-on, consumption-based pricing Per-seat BI plus infrastructure
Best at Fast operational answers Automating work across your CRM Deep cross-object analytics

Comparisons describe typical patterns — capabilities and pricing vary by edition and change often.

Pricing

AI SOQL and Salesforce dashboards are free during early access

Connect your org, ask questions, inspect every generated query, save conversations, and pin answers to refreshable dashboards. No credit card is required during early access.

$0/user during early access
  • Natural-language questions grounded in your connected Salesforce schema
  • Visible, validated, read-only SOQL with results run live as the signed-in user
  • Saved conversations and refreshable table, chart, and KPI dashboard widgets
Connect your Salesforce
Read-only by design

Your permissions apply to every Salesforce query

Connect with OAuth, never a Salesforce password. The query tools validate SOQL as read-only and run it with the signed-in user's token, so Salesforce permissions and sharing rules remain in control.

  • The exact SOQL is displayed with every answer.
  • Raw live result sets are processed for the answer but are not retained as saved result sets.
  • The AI provider receives the question, relevant schema, queries, and up to 50 returned rows per query to compose an answer.
  • Conversations, queries, guidance, and dashboard definitions stay private to the account.
Get started

Ask a real question against your own Salesforce schema

Connect over OAuth, let INQUA sync the objects and fields you can access, then ask in plain English and inspect the query behind the answer.

Connect your Salesforce
No credit card. Works with API-enabled Salesforce editions.
FAQ

AI SOQL query builder and dashboard questions

What is an AI SOQL query builder?

It turns a plain-English Salesforce question into SOQL using the objects and fields available in your connected org. INQUA validates the statement as read-only, runs it live, and shows the exact query with the answer.

Can the AI SOQL tools change Salesforce data?

No. The query experience rejects statements that are not read-only. Every query runs as the signed-in user, so Salesforce object, field, sharing, and record permissions still apply.

Does the query builder work with custom Salesforce objects and fields?

Yes. INQUA syncs custom objects and the most-used standard objects when you connect, then fetches other schema details when they are needed. Guidance lets you explain what your organization's custom fields mean in plain English.

Will I see the SOQL generated by AI?

Yes. The exact query is displayed with every answer. If Salesforce rejects it, INQUA can use the error to correct the query, while the same read-only validation still applies before another attempt runs.

What can I pin to a Salesforce dashboard?

A query answer can become a table, bar chart, line chart, pie chart, KPI tile, or another supported dashboard widget. Saved widgets can be refreshed against Salesforce when you return.

Does INQUA copy Salesforce data into a warehouse for dashboards?

No. AI SOQL results run live against Salesforce. Raw live result sets are not retained as saved datasets; conversations, exact queries, dashboard definitions, guidance, account metadata, and cached schema are stored separately.

What does the AI provider receive for an answer?

The provider receives the question, relevant conversation context, Salesforce schema metadata, the queries run, and up to 50 returned rows per query to compose the response. Raw result sets are not persisted.

Get started

Ask Salesforce in plain English

Connect your org, ask an operational question, review the exact read-only SOQL, and pin the answer to a dashboard when it deserves a permanent place.

Connect your Salesforce
Free during early access · OAuth connection · Read-only SOQL