AppGrid Query Technology
The questions list views and reports can't answer…answered.
Using the QueryBuilder wizard, create and execute multiple 3-level relationship queries and intersect or union the results.
Query without limits
Pull 100k+ records across related objects with no DML limits, no pagination and no page reloads.
Graphical query builder
Build complex 3-level relation queries visually — no SOQL required. Combine queries using conjunctive operators.
Wizard mode
Choose our Wizard mode for a guided experience creating queries or the QueryBuilder for power users.
Beyond list views and reports
List views are how most Salesforce users query their data every day — and they hit a wall fast. A list view sees exactly one object: its filters can only test fields on the records in the list. The moment your question involves a related record, a list view simply cannot provide the answer.
Real business questions cross those lines constantly:
"Which accounts have open support cases AND a renewal coming up?"
"Show me Accounts with an escalated case AND an open deal over fifty grand"
"Show me deals closing this month, AND quiet for 30 days OR missing a primary contact"
Reports reach further, but they flatten one predefined parent-child path, they're weak on "doesn't have," and combining separate conditions sets means exporting to Excel — and either way you end up reading static output instead of working records.
The ability to ask these types of questions is a huge productivity booster. Instead of users surfing through records and related data to find this information, with a click they can execute complex queries that answer their most important business questions.
Three levels deep - parent >> child >> grandchild
AppGrid queries traverse three levels of your data model in one query.
Accounts → that have Cases → that have CaseMilestones past their SLA date
You build it visually, one level per tab, and AppGrid handles the hard part - resolving the relationships, running the multi-step query in the right order and returning exactly the parent records that match. Pull parent fields into the root object without having to create formula fields.
Has / doesn't have — at every level. Each relationship hop can match records that HAVE matching children ("accounts with escalated cases") or that DON'T ("accounts with no open opportunities").
That second one — the anti-join — is where spreadsheet exports and standard reports quietly give up, and where pipeline gaps, follow-up failures, and compliance misses hide.
See before you run. The Query Preview shows your query as a JSON tree or as a SOQL statement to help you understand the query logic.
Conjunctive queries - combine queries like building blocks
Some questions are really multiple queries joined together. AppGrid Query Groups let you combine multiple complete queries on the same parent object and intersect or union their results using AND/OR/NOT.
In simple terms, that means we can for example - execute a query that walks down the Account > Opportunity > Opportunity Product tree AND the Account > Case > Case Milestone tree.
And finally, we can apply an expression to control how the individual queries are combined using a formula like - 1 AND (2 OR NOT 3)
Each building block is a full query in its own right — including three-level, has/doesn't-have queries — so the combinations express questions that would otherwise require custom development. Save the grouped query once; run it forever.
And for the most complex queries, that's where AppGrid AI comes into the picture. It can walk up and down relationships using agent loops. For example this query:
'Show me opportunities that include the MacBook Pro Max 16 product, where the opportunity was created by converting a lead that was a member of the MacBook Pro Max 16 Launch campaign.'
A marketer asked a plain-English attribution question that crosses Product, Campaign, Campaign Member, Lead, Opportunity & Opportunity Line Item — and AppGrid AI resolved it end-to-end and dropped the result in the grid, no SOQL or report-builder gymnastics required. This is an incredibly powerful feature. Instead of users having to perform time-consuming searches to answer critical business questions, AppGrid AI provides it with a click of a button.
Another example of an AI assisted query might be: "Plan my day" which may involve queries spanning Accounts, Opportunities, Quotes, Cases, Quotes, Task, Events, etc.
While AppGrid AI is resolving the question, it displays the questions it is asking itself and the steps it takes to answer the question.
Neither of these questions required any pre-configuration. That's the power and value of AppGrid AI.
Built for every skill level
Wizard mode — a guided three-step builder for business users: pick the object, add conditions in plain drop downs, preview, run. No training required.
Advanced mode — the full builder for power users: nested AND/OR condition groups, relationship tabs, match modes, parent fields.
Switch between Wizard and Advanced freely — your work carries over both ways.
Smart date handling — "this quarter," "last month," "within next 30 days" date literals— chosen from a list, evaluated at run time. A query saved as "closing this quarter" is always this quarter, not the quarter when you happened to build it.
Saved queries: Build once, benefit everyone
Every query can be saved and shared — and saved queries are load-bearing across AppGrid:
Your team runs them from the grid as one-click views of the truth.
AppGrid AI matches plain-English questions to them — when someone asks "show me the SLA violations," the AI recognizes your curated query and runs it, giving an AI answer with hand-built precision.
Enterprise grade under the hood
Built for volume. AppGrid comfortably loads 100,000+ records into a single working grid — the data sets that make list views give up and reports truncate. Present it in the optimal way using our group, pivot, treeGrid, timeSeries grid or Kanban views.
Bulk operations without the usual ceilings. Mass upserts and deletes are processed in managed batches behind the scenes, so your team isn't boxed in by the per-transaction limits that cap standard Salesforce mass actions. Update ten thousand rows the same way you'd update ten.
Every query — wizard, advanced, grouped, or AI-generated — executes as the running user under Salesforce's own object, field, and sharing rules.
Governor-safe. Multi-step queries are planned and bounded so complex questions run reliably inside Salesforce platform limits.
Transparent. Preview the plan before running; inspect what ran after.
Ready to query without limits?
See AppGrid query technology in action with a personalized demo for your team.
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