Query Builder (Simple Mode)

Overview

The Query Builder (Simple Mode) provides an intuitive, no-code way to find files in Salesforce. Use dropdown filters to build your query visually - FileFetch automatically generates the SOQL query for you.

Simple Mode is perfect for users who aren’t familiar with SOQL or want a faster way to build common queries. For advanced queries, use Power Mode.

Export Type Selection

Before querying, choose what type of files to export:

Files (ContentVersion)
Attachments

Modern Salesforce FilesExport files stored in Salesforce Files (the modern file storage system).

Object: ContentVersion
Use For: Files attached to records after Winter ‘12
Features: Version control, rich metadata, superior organization
Common Use Cases: Documents on Accounts, Cases, Opportunities, custom objects

The export type determines which Salesforce object is queried and which filters are available. You can switch between types at any time.

Quick Filters

Quick Filters provide the most common filtering options. These filters automatically update the generated SOQL query.

Date Range Filter

Filter files by when they were created:

Option	Description	SOQL
Any	No date filter (default)	(none)
Last 7 Days	Files created in the last week	`CreatedDate = LAST_N_DAYS:7`
Last 30 Days	Files created in the last month	`CreatedDate = LAST_N_DAYS:30`
Last 90 Days	Files created in the last quarter	`CreatedDate = LAST_N_DAYS:90`
This Year	Files created this calendar year	`CreatedDate = THIS_YEAR`
Last Year	Files created last calendar year	`CreatedDate = LAST_YEAR`

Date filters use the CreatedDate field. To filter by modification date, use Power Mode with LastModifiedDate.

File Type Filter

Filter by common file extensions:

Option	Extensions	Example Files
Any	All file types	All files
PDFs	`.pdf`	Reports, contracts, forms
Word Documents	`.doc`, `.docx`	Letters, proposals, documentation
Excel Spreadsheets	`.xls`, `.xlsx`	Data sheets, financial reports
Images (PNG/JPG/GIF)	`.png`, `.jpg`, `.jpeg`, `.gif`	Photos, screenshots, diagrams
PowerPoint	`.ppt`, `.pptx`	Presentations, slide decks

For Files (ContentVersion), this filters the FileExtension field.For Attachments, this filters the Name field using pattern matching (e.g., Name LIKE '%.pdf').

File Size Filter

Filter files by size:

Option	Size Range	SOQL Condition
Any	All sizes	(none)
Small	Less than 1MB	`ContentSize < 1048576`
Medium	1MB to 10MB	`ContentSize >= 1048576 AND ContentSize <= 10485760`
Large	Greater than 10MB	`ContentSize > 10485760`

For Files, uses ContentSize field (bytes)
For Attachments, uses BodyLength field (bytes)

Filter files attached to specific Salesforce objects:

Important: This filter works differently than the others!FileFetch uses a two-query approach:

First, queries the selected object (e.g., Account) to get Record IDs
Then, queries files linked to those records via ContentDocumentLink

This ensures you only get files attached to the selected object type.

Available objects:

All Objects - No filtering by parent object
Accounts - Files on Account records
Contacts - Files on Contact records
Opportunities - Files on Opportunity records
Cases - Files on Case records
Leads - Files on Lead records

To filter by custom objects or use additional criteria (e.g., “Accounts in California”), use Power Mode.

Advanced Filters

Click Show More Filters to access additional filtering options:

Version Filter (Files Only)

Choose which file versions to include:

Latest Only (default) - Only the most recent version of each file
- Adds IsLatest = true to the query
- Recommended for most exports
All Versions - Include all historical versions
- No version filter applied
- Use when you need version history

This filter only applies to Files (ContentVersion). Attachments don’t have versions.

Title/Name Contains

Search for files with specific text in their name:

For Files: Searches the Title field
For Attachments: Searches the Name field
Matching: Case-insensitive, partial match
SOQL: Title LIKE '%searchterm%'

Example: Entering “invoice” will find:

Invoice_2024.pdf
Customer Invoice - March.docx
INVOICE-FINAL.xlsx

Result Limit

Control how many results to return:

Limit	Use Case
50	Quick previews, testing queries
100	Default for most queries
200	Moderate-sized exports
500	Large exports
1000	Maximum single query

If you need more than 1000 files, consider:

Using more specific filters to narrow results
Running multiple queries with different date ranges
Using CSV Import if you have a list of file IDs

Generated Query Preview

As you adjust filters, the Generated Query section shows the SOQL that will be executed:

SELECT Id, Title, ContentDocumentId, FileExtension,
       ContentSize, CreatedDate, LastModifiedDate
FROM ContentVersion
WHERE IsLatest = true
  AND CreatedDate = LAST_N_DAYS:30
  AND FileExtension = 'pdf'
  AND ContentSize < 1048576
LIMIT 100

The preview is read-only in Simple Mode. To edit the query directly, switch to Power Mode.

Running Your Query

Set Your Filters

Choose the filters that match the files you want to export

Review Generated Query

Check the query preview to ensure it matches your intent

Execute

Click Run Query or press ⌘/Ctrl + EnterFileFetch will:

Execute the SOQL query against Salesforce
Retrieve matching file metadata
Display results in the table below

Review Results

The results table shows:

File title/name
Extension
Size
Created date
Last modified date
Select checkboxes for export

Example Queries

Here are common filter combinations:

All PDFs from the last 30 days

Filters:

Date Range: Last 30 Days
File Type: PDFs
File Size: Any
Related Object: All Objects

Use Case: Recent contract documents, reports

Large images on Opportunities

Filters:

Date Range: Any
File Type: Images (PNG/JPG/GIF)
File Size: Large (>10MB)
Related Object: Opportunities

Use Case: High-resolution product photos, diagrams

All Word documents this year

Filters:

Date Range: This Year
File Type: Word Documents
File Size: Any
Related Object: All Objects

Use Case: Annual documentation export

Small files on Cases (last 90 days)

Filters:

Date Range: Last 90 Days
File Type: Any
File Size: Small (<1MB)
Related Object: Cases

Use Case: Customer support ticket attachments

Excel spreadsheets with 'Report' in the title

Filters:

Date Range: Any
File Type: Excel Spreadsheets
File Size: Any
Related Object: All Objects
Advanced: Title Contains: “Report”

Use Case: Finding all reports across the org

Switching to Power Mode

Need more control? Switch to Power Mode:

Toggle Power Mode switch in the query editor header
The visual filters will be replaced with a SOQL editor
Your generated query will be pre-filled
Edit the query directly with full SOQL syntax

Switching to Power Mode disables the visual filters. You’ll need to write SOQL manually. Switch back to Simple Mode to use filters again (this will reset your query).

Tips & Best Practices

Start Broad, Then Narrow

Begin with loose filters, then add more constraints based on results

Use Date Filters First

Date filtering is the fastest way to reduce result set size

Test in Sandbox

Try your queries in a Sandbox environment before Production

Monitor Result Count

If you hit the limit, add more specific filters

Limitations

Simple Mode has some limitations compared to Power Mode:

Feature	Simple Mode	Power Mode
Visual Filters	✅ Yes	❌ No
Custom SOQL	❌ No	✅ Yes
Field Selection	❌ Fixed fields	✅ Choose any fields
Complex WHERE Clauses	❌ No	✅ Yes (AND, OR, NOT)
Subqueries	❌ No	✅ Yes
Custom Object Filters	❌ Limited to 5 standard	✅ Any object
ORDER BY	❌ No	✅ Yes
GROUP BY	❌ No	✅ Yes

For advanced use cases, see Power Mode.

Next Steps

Power Mode

Write custom SOQL queries for advanced filtering

CSV Import

Upload a CSV with specific file IDs to export

Export Configuration

Configure how files are organized and named

SOQL Examples

Common query patterns and templates

Querying Files

Exporting Files

Overview

Export Type Selection

Quick Filters

Date Range Filter

File Type Filter

File Size Filter

Advanced Filters

Version Filter (Files Only)

Title/Name Contains

Result Limit

Generated Query Preview

Running Your Query

Example Queries

Switching to Power Mode

Tips & Best Practices

Start Broad, Then Narrow

Use Date Filters First

Test in Sandbox

Monitor Result Count

Limitations

Next Steps

Power Mode

CSV Import

Export Configuration

SOQL Examples

Querying Files

Exporting Files

​Overview

​Export Type Selection

​Quick Filters

​Date Range Filter

​File Type Filter

​File Size Filter

​Related Object Filter

​Advanced Filters

​Version Filter (Files Only)

​Title/Name Contains

​Result Limit

​Generated Query Preview

​Running Your Query

​Example Queries

​Switching to Power Mode

​Tips & Best Practices

Start Broad, Then Narrow

Use Date Filters First

Test in Sandbox

Monitor Result Count

​Limitations

​Next Steps

Power Mode

CSV Import

Export Configuration

SOQL Examples

Overview

Export Type Selection

Quick Filters

Date Range Filter

File Type Filter

File Size Filter

Related Object Filter

Advanced Filters

Version Filter (Files Only)

Title/Name Contains

Result Limit

Generated Query Preview

Running Your Query

Example Queries

Switching to Power Mode

Tips & Best Practices

Limitations

Next Steps