Update a Nimble Query
Use Query Builder to edit the SOQL SELECT statement of an existing query.
User Permissions Needed
Query Builder Admin permission set.
- In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
- Click Queries.
- Select a list view—like All Queries.
- Click next to the query you want to modify and click Edit.
Make the desired changes.
If you remove a field from the query, a message displays letting you know it may be used by something in Salesforce. Removing a field from the query does not necessarily mean you are going to break anything, it is just a reminder to be sure.
Preview the results.
- Copy the query or click Save to update a query record to use with an AppExchange app like Nimble AMS or a customization.