How to Query Contact Fields from an Opportunity?

How to Query Contact Fields from an Opportunity?

On July 13, 2025, Posted by , In Salesforce Technical Questions,SOQL, With Comments Off on How to Query Contact Fields from an Opportunity?
How to Query Contact Fields from an Opportunity

Question:

I need to retrieve a list of opportunities, including a related contact’s name. Each Opportunity has a lookup field called CPA_Contact__c, which stores the ID of a Contact record. I want to include Contact.Name in my query results based on the Contact ID stored in CPA_Contact__c.

I attempted the following query, but it does not work as expected:

SELECT Id, AccountId, Account.Name, Account.Website, 
    (SELECT Name FROM Contact WHERE Id = Parent.CPA_Contact__c), 
    CloseDate, Name, 
    Offering_Type__c, StageName, legal_entity_name__c, notes__c 
FROM Opportunity 
WHERE CloseDate >= 2023-01-01 AND CloseDate <= 2023-12-31

Is there a way to achieve this in a single SOQL query?

Answer:

To retrieve the Contact’s name from the lookup field CPA_Contact__c, use a relationship query. Instead of a subquery, reference the related field using the relationship name CPA_Contact__r.

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The correct query is:

SELECT 
    CloseDate, Name, Offering_Type__c, StageName, Legal_Entity_Name__c, Notes__c, 
    CPA_Contact__r.Name 
FROM Opportunity 
WHERE CloseDate >= 2023-01-01 AND CloseDate <= 2023-12-31

Explanation :

This SOQL query retrieves Opportunity records where the CloseDate falls within the year 2023. It selects fields from the Opportunity itself, including CloseDate, Name, Offering_Type__c, StageName, Legal_Entity_Name__c, and Notes__c, along with the Name of the related Contact through the lookup field CPA_Contact__c, accessed using CPA_Contact__r.Name. The _r notation signifies a relationship query, allowing retrieval of fields from the related Contact record.

In SOQL, lookup relationships are accessed using the format relationshipName.fieldName. Since CPA_Contact__c is a lookup to Contact, its relationship name is CPA_Contact__r, which allows retrieving fields from the related Contact record.

Summing Up

In Salesforce SOQL, when you need to pull related fields from a lookup relationship, you can reference the related object’s fields using the relationship name followed by the field name. For instance, in the case of the CPA_Contact__c lookup on the Opportunity object, you can access the Contact’s Name by using CPA_Contact__r.Name. This allows you to include related fields in a single query without using a subquery, simplifying the query structure and ensuring accurate data retrieval.

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