Salesforce Reporting Copilot
SkillSkill
Give your agent a Salesforce org and a question. Get a Report Blueprint you can build today.
About
Stop guessing at object names and field labels. This skill connects your AI agent to the Salesforce CLI, pulls live metadata from your org, maps your reporting question to real objects and fields, and hands you a complete Report Blueprint — filter logic, groupings, columns, and summary fields — ready to build in Report Builder or deploy via Metadata API.
Built from a real Salesforce deployment. Works on any org.
Core Capabilities
- Pull live metadata from any Salesforce org via SF CLI
- Map natural-language reporting questions to real SF objects and fields
- Generate a complete Report Blueprint with filters, groupings, columns, and summaries
- Works with standard and custom objects
- Includes Salesforce CLI setup and authentication guide
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Version History
This skill is actively maintained.
April 3, 2026
Weekly update — 2026-04-03
March 27, 2026
v2.1: added picklist audit, scheduled Apex, MFA posture check, license usage, profile access review, duplicate management
March 27, 2026
Weekly update — 2026-03-27
March 21, 2026
Version test — verifying publish pipeline
March 18, 2026
March 17, 2026
Initial release.
One-time purchase
$29
By continuing, you agree to the Buyer Terms of Service.
Creator
Benjamin Reynolds
Revenue operations consultant building AI agents that do the actual work
I ship Salesforce automation, reporting, and admin tooling — the kind of stuff that takes an admin half a day and an agent five minutes.
View creator profile →Details
- Type
- Skill
- Category
- Sales
- Price
- $29
- Version
- 6
- License
- One-time purchase
Works With
Works with OpenClaw, Claude Projects, Custom GPTs and other instruction-friendly AI tools.
Works great with
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