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.
March 16, 2026
Initial release. SF CLI + org metadata → Report Blueprint.
One-time purchase
$29
By continuing, you agree to the Buyer Terms of Service.
Details
- Type
- Skill
- Category
- Sales
- Price
- $29
- Version
- 1
- License
- One-time purchase
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