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salesforce-reporting-copilot

by breynol01

Generate a Salesforce report blueprint from real org metadata. Use this skill when someone asks to build a report in Salesforce, understand how to query their org's data, map objects to a reporting question, or get started with SFDC CLI metadata pulls. Triggers on phrases like "build a Salesforce report", "how do I report on X in Salesforce", "pull Salesforce metadata", "what objects do I need for this report", "SFDC CLI setup", "understand my org schema", or "create a report blueprint".

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安装

claude skill add --url github.com/openclaw/skills/tree/main/skills/breynol01/salesforce-reporting-copilot

文档

Salesforce Reporting Copilot

Generate a Report Blueprint from real Salesforce org metadata. Given an org and a reporting question, map the right objects, fields, and relationships — then produce a blueprint you can build in Salesforce Report Builder immediately.

Workflow

Step 1 — Authenticate and pull org metadata

bash
# Verify CLI auth
sf org list

# Pull object list
sf sobject list --target-org <alias>

# Describe a specific object (fields, relationships, picklists)
sf sobject describe --sobject <ObjectName> --target-org <alias>

# Pull report types available in the org
sf data query --query "SELECT Id, Name, BaseObject FROM ReportType LIMIT 200" --target-org <alias>

See references/cli-reference.md for full command patterns, flags, and troubleshooting.

Step 2 — Map the reporting question to objects

Given the user's question (e.g. "I want to see which volunteers are missing certifications"):

  1. Identify the primary object (the thing being counted or filtered)
  2. Identify related objects needed via lookup/master-detail joins
  3. Note any formula fields or rollup summaries that pre-aggregate the data
  4. Flag any missing fields or relationships that would require a new custom field

See references/object-mapping.md for common Salesforce object patterns and report type selection guidance.

Step 3 — Produce the Report Blueprint

Output a structured blueprint:

code
## Report Blueprint: [Question]

**Report Type:** [Standard or custom report type name]
**Primary Object:** [e.g. Contact]
**Related Objects:** [e.g. Account (lookup), Certification__c (child)]

### Columns
| Field Label | API Name | Object | Notes |
|---|---|---|---|
| Full Name | Name | Contact | |
| Certification Status | Certification_Status__c | Certification__c | May need custom field |

### Filters
- [Field]: [Operator] [Value]

### Grouping / Summary
- Group by: [Field]
- Summary: [Count/Sum/etc.]

### Gaps / Blockers
- [Any missing fields, permissions, or relationships]

Constraints

  • Run sf sobject describe before making field claims — never assume field API names
  • If the user's question can't be answered with existing fields, say so clearly and suggest what needs to be built
  • Do not fabricate object or field names; always pull from live org metadata
  • If the user has no SF CLI auth configured, walk them through sf org login web first (see references/cli-reference.md)