salesforce-report-creator

What problem does it solve?

This Skill helps you reliably create and deploy Salesforce Reports when field references, report types, and API limitations (like column count) cause painful trial-and-error.

Core Features & Use Cases

• Generate and deploy custom report types for custom objects so you can control which fields are available for reporting and avoid misconfigured metadata.
• Create reports using either Metadata API (XML deploy) or Analytics REST API (POST/PATCH) with guidance on when to prefer REST for fewer field-reference failures.
• Apply Salesforce-specific constraints and naming rules including REST detailColumns limits (safe 99 cap), lookup/relationship naming conversions, and excluded fields that often break reports.
• Use cases include automating report generation through SF CLI, deploying report types, validating field mappings, and troubleshooting common Salesforce report creation errors.

Quick Start

Ask the AI to create a Salesforce report for a custom object using the Analytics REST API with a safe maximum of 99 columns and correct relationship field naming, authenticated via an existing SF CLI org alias.