skills.rest
takusaotome
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salesforce-report-creator

Generate Salesforce report metadata and deploy via Metadata or Analytics REST APIs.

5|4|Updated Nov 9, 2025
Search Tags:#salesforce#metadata api#sf cli#report creation#analytics rest api#custom report types#field naming rules
One-click install
npx skills add https://github.com/takusaotome/claude-skills-library --skill salesforce-report-creator
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: salesforce-report-creator
Source: https://github.com/takusaotome/claude-skills-library/tree/main/skills/salesforce-report-creator
Command: npx skills add https://github.com/takusaotome/claude-skills-library --skill salesforce-report-creator

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires urllib.request, subprocess, json, and includes scripts (resource) and references (resource) and assets (resource) components.

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.

Frequently Asked Questions about salesforce-report-creator

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Salesforce report creation via CLI?▼

Salesforce report creation is automated via SF CLI by generating custom report types and deploying report metadata through the Metadata API or Analytics REST API, handling field selection and naming conversions automatically.

Metadata API vs Analytics REST API for Salesforce reports, which is better?▼

The Analytics REST API is preferred for Salesforce reports to reduce field-reference failures, using POST and PATCH endpoints with structured reportMetadata payloads, while the Metadata API deploys XML for custom report types.

Why does Salesforce report creation fail with too many columns?▼

Salesforce report creation fails when exceeding the detailColumns limit, so a safe maximum cap of 99 columns is enforced for Analytics REST API calls to prevent deployment errors.

How do I handle lookup and relationship field naming for custom object reports?▼

Lookup and relationship field naming conversions are applied automatically during Salesforce report creation, ensuring reportType API names use the correct __c suffixes for custom objects.

Can I deploy custom report types for custom objects using SF CLI?▼

Yes, custom report types for custom objects are deployed using SF CLI by generating and validating metadata with correct field mappings, API name suffixes, and structured payloads.

What causes common Salesforce report errors and how do I troubleshoot them?▼

Common Salesforce report errors stem from misconfigured metadata, invalid field references, and exceeding column limits, which are troubleshooted by enforcing naming rules, detailColumns caps, and proper reportType configurations.

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