← ClaudeAtlas

salesforce-reportslisted

Create, clone, read, run, and delete Salesforce Reports from the command line via the Analytics REST API, driven by the Salesforce CLI (`sf`). Org-agnostic — works against any org you've authed with `sf`. Includes a `--setup` flow (installs the sf CLI if missing, saves a default org/API version, and an optional Global Company filter for GAM roles). Use when the user says "create a Salesforce report", "clone a report", "generate a report via sf CLI", "list/run/delete reports", "report API", or "Analytics REST reports".
eprouveze/claude-skills · ★ 0 · Data & Documents · score 78
Install: claude install-skill eprouveze/claude-skills
# Salesforce Reports Manage Salesforce **Reports** (the analytics object, not deploy/package "report" status commands) from the CLI. There is no native `sf report create` command — report CRUD lives in the **Analytics REST API** (`/services/data/vXX.0/analytics/reports`). This skill wraps that API through `sf api request rest`, which is the only path that authenticates correctly with the CLI's (masked) access token. Everything routes through one script: `scripts/sfreport.sh`. ## Quick start ```bash S=~/.claude/skills/salesforce-reports/scripts/sfreport.sh "$S" setup --org org62 # installs sf CLI if missing, saves config, checks auth "$S" list # all reports you can see "$S" types # report types (the 'type' you pass to create) "$S" get <id> --describe # a report's metadata (filters, columns, format) "$S" run <id> # run synchronously, return rows "$S" clone --from <id> --name "Copy of X" # most reliable way to create a report "$S" create --type <apiName> --name "New" \ --column <api> --filter '<col> <op> <value>' --group <api> # report with columns/filters "$S" delete <id> --yes # delete (HTTP 204 on success) "$S" --help # full reference ``` The script picks its target org from: `--org` flag → saved config (`setup`) → the sf CLI's configured `target-org`. ## Setup `sfreport.sh setup` is the front door: 1. **sf CLI presence.** If `sf` is missing, setup offers to install i