← Back to Skills Marketplace
Salesforce Reporting Copilot
by
Benjamin Reynolds
· GitHub ↗
· v1.0.0
· MIT-0
236
Downloads
0
Stars
0
Active Installs
1
Versions
Install in OpenClaw
/install salesforce-reporting-copilot
Description
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 thei...
Usage Guidance
This skill appears to do what it says: it runs Salesforce CLI commands to inspect an org and build a report blueprint. Before installing/using it: (1) ensure 'sf' is installed from an official source and you understand which org alias the CLI is authenticated to; (2) do not run the skill against production or sensitive orgs without explicit approval — queries and describe outputs can expose metadata and data; (3) confirm the agent will not forward query results to external services you don't trust; (4) if you want to limit risk, disable autonomous invocation or require explicit user confirmation before running commands that access orgs; (5) review any output files (e.g., saved describe JSON) for sensitive fields before sharing.
Capability Analysis
Type: OpenClaw Skill
Name: salesforce-reporting-copilot
Version: 1.0.0
The skill utilizes the Salesforce CLI (sf) to perform high-privilege operations including metadata discovery, SOQL queries, and authentication (sf org login). While these capabilities are necessary for the stated purpose of generating Salesforce report blueprints, they represent a significant risk as they could be repurposed for data exfiltration or unauthorized access if the agent is manipulated. Additionally, references/object-mapping.md contains hardcoded schema details and RecordType IDs for a specific organization ('AYSO'), which is unusual for a general-purpose tool and suggests a lack of generic input handling.
Capability Assessment
Purpose & Capability
Name/description match the runtime instructions: the SKILL.md exclusively uses the 'sf' CLI to list orgs, describe sobjects, run SOQL, and pull report types. Requiring the 'sf' binary is appropriate and proportional.
Instruction Scope
Instructions tell the agent to run sf commands against whatever org the local CLI is authenticated to and to read/write describe/query outputs (e.g., saving describe JSON to a file). The instructions do not reference unrelated files, env vars, or external endpoints, but they will access live org metadata and potentially record query output — ensure explicit user consent before running against sensitive/production orgs.
Install Mechanism
No install spec or downloaded code — instruction-only skill. This is the lowest install risk: nothing is written to disk by the skill itself beyond what the 'sf' CLI user commands do.
Credentials
The skill requests no environment variables or credentials in its metadata, which is appropriate. However, it depends on the local 'sf' CLI authentication (which stores tokens/config on disk). The agent will act with whatever org access the CLI has — verify the intended target org and that the CLI auth is least-privilege.
Persistence & Privilege
always is false and the skill does not declare elevated persistence or request modification of other skills or global agent config. Model invocation is allowed (normal); consider user policies if you do not want autonomous agent runs to execute CLI commands against orgs without explicit approval.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install salesforce-reporting-copilot - After installation, invoke the skill by name or use
/salesforce-reporting-copilot - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Salesforce Reporting Copilot v1.0.0
- Initial release of the skill.
- Generates Salesforce report blueprints using real org metadata.
- Maps user reporting questions to relevant Salesforce objects, fields, and relationships.
- Guides users through authenticating, pulling metadata, and mapping data for reporting.
- Provides clear constraints: only works with live metadata, avoids assumptions, and assists users with SF CLI setup if needed.
Metadata
Frequently Asked Questions
What is Salesforce Reporting Copilot?
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 thei... It is an AI Agent Skill for Claude Code / OpenClaw, with 236 downloads so far.
How do I install Salesforce Reporting Copilot?
Run "/install salesforce-reporting-copilot" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Salesforce Reporting Copilot free?
Yes, Salesforce Reporting Copilot is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Salesforce Reporting Copilot support?
Salesforce Reporting Copilot is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Salesforce Reporting Copilot?
It is built and maintained by Benjamin Reynolds (@breynol01); the current version is v1.0.0.
More Skills