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Salesforce Reporting Copilot

作者 Benjamin Reynolds · GitHub ↗ · v1.0.0 · MIT-0
cross-platform ⚠ suspicious
236
总下载
0
收藏
0
当前安装
1
版本数
在 OpenClaw 中安装
/install salesforce-reporting-copilot
功能描述
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...
安全使用建议
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.
功能分析
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.
能力评估
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.
如何使用
  1. 确保已安装 OpenClaw(本地或 Docker 部署)
  2. 在对话框中输入安装命令:/install salesforce-reporting-copilot
  3. 安装完成后,直接呼叫该 Skill 的名称或使用 /salesforce-reporting-copilot 触发
  4. 根据 Skill 的参数说明提供必要输入,即可获得结构化输出
版本历史
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.
元数据
Slug salesforce-reporting-copilot
版本 1.0.0
许可证 MIT-0
累计安装 0
当前安装数 0
历史版本数 1
常见问题

Salesforce Reporting Copilot 是什么?

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... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件,目前累计下载 236 次。

如何安装 Salesforce Reporting Copilot?

在 OpenClaw 或 Claude Code 对话框中运行命令「/install salesforce-reporting-copilot」即可一键安装,无需额外配置。

Salesforce Reporting Copilot 是免费的吗?

是的,Salesforce Reporting Copilot 完全免费,采用 MIT-0 许可证,可自由下载、安装和使用。

Salesforce Reporting Copilot 支持哪些平台?

Salesforce Reporting Copilot 跨平台运行,可在任意部署了 OpenClaw / Claude Code 的环境中使用(cross-platform)。

谁开发了 Salesforce Reporting Copilot?

由 Benjamin Reynolds(@breynol01)开发并维护,当前版本 v1.0.0。

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