salesforce_describe_analytics
Get metadata details of Salesforce reports or dashboards: columns, groupings, filters, aggregates for reports; components, filters, layout for dashboards. Understand structure before running analytics.
Instructions
Get detailed metadata for a Salesforce report or dashboard.
For reports: returns columns, groupings, filters, aggregates, date filter, and available filter operators. Use this to understand a report's structure before running it with salesforce_run_analytics.
For dashboards: returns component list (headers, visualization types, associated report IDs), filters, running user, and layout info.
Examples:
Describe a report:
type: "report"
resourceId: "00Oxx000000XXXXX"
Describe a dashboard:
type: "dashboard"
resourceId: "01Zxx000000XXXXX"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | Type of analytics resource: "report" or "dashboard" | |
| resourceId | Yes | The 15 or 18-character Salesforce report or dashboard ID |