salesforce_list_analytics
List Salesforce reports or dashboards by type and optional name search. Get IDs, names, and metadata for use with describe or run analytics tools.
Instructions
List available Salesforce reports or dashboards. Returns IDs, names, and metadata. Use this to find IDs before describing or running them with salesforce_describe_analytics or salesforce_run_analytics.
Examples:
List recently viewed reports:
type: "report"
Search reports by name:
type: "report"
searchTerm: "Pipeline"
List recently viewed dashboards:
type: "dashboard"
Search dashboards by name:
type: "dashboard"
searchTerm: "Executive"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | Type of analytics resource to list: "report" or "dashboard" | |
| searchTerm | No | Search term to filter by name. If omitted, returns recently viewed items. |