analyze
Run analytics on Salesforce objects: group by categorical fields, aggregate numeric fields, and compute custom expressions.
Instructions
Run analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type metadata for validation.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| object | Yes | Salesforce object API name (e.g., Opportunity, Account, Lead) | |
| filter | No | SOQL WHERE clause (e.g., "StageName = 'Closed Won' AND Amount > 100000") | |
| groupBy | No | Field to group by (must be picklist, boolean, or similar categorical field) | |
| compute | No | Computed expressions (max 5). Format: name = expr. E.g., ["win_rate = won / total * 100"] | |
| maxGroups | No | Max groups to return (default: 20) |