Create Salesforce Report
sf_create_reportCreate Salesforce reports programmatically, selecting format, columns, and filters. Supports Tabular, Summary, Matrix, and Joined types, with saving to a specified or personal folder.
Instructions
Creates a Salesforce Report using the Report metadata type. Supports Tabular, Summary, Matrix, and Joined formats. Specify the report type (e.g., Accounts, Opportunities), columns to display, and optional filters. Reports are created in the specified folder or your personal folder by default.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Report display name | |
| format | No | Report format | Tabular |
| columns | Yes | Field API names to include as columns, e.g. ['ACCOUNT_NAME', 'ANNUAL_REVENUE'] | |
| filters | No | Report filters | |
| folderName | No | Folder API name for the report | |
| reportName | Yes | Report API name | |
| reportType | Yes | Report type API name, e.g. 'Account', 'Opportunity', 'AccountList' | |
| description | No | Report description | |
| groupByField | No | Field to group by (Summary/Matrix formats) |