salesforce_upload_report_xml

Upload XML to create or update Salesforce reports directly. Specify report details like name, folder ID, or existing report ID. XML must follow Salesforce report metadata format for seamless integration.

Instructions

Upload XML to generate or update reports in Salesforce.

Examples:

Create a new report:
- reportName: "Monthly Sales Summary"
- folderId: "00l5e000000XXXXX" (optional - uploads to user's private reports by default)
- xmlContent: "<Report xmlns=..."
- isDeveloperName: false
Update existing report:
- reportId: "00O5e000000XXXXX"
- xmlContent: "<Report xmlns=..."

Note: XML must follow Salesforce report metadata format. For custom report types, ensure the report type exists in your org before uploading.

Input Schema

Name	Required	Description
`folderId`	No	Folder ID where the report should be saved (optional)
`isDeveloperName`	No	If true, reportName is treated as the API name instead of the display name
`reportId`	No	Report ID to update an existing report
`reportName`	No	Name for the new report (required for new reports)
`xmlContent`	Yes	XML content for the report in Salesforce report metadata format

Input Schema (JSON Schema)

{
  "properties": {
    "folderId": {
      "description": "Folder ID where the report should be saved (optional)",
      "optional": true,
      "type": "string"
    },
    "isDeveloperName": {
      "description": "If true, reportName is treated as the API name instead of the display name",
      "optional": true,
      "type": "boolean"
    },
    "reportId": {
      "description": "Report ID to update an existing report",
      "optional": true,
      "type": "string"
    },
    "reportName": {
      "description": "Name for the new report (required for new reports)",
      "optional": true,
      "type": "string"
    },
    "xmlContent": {
      "description": "XML content for the report in Salesforce report metadata format",
      "type": "string"
    }
  },
  "required": [
    "xmlContent"
  ],
  "type": "object"
}

Salesforce MCP Server

salesforce_upload_report_xml

Instructions

Input Schema

Input Schema (JSON Schema)

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