Salesforce Reporting Copilot

Generate a Report Blueprint from real Salesforce org metadata. Given an org and a reporting question, map the right objects, fields, and relationships — then produce a blueprint you can build in Salesforce Report Builder immediately.

Workflow

Step 1 — Authenticate and pull org metadata

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See references/cli-reference.md for full command patterns, flags, and troubleshooting.

Step 2 — Map the reporting question to objects

Given the user's question (e.g. "I want to see which volunteers are missing certifications"):

1. 1. Identify the primary object (the thing being counted or filtered)
2. Identify related objects needed via lookup/master-detail joins
3. Note any formula fields or rollup summaries that pre-aggregate the data
4. Flag any missing fields or relationships that would require a new custom field

See references/object-mapping.md for common Salesforce object patterns and report type selection guidance.

Step 3 — Produce the Report Blueprint

Output a structured blueprint:

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Constraints

• - Run sf sobject describe before making field claims — never assume field API names
• If the user's question can't be answered with existing fields, say so clearly and suggest what needs to be built
• Do not fabricate object or field names; always pull from live org metadata
• If the user has no SF CLI auth configured, walk them through sf org login web first (see references/cli-reference.md)