Salesforce reporting agent

CREATED BY

Aron Korenblit

12 Templates

4.2k Views

LAST UPDATED

January 22, 2026

SOLUTION

Sales

TOOLS

Replaying Salesforce reporting agent chat...

DESCRIPTION

This agent can retrieve information from Salesforce and generate beautiful HTML reports. You can use it to only generate reports or more broadly as a way to retrieve information from Salesforce.

HOW DO YOU SET THIS UP?

Update instructions

The instructions currently only have the email styling. You can update the instructions with how your SFDC is structured or with the steps you want the agent to take.

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