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platform-custom-report-type-generate

forcedotcom/sf-skills

Use to create, generate, or validate Salesforce Custom Report Type metadata. Trigger on custom report types, CRTs, cross-object reports, report builder data sources, exposing fields for reporting across related objects, inner vs outer joins in reports, report type categories, or deployment errors for .reportType-meta.xml files. Do NOT trigger for running, editing, or filtering existing reports; creating report folders, dashboards, or list views; or non-authoring reporting questions.

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安装命令

npx skills add https://github.com/forcedotcom/sf-skills --skill platform-custom-report-type-generate

SKILL.md

Specification

Salesforce Custom Report Type Metadata Knowledge

Overview

Custom Report Types (CRTs) define the data framework for Salesforce reports. They specify a primary object, up to 3 related objects, the relationship (join) between them, and which fields are available in the report builder.

Purpose

  • Enable reporting across custom objects and custom relationships not covered by standard report types
  • Curate a focused set of fields for report builders (including fields reached via lookup)
  • Control inner/outer join behavior to include or exclude primary records without related records

Configuration

File extension: .reportType-meta.xml. The file basename is the report type's developer name (e.g. AccountsWithProjects.reportType-meta.xml). Each CRT is a single file, not nested under an object folder.

Key Elements

Top-level <ReportType> children:

相关 Skills

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