Salesforce Reports

Q: What is a Claude Code skill and how does the Salesforce Reports skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Salesforce Reports is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Sales · Sub-category: crm-systems · Last updated: 2026-06-21

tool:salesforce

Create, clone, read, run, and delete Salesforce Reports from the command line via the Analytics REST API, driven by the Salesforce CLI (`sf`). Org-agnostic — works against any org you've authed with `sf`. Includes a `--setup` flow (installs the sf CLI if missing, saves a default org/API version, and an optional Global Company filter for GAM roles). Use when the user says "create a Salesforce report", "clone a report", "generate a report via sf CLI", "list/run/delete reports", "report API", or "Analytics REST reports".

Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Salesforce Reports includes a dedicated installation section; at least one code block. The SKILL.md runs to about 1,130 words, in the catalog's typical mid-range.

License: MIT
Original author: eprouveze
Indexed lastmod: 2026-06-21
Catalog position: Sales · crm-systems
Indexed related skills: 10

How Salesforce Reports fits the catalog

Salesforce Reports sits in the Sales category under the crm-systems sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

Manage Salesforce Reports (the analytics object, not deploy/package "report" status commands) from the CLI. There is no native sf report create command — report CRUD lives in the Analytics REST API (/services/data/vXX.0/analytics/reports). This skill wraps that API through sf api request rest, which is the only path that authenticates correctly with the CLI's (masked) access token.

What this skill does

Salesforce Reports is a community-contributed Claude Code skill in the crm-systems sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/salesforce-reports/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when the user says "create a Salesforce report", "clone a report", "generate a report via sf CLI", "list/run/delete reports", "report API", or "Analytics REST reports".

Who uses this skill

The Salesforce Reports Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 146,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/salesforce-reports
curl -L https://claudskills.com/skills/salesforce-reports/SKILL.md \
  -o ~/.claude/skills/salesforce-reports/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/salesforce-reports/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/salesforce-reports/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\salesforce-reports\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Salesforce Reports Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/salesforce-reports/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Salesforce Reports skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Salesforce Reports skill?

Use Salesforce Reports when your Claude Code task falls under the Sales category — specifically in the crm systems area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Salesforce Reports" or describe the task and let Claude pick). Browse related skills at /category/sales/.

What is a Claude Code skill and how does the Salesforce Reports skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Salesforce Reports is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/eprouveze/claude-skills/blob/HEAD/skills/salesforce-reports/SKILL.md
License: MIT
Author: eprouveze

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

eprouveze. (2026). Salesforce Reports [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/salesforce-reports/

BibTeX

@misc{salesforce-reports-2026,
  author    = {eprouveze},
  title     = {Salesforce Reports [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/salesforce-reports/}
}

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Badge

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Security scan

Grade A · scanned 2026-07-06 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
✓ Execution
✓ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/salesforce-reports/#security)

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