Salesforce reporting agent
CREATED BY
AK
13 Templates
4.7k Views
LAST UPDATED
January 22, 2026SOLUTION
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?
1.
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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