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UI & Access

Create Salesforce Reports and Dashboards with AI

Reports and dashboards are how executives see ROI. But building them requires knowing report types, custom report types, cross-filters, and bucket fields. SF Agent generates the metadata so you get the visualization you described.

Manual
15-45 min per report + dashboard
With SF Agent
~3 min

The Manual Way

  1. 1Navigate to Reports → New Report → choose report type
  2. 2Add columns, filters, and groupings
  3. 3Configure chart type and summary formulas
  4. 4Save in a folder with appropriate sharing
  5. 5Create a Dashboard → add components → point each to a report
  6. 6Configure component size, chart type, and drill-down
  7. 7Set dashboard running user and refresh schedule

With SF Agent

  1. 1Describe what data you want to see and how it should be grouped
  2. 2SF Agent generates report metadata with filters and groupings
  3. 3Dashboard components with chart types are auto-generated
  4. 4Folder creation and access are handled automatically

Example

You type:

“Create a report showing open Opportunities by Stage, grouped by Owner, with a bar chart. Add it to a Sales Dashboard.”

SF Agent generates:
  • ✓Report: Open_Opportunities_By_Stage (Matrix)
  • ✓Filters: IsClosed = false
  • ✓Row Grouping: Owner.Name, Column Grouping: StageName
  • ✓Chart: Stacked Bar
  • ✓Dashboard Component: added to Sales_Dashboard

Stop clicking through Setup

Describe your salesforce reports and dashboards in plain English. SF Agent handles the rest.

Start Free Trial — 30 Days, 15 Prompts

No credit card required for SF Agent. Bring your own API key.

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Create Salesforce Reports and Dashboards with AI | SF Agent