AI Agent for Building Salesforce Reports

The Challenge

Building Salesforce reports requires understanding report types, selecting correct filters, configuring groupings, and adding summary formulas. Business users often can't build the reports they need without admin help, and admins spend significant time on report requests that could be self-service.

How Clientell Automates This

Clientell AI generates Salesforce reports from plain English descriptions. Describe what data you want to see, how it should be grouped, and what metrics to calculate, and Clientell creates the complete report configuration ready for deployment.

How It Works

1. 1

   Describe the data you need

   Tell Clientell what information you want in the report: objects, fields, filters, groupings, and any calculations or summaries.

2. 2

   AI generates the report

   Clientell selects the correct report type, applies filters, configures groupings, and adds summary formulas or custom summary fields as needed.

3. 3

   Review report configuration

   Preview the report structure (columns, filters, groupings, and chart configuration) before saving to your org.

4. 4

   Deploy and share

   Save the report to your org in the appropriate folder and optionally share it with specific users or groups.

Frequently Asked Questions

Can it build reports across multiple objects?

Yes. Clientell can create reports using custom report types that span multiple objects, such as Accounts with Opportunities, or Contacts with Cases, to combine data from related records.

Does it support summary formulas?

Yes. Clientell can add custom summary formulas to reports for calculated metrics like conversion rates, averages, or weighted values.

Can I add charts to the generated reports?

Yes. Describe the visualization you want (bar chart, pie chart, line graph) and Clientell configures the report chart component accordingly.

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