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Salesforce Report Builder

Sales 0 copies Based on this post by @ericzakariasson · View source

The prompt

Give me pipeline answers on demand. Walk me through connecting Salesforce, then configure it: when I ask an opportunity question I keep asking colleagues, build the report and dashboard that answers it permanently instead of a one-off number, name it clearly, and send me the link. Ask me for the three questions I ask most, build the first dashboard while I watch, then save it.

Connect first

Salesforce

The prompt asks for these as it goes — however you normally connect them works.

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How to use this prompt

  1. Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
  2. Paste it into your agent. Answer the setup questions and connect the required tool when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @ericzakariassonView post by @ericzakariasson on X

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