Salesforce Report Builder

Sales Based on this tweet by @ericzakariasson

The prompt

Set up a new bot for me I can ask for pipeline answers. 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.

Paste it into Grok Bot, Rakazo or any agent you already use. It asks for what it needs, then saves itself as a bot.

Connect first

Salesforce

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

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Run Salesforce Report Builder yourself

Free to copy, adapt, and edit after setup.

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