platform-custom-report-type-generate

platform-custom-report-type-generate is a skill for Claude Code from forcedotcom/sf-skills. It costs 139 tokens per session (3,293 once invoked), scanned A, original, Apache-2.0.

A generator for Salesforce custom report types, which define the records, relationships, and fields available when users build reports.

In plain words
What is it for?
Setting up reporting across related custom objects and controlling which fields and records appear in report builders.
Why use it?
It makes related custom data available in a focused reporting structure instead of forcing every report to start from raw objects.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the salesforce-development plugin — 37 skills, 13 commands, 2 agents, 3 MCP servers shipped together

Good fit Setting up reporting across related custom objects and controlling which fields and records appear in report builders.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/forcedotcom/sf-skills/platform-custom-report-type-generate
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add forcedotcom/sf-skills --skill platform-custom-report-type-generate
Clone the repo
git clone --depth 1 https://github.com/forcedotcom/sf-skills

Made for: Claude Code.

Or install salesforce-development, the plugin that ships this one along with the rest of its 37 skills, 13 commands, 2 agents, 3 MCP servers.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for platform-custom-report-type-generate

README.md
[![agentmods](https://agentmods.dev/badge/skills/forcedotcom/sf-skills/platform-custom-report-type-generate/github.svg)](https://agentmods.dev/skills/forcedotcom/sf-skills/platform-custom-report-type-generate)
Your own site
<a href="https://agentmods.dev/skills/forcedotcom/sf-skills/platform-custom-report-type-generate"><img src="https://agentmods.dev/badge/skills/forcedotcom/sf-skills/platform-custom-report-type-generate/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for platform-custom-report-type-generate

Your own site · 80×15
<a href="https://agentmods.dev/skills/forcedotcom/sf-skills/platform-custom-report-type-generate"><img src="https://agentmods.dev/badge/skills/forcedotcom/sf-skills/platform-custom-report-type-generate.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 139 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,293 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Socket pass 19 Aug 2026
  • Snyk pass 19 Aug 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00139 $0.03293
Opus 5 $0.00069 $0.01647
Sonnet 5 $0.00028 $0.00659
Haiku 4.5 $0.00014 $0.00329

Measured 6d ago against content hash 4562e910106a, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

platform-custom-report-type-generate scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/builder/salesforce-development/skills/platform-custom-report-type-generate/SKILL.md · 261 lines

How it starts

The opening of the file, as written. The whole thing — 261 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Specification

Salesforce Custom Report Type Metadata Knowledge

Overview

Custom Report Types (CRTs) define the data framework for Salesforce reports. They specify a primary object, up to 3 related objects, the relationship (join) between them, and which fields are available in the report builder.

Purpose

  • Enable reporting across custom objects and custom relationships not covered by standard report types
  • Curate a focused set of fields for report builders (including fields reached via lookup)
  • Control inner/outer join behavior to include or exclude primary records without related records

Configuration

File extension: .reportType-meta.xml. The file basename is the report type's developer name (e.g. AccountsWithProjects.reportType-meta.xml). Each CRT is a single file, not nested under an object folder.

Key Elements

Top-level <ReportType> children:

Element Required Notes
<fullName> Yes API identifier; must match the file name. Letters, numbers, underscores; must begin with a letter; no spaces; no trailing underscore; no consecutive underscores
<label> Yes Human-friendly name shown in the report type picker
<description> Recommended State the business "why" — who uses this and what they learn
<baseObject> Yes API name of the primary object (e.g. Account, Project__c). Cannot be changed after initial creation. All objects, including custom and external, are supported (external objects from API 38.0+)
<category> Recommended Report builder category — see references/category-values.md
<deployed> Yes true to expose to users; false while building/iterating
<join> Conditional Adds a related object and its join behavior. Nest further <join> blocks for deeper relationships
<sections> Recommended Groups of columns available to the report type. Though not strictly required, a report without columns isn't useful

Read the full file on GitHub · 261 lines

Files

What ships with it

5 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen · 261 lines · 139 tokens per session scan A 4562e910106a

Subscribe to this mod's changes

platform-custom-report-type-generate is a skill published in the GitHub repository forcedotcom/sf-skills (978 stars, last pushed yesterday), licensed Apache-2.0. It adds 139 tokens to every session and 3,293 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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