platform-report-generate

platform-report-generate is a skill for Claude Code, Codex from forcedotcom/sf-skills. It costs 175 tokens per session (2,067 once invoked), scanned A, original, Apache-2.0.

A guide for creating Salesforce Lightning Report metadata: XML files that define which Salesforce data a report shows, how it is grouped, and which filters it uses.

In plain words
What is it for?
It is for generating tabular, summary, matrix, and joined report files in a Salesforce project.
Why use it?
It helps avoid invalid report definitions and deployment failures caused by incorrect fields, filters, or grouping settings.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

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

Good fit It is for generating tabular, summary, matrix, and joined report files in a Salesforce project.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/forcedotcom/sf-skills/platform-report-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-report-generate
Clone the repo
git clone --depth 1 https://github.com/forcedotcom/sf-skills

Made for: Claude Code, Codex.

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-report-generate

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/forcedotcom/sf-skills/platform-report-generate"><img src="https://agentmods.dev/badge/skills/forcedotcom/sf-skills/platform-report-generate.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 175 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,067 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 $0.00175 $0.02067
Opus 5 $0.00088 $0.01033
Sonnet 5 $0.00035 $0.00413
Haiku 4.5 $0.00017 $0.00207

Measured 5d ago against content hash f716a2f8c596, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

platform-report-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 5d 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-report-generate/SKILL.md · 161 lines

How it starts

The opening of the file, as written. The whole thing — 161 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Overview

Lightning Reports define how Salesforce data is queried, grouped, filtered, and displayed. Each report is a single .report-meta.xml file placed under reports/<FolderName>/ within the project's source directory (check sfdx-project.jsonpackageDirectories[].path for the source root).

Critical Rules (Read First)

TOP DEPLOYMENT KILLERS — check these BEFORE generating any report:

  1. Grouping fields in columns — Fields in <groupingsDown> or <groupingsAcross> must NEVER also appear in <columns>
  2. Wrong column names — Column names are report-type-specific. ALWAYS call MCP tools to verify (see references/column-names.md)
  3. Wrong scope — LeadList uses org, not organization
  4. Filter column dot notation — Filter <column> values use FLAT names (INDUSTRY, TYPE) NOT dot notation (ACCOUNT.INDUSTRY is INVALID)
  5. Multi-value picklist filters — Use ONE <criteriaItems> with comma-separated <value> (e.g., Technology,Financial Services). Do NOT split into multiple criteriaItems with booleanFilter

Rule 1: Format Determines Required Elements

Format <groupingsDown> <groupingsAcross> <block>
Tabular Not allowed Not allowed No
Summary At least 1 (max 3) Not allowed No
Matrix At least 1 (max 3) At least 1 (max 3) No
Joined Not at top level Not at top level At least 2 (max 5)

Rule 2: Use Platform Column Names

Report metadata uses platform report column names, NOT raw API field names. ALWAYS call get_metadata_type_sections or get_metadata_type_context to confirm valid column names. See references/column-names.md for common mappings per report type.

Rule 3: Valid Report Type Required

<reportType> must be a standard API name (e.g., Opportunity, AccountList, CaseList, LeadList, AccountContactRole) or a deployed custom report type developer name.

Read the full file on GitHub · 161 lines

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. 5d ago First seen · 161 lines · 175 tokens per session scan A f716a2f8c596

Subscribe to this mod's changes

platform-report-generate is a skill published in the GitHub repository forcedotcom/sf-skills (974 stars, last pushed today), licensed Apache-2.0. It adds 175 tokens to every session and 2,067 once invoked, about $0.0009 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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