Real file from a public repo · synced Sep 3, 2026
platform-custom-report-type-generate
Use this skill when users need to create, generate, or validate Salesforce Custom Report Type metadata. Trigger when users mention custom report types, report types, CRTs, reporting frameworks, cross-object reports, report builder data sources, or ask to expose fields for reporting across related objects. Also use when users mention primary and related objects for reports, inner vs outer joins in reports, report type categories, or encounter deployment errors for .reportType-meta.xml files. Do NOT trigger for: running, editing, or filtering existing reports; creating report folders, dashboards, or list views; or general reporting questions that don't involve authoring a .reportType-meta.xml file.
Works with
Install in three steps
- 1
Download the ZIP
One file per agent, plus INSTALL.md with the exact paths below.
- 2
Claude Code: copy SKILL.md into your skills folder
.claude/skills/platform-custom-report-type-generate/SKILL.md # this project ~/.claude/skills/platform-custom-report-type-generate/SKILL.md # every project
- 3
Other agents: use the matching file
skill.mdc goes in Cursor’s .cursor/rules/. AGENTS.md works as GitHub Copilot instructions, a legacy .cursorrules, or a Codex / Gemini CLI instructions file.
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