Salesforce report type discovery, field mapping, and format compatibility. Use when discovering report types, mapping UI names to API tokens, selecting report formats, or creating custom report types. Provides report type catalog, field discovery patterns, and format selection guidance.
# Use MCP tools for report type operations
mcp_salesforce_report_type_list
# Describe specific report type
mcp_salesforce_report_type_describe <report-type>
| Report Type Pattern | Compatible Formats |
|---|---|
| Single object (Account, Opportunity) | TABULAR, SUMMARY, MATRIX |
| Related objects (AccountOpportunity) |
| TABULAR, SUMMARY, MATRIX, JOINED |
| Custom report types | TABULAR, SUMMARY, MATRIX |
| Activities | TABULAR, SUMMARY (limited MATRIX) |
# Initialize metadata cache
node scripts/lib/org-metadata-cache.js init <org>
# List all objects for report type mapping
node scripts/lib/org-metadata-cache.js list-objects <org>
# Get object fields for report type field discovery
node scripts/lib/org-metadata-cache.js query <org> <object>
See supporting files:
standard-types.md - Standard report types referencefield-mappings.md - Available fields per typejoin-patterns.md - Cross-object reporting