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
platform-custom-report-type-generate
安装
npx skills add https://github.com/forcedotcom/sf-skills --skill platform-custom-report-type-generate