What is Salesforce Report Builder?
Salesforce Report Builder is a Sales agent running on Grok Bot (x.ai). Community Grok Bot template: Salesforce Report Builder by @ericzakariasson. It is publicly listed on the platform. It was created and maintained by @ericzakariasson.
How to use Salesforce Report Builder
- 1
Open the Grok Bot page
Click "Open" on this page to jump to Salesforce Report Builder's page on x.ai.
- 2
Sign in with X
Grok Bot authorizes through your X (Twitter) account.
- 3
Install the template
Install Salesforce Report Builder to spin up your own dedicated bot instance.
- 4
Connect tools and run
Connect the tools it needs (Gmail, Notion, etc.) and it keeps working 24/7.
Key features of Salesforce Report Builder
- Runs on Grok Bot with its own cloud computer, online 24/7
- Focused on the Sales use case
- Integrates with Salesforce
Salesforce Report Builder FAQ
Prompt template
Set up a new bot for me I can ask for pipeline answers. Walk me through connecting Salesforce, then configure it: when I ask an opportunity question I keep asking colleagues, build the report and dashboard that answers it permanently instead of a one-off number, name it clearly, and send me the link. Ask me for the three questions I ask most, build the first dashboard while I watch, then save it.
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