Salesforce Report Builder 是什么？
Salesforce Report Builder 是一个运行在 Grok Bot（x.ai） 平台上的销售智能体。Community Grok Bot template: Salesforce Report Builder by @ericzakariasson.已在平台公开发布。该智能体由 @ericzakariasson 创建并维护。你可以在 AgentBots 查看它的详细介绍、使用方法和高频问题。
Salesforce Report Builder 使用方法
- 1
打开 Grok Bot 页面
点击本页的「去使用」按钮，跳转到 Salesforce Report Builder 在 x.ai 的官方页面。
- 2
登录 X / xAI 账号
Grok Bot 使用你的 X（Twitter）账号授权登录。
- 3
一键安装模板
在 Salesforce Report Builder 的详情页点击安装，它会创建一个属于你的专属 Bot 实例。
- 4
配置并运行
根据引导连接需要的工具（如 Gmail、Notion 等），配置完成后它将 7×24 小时持续为你工作。
Salesforce Report Builder 的核心功能
- 运行在 Grok Bot 之上，拥有自己的云端电脑，全天候在线工作
- 专注于「销售」场景
- 已接入 Salesforce 等工具生态
- 标签：销售
Salesforce Report Builder 常见问题
Prompt 模板
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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