back
loading skill details...
Use to create, generate, or validate Salesforce Custom Report Type metadata. Trigger on custom report types, CRTs, cross-object reports, report builder data…
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 <ReportType> children:
don't have the plugin yet? install it then click "run inline in claude" again.