---------| | Call Frequency | Visit (completed count by account) | | Reach | ProviderAcctTerritoryInfo (accounts with visits) | | Detailing Effectiveness | ProviderVisitProdDiscussion (message coverage) | | Sample Compliance | ProviderSampleLimit (limit utilization %) | | Goal Achievement | ProviderActivityGoal (actual vs target) | | Territory Coverage | ProviderAcctTerritoryInfo (visited vs total) |
Scanned 9/19/2026
Install to Claude Code
Skills Directorynpx -y skills add SalesforceLabs/afls-for-claude --skill afls-reporting-analytics --agent claude-codeInstalls into .claude/skills of the current project.
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For reporting and analytics guidance, call `search_afls_knowledge({ query: "reporting analytics" })` to get sourced documentation.
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| Call Frequency | Visit (completed count by account) |
| Reach | ProviderAcctTerritoryInfo (accounts with visits) |
| Detailing Effectiveness | ProviderVisitProdDiscussion (message coverage) |
| Sample Compliance | ProviderSampleLimit (limit utilization %) |
| Goal Achievement | ProviderActivityGoal (actual vs target) |
| Territory Coverage | ProviderAcctTerritoryInfo (visited vs total) |
## Tips
- Use `run_soql` to prototype report queries before building reports
- Use `describe_sobject` to verify field names for report formulas
- CRM Analytics requires the CRM Analytics Plus license
- Einstein Discovery requires additional licensing for predictive models
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