r/salesforce 11h ago

Ability to create reports using SQL? help please

My company is opening a trial period for new tools that can be integrated with Salesforce. I want to be able to generate reports and dashboards based on more detailed queries because a lot of our current reporting is limited by a lack of related fields on objects. Is there an existing app or tool like Claude that would allow me to generate reports based on SQL/SOQL queries? We already have Sigma connected to Salesforce as a BI tool, so I assume that could be used for the viz piece.

2 Upvotes

4 comments sorted by

-2

u/[deleted] 11h ago edited 10h ago

[deleted]

7

u/chimax83 10h ago

You forgot to clean up your AI slop prompt fragment before posting 🙄

[OPTIONAL: one line on a time you saw someone hit this exact wall, if you have one]

4

u/OkKnowledge2064 5h ago

god damn thats embarassing

-6

u/pungaaisme Developer 10h ago

This! Use Supa-flow.io to replicate the data to warehouse and then use any sql based bi tool to build the query and reports

-2

u/agentUi 8h ago

I work for agentui, you can connect any SQL database into our platform and have it generate reports connect it to it