--- title: Salesforce Report Formatting skill slug: agent-platform/docs/salesforce-report-formatting-skill docTags: createdAt: 2026-10-06T00:00:00.000Z --- The Salesforce Report Formatting skill is an organization skill in the Optimizely Opal Skills Directory. It ensures pipeline reports are accurate. Opal annualizes deal values, which converts them to a yearly amount. It also converts currencies at the line-item level before aggregating. Revenue figures are not overstated or misrepresented. The skill applies to everyone in your organization when you choose **Organization** during configuration. Creating an organization skill requires the **Manage Skills** permission. ## Skill details The following details apply to this skill: - **Shortcut** – `/salesforce-report-formatting` - **Type** – Organization skill ## What the skill does The skill does the following: - Answers revenue, pipeline, win-rate, and customer-count questions using your organization's own fields, picklists, and stage names, not guessed ones. - Annualizes and currency-converts deal values at the line-item level before aggregating, so revenue is never overstated. - Reports recurring and non-recurring revenue as separate lines for hybrid revenue models. - Includes every won and lost stage value in its filters. ## Before you begin Confirm the following before you install the skill: - You must have the **Manage Skills** permission to install this skill. If you do not, click **Request** in the Skills Directory to ask an administrator to install it. - Connect Salesforce in Opal before you configure this skill. See [Salesforce CRM connector tools](docId\:abxDK2c9tEiim9CWOWpeH). Opal inspects your Salesforce objects and fields during configuration. - Saving the profile that Opal builds requires admin rights. If saving fails, Opal shows the completed profile so you can paste it into the skill. - Have your answers and files ready. Opal asks for them during configuration. ## Information Opal asks for Opal asks for the following during configuration. Skip optional items if you do not need them. - **Revenue Model** – Whether your revenue is recurring, transactional, usage-based, services, or a hybrid. - **Revenue Source-of-Truth Field** – The name of the Salesforce field that holds your headline revenue number. - **Won Stage Vocabulary** – Every stage value that counts as won, including split stages. - **Lost Stage Vocabulary** – Every stage value that counts as lost. - (Optional) **Business Vocabulary** – Role names, object nicknames, and product filters. - (Optional) **Records to Exclude** – Records to leave out. If you skip this, Opal only excludes names that match "Test" or "Dummy". - (Optional) **Data Dictionary or Admin Field Guide** – A file describing your fields. Opal still checks it against your live org. - (Optional) **Reporting or Metric Definitions, or a Real Report** – A file that shows how you define and present metrics. ## What happens after configuration After configuration, Opal runs a one-time onboarding. It reads your Salesforce schema and asks you to confirm what it found. It then compares your stated stages with your real stage picklist, the list of allowed stage values. It also validates your field names and runs one live check query. Finally, it saves an org profile. ## Install the skill Go to **Directory > Skills**, find **Salesforce Report Formatting**, and click **Install**. In the **Setup required** dialog, click **Set up in chat**. Opal asks who the skill is for, **Myself (Personal)** or **Organization**. Opal then asks whether to answer the remaining questions in chat or upload a document. For the full procedure, see [Install a skill that needs configuration](docId:_h-waPhN8ts841qNQnhzl). ## Use the skill After configuration, enter `/salesforce-report-formatting` in Opal Chat to run the skill on demand. Opal also applies it automatically when your request matches its **When to use** conditions. Try prompts like the following: - *What was our closed-won revenue last quarter?* - *What's our current pipeline by stage?* - *What's our win rate this year?* ## Things to know Keep the following in mind: - Opal applies this skill automatically when it uses [Salesforce CRM connector tools](docId\:abxDK2c9tEiim9CWOWpeH). - When you add a stage or product, you can update the saved profile with a single edit. You do not need to run onboarding again. - Until onboarding finishes, Opal labels its answers as unverified. ## Update the skill When Optimizely publishes an updated version, **Update** displays on the skill's card in the Skills Directory. Opal keeps the information you provided during configuration and asks only for anything the updated version adds. To correct answers that are no longer accurate, edit the installed skill. See [Update a skill](docId:_h-waPhN8ts841qNQnhzl) and [Manage skills](docId\:nsSgCk7YZ5kHj0x6ma75P). :::hint{type="info"} **Note** If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See [Turn generative AI off across Optimizely applications](docId\:X5U0kKD2azV5cIdNqwGNj). :::