Tally Pulse
Build a report

Features

Everything you need to get a Salesforce report out the door.

Start from scratch or update a report your team already relies on. Describe what you need, review it, and open the finished version in Salesforce.

Start wherever you are

Build a new report—or fix the one everyone already uses.

You don’t have to start over. Search the reports already in Salesforce, open the right one, and keep it next to the conversation while you work.

  • New or existing reports
  • Search by name or folder
  • Keep the report in view

Skip the setup work

Describe the answer, not the Salesforce configuration.

Ask for “sales by rep this quarter” or “open pipeline by industry.” Pulse works out the fields, filters, formulas, and charts for you.

  • No Report Builder training
  • Requests in your own words
  • Short questions when needed

Less Salesforce troubleshooting

Field-name problems stay out of your way.

Salesforce doesn’t always expose a field to reports the way you’d expect. Pulse checks the report type, finds a usable match, and tries again without dumping an API error into the chat.

  • Automatic field matching
  • Useful follow-up questions
  • No raw API errors

Review it first

See the report before Salesforce changes.

Check the data, charts, formulas, and destination folder. Approve it when it looks right, or ask for a change while everything is still a draft.

  • Clear preview
  • No surprise changes
  • Restore an earlier copy

Ready for the team

Open the finished report in Salesforce.

The final reports, charts, formulas, folders, and dashboards are created in Salesforce—not trapped in a separate AI tool. Every result has a direct link back to the live version.

  • Built in Salesforce
  • One-click Salesforce links
  • Numbers you can trace

Build the Salesforce report you actually need.

Create a new report, improve one your team already uses, or build a dashboard. Review the result and publish it directly to Salesforce.

Build a Salesforce report