How it works
A Salesforce report in four straightforward steps.
Connect your org, choose a report, describe what you need, and review the finished setup before it reaches Salesforce.
01
Connect your Salesforce org
Sign in through Salesforce and approve the connection. That gives Pulse the field names and report options available to your user.
A Salesforce admin installs the metadata-only OAuth registration once for the org. Your Salesforce password never passes through Pulse.
02
Start fresh or choose an existing report
Describe a new report, or search Salesforce for one your team already uses. The report stays open next to the chat while you work on it.
Just opening a report can’t change it. It stays read-only until you approve an update.
03
Tell Pulse what you need
Ask for the result in your own words. Pulse handles the Salesforce fields, filters, formulas, and charts, then shows you exactly what it plans to create.
If your request could mean two things, you’ll get one short question—not a Salesforce error message.
04
Review it, create it, and keep going
Approve the preview when it looks right. The report is created in Salesforce, and you can keep asking for changes without starting another conversation.
Every approved update creates a saved copy, so you can always go back.
Ready to build your Salesforce report?
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