analytics-adoption-strategy

analytics-adoption-strategy is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 142 tokens per session (4,256 once invoked), scanned A, original, Apache-2.0.

A guide to increasing usage of CRM Analytics dashboards and apps across a Salesforce organization. It explains how to measure dashboard use, make analytics easier to find, and support different user groups.

In plain words
What is it for?
Use it to plan analytics rollouts, track adoption, embed dashboards in Salesforce pages, pin useful dashboards, and support self-service access.
Why use it?
It addresses the problem of dashboards being built but rarely used. It helps match how analytics is presented with the way executives, managers, field staff, and analysts work.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to plan analytics rollouts, track adoption, embed dashboards in Salesforce pages, pin useful dashboards, and support self-service access.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/analytics-adoption-strategy
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill analytics-adoption-strategy
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for analytics-adoption-strategy

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/analytics-adoption-strategy/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/analytics-adoption-strategy)
Your own site
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Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for analytics-adoption-strategy

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/analytics-adoption-strategy"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/analytics-adoption-strategy.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 142 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,256 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00142 $0.04256
Opus 5 $0.00071 $0.02128
Sonnet 5 $0.00028 $0.00851
Haiku 4.5 $0.00014 $0.00426

Measured 8d ago against content hash 8a6f3d4b2d7c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

analytics-adoption-strategy scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_analytics_adoption_strategy.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/analytics-adoption-strategy/SKILL.md · 265 lines

How it starts

The opening of the file, as written. The whole thing — 265 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Analytics Adoption Strategy

This skill activates when an org has built CRM Analytics dashboards and apps but needs a strategy to drive usage — measuring who opens what, making dashboards discoverable in context, enabling self-service for non-analyst users, and defining the right success metrics. It covers the strategy and configuration layer above technical dashboard construction.


Before Starting

Gather this context before working on anything in this domain:

  • Is the Analytics Adoption Metadata managed package installed? This is a hard prerequisite for creating the Salesforce-provided Analytics Adoption App template. Without the package the template cannot be created and usage tracking will not work. Confirm in Setup > Installed Packages before advising on the Adoption App.
  • Which user personas need analytics access? Executives, operations managers, and field reps have radically different discovery paths — executives want pinned home-page dashboards, field reps need dashboards embedded in record pages they already open, and analysts want direct Analytics Studio access.
  • What is the actual adoption problem? Low usage usually falls into one of three categories: users cannot find dashboards (discoverability), users open dashboards but find them irrelevant or confusing (relevance/design, not a strategy problem — escalate to analytics-dashboard-design), or users do not trust the data (data quality — escalate to the appropriate data skill). Strategy interventions only fix the first category.
  • Do not confuse the Salesforce Adoption Dashboards AppExchange package (Salesforce Labs, tracks CRM record creation and login frequency) with the Analytics Adoption App (tracks CRM Analytics-specific usage: app opens, dashboard opens, lens opens). They track completely different things and require different setup steps.

Core Concepts

The Analytics Adoption App

Salesforce ships a first-party template app specifically for measuring CRM Analytics usage. It tracks who opened which app, dashboard, and lens — and when. This is separate from general Salesforce adoption metrics.

Read the full file on GitHub · 265 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 265 lines · 142 tokens per session scan A 8a6f3d4b2d7c

Subscribe to this mod's changes

analytics-adoption-strategy is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 142 tokens to every session and 4,256 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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