analytics-permission-and-sharing

analytics-permission-and-sharing is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 83 tokens per session (3,371 once invoked), scanned A, original, Apache-2.0.

A guide to controlling access in CRM Analytics, Salesforce's platform for interactive reports and dashboards. It covers app access, dataset permissions, and limiting which rows each user can see.

In plain words
What is it for?
Use it to assign analytics licenses, share apps and datasets, configure row-level security, and audit inherited access.
Why use it?
It prevents users from seeing analytics data they should not access, since CRM Analytics has its own security settings separate from normal Salesforce record sharing.

Skill for Claude CodeCodex

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

Good fit Use it to assign analytics licenses, share apps and datasets, configure row-level security, and audit inherited access.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/analytics-permission-and-sharing
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-permission-and-sharing
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-permission-and-sharing

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/analytics-permission-and-sharing/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/analytics-permission-and-sharing)
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-permission-and-sharing

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/analytics-permission-and-sharing"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/analytics-permission-and-sharing.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 83 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,371 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 $0.00083 $0.03371
Opus 5 $0.00042 $0.01685
Sonnet 5 $0.00017 $0.00674
Haiku 4.5 $0.00008 $0.00337

Measured 8d ago against content hash dc33d840b96f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

analytics-permission-and-sharing 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_permission_and_sharing.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-permission-and-sharing/SKILL.md · 216 lines

How it starts

The opening of the file, as written. The whole thing — 216 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM Analytics — Permission and Sharing

This skill activates when a practitioner needs to configure access control in CRM Analytics: granting app access, restricting dataset rows to the running user, wiring up sharing inheritance from Salesforce objects, or assigning and validating Analytics licenses. It produces a working three-layer security configuration and an audit checklist.


Before Starting

Gather this context before working on anything in this domain:

  • Verify license assignment first. Without a CRM Analytics Plus or CRM Analytics Growth permission set license assigned to the user, no amount of sharing configuration will let them open the app. Check Setup > Users > Permission Set License Assignments before diagnosing any other access issue.
  • The most common wrong assumption is that Salesforce OWD and sharing rules control CRM Analytics row visibility. They do not. CRM Analytics maintains a completely independent security layer. A user with no Salesforce record access can still see every row in a dataset unless an explicit predicate or sharing inheritance is configured on that dataset.
  • Platform constraints in play: Sharing inheritance works only for five standard objects (Account, Case, Contact, Lead, Opportunity). When a user has access to 3,000 or more source records, sharing inheritance is blocked and a backup predicate set to 'false' (deny-all) must be provided. Security predicates are SAQL filter strings with a hard 5,000-character limit; column names in the predicate are case-sensitive and must match the dataset schema exactly.

Core Concepts

1. Three Independent Security Layers

CRM Analytics enforces three distinct security layers. None inherit from each other or from Salesforce object-level security:

  1. Permission Set License (access gate): The user must hold a CRM Analytics Plus or CRM Analytics Growth permission set license. Without it, the user cannot open any Analytics asset regardless of sharing settings.
  2. App-Level Sharing (asset access): Each CRM Analytics app has its own sharing configuration. Roles are: Viewer (read-only dashboards and lenses), Editor (can modify assets), Manager (can share the app and manage membership). Sharing an app does not grant row access — it only controls which assets the user can see in the UI.
  3. Dataset-Level Row Security (data visibility): By default, every user with app access sees every row in every dataset in that app. To restrict rows, an admin must configure either a security predicate or sharing inheritance on the dataset. Both mechanisms are opt-in and must be explicitly enabled.

Read the full file on GitHub · 216 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 · 216 lines · 83 tokens per session scan A dc33d840b96f

Subscribe to this mod's changes

analytics-permission-and-sharing is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 83 tokens to every session and 3,371 once invoked, about $0.0004 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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