analytics-requirements-gathering

analytics-requirements-gathering is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 114 tokens per session (2,286 once invoked), scanned A, original, Apache-2.0.

A guide to gathering requirements for CRM Analytics before building datasets or dashboards. It documents data sources, transformations, audiences, and the paths users need for drill-down analysis.

In plain words
What is it for?
Use it to map data sources, decide between reports and CRM Analytics, define audience-specific views, and specify drill-down behavior.
Why use it?
It prevents building the wrong analytics solution or using CRM Analytics when a simpler standard Salesforce report would be enough.

Skill for Claude CodeCodex

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

Good fit Use it to map data sources, decide between reports and CRM Analytics, define audience-specific views, and specify drill-down behavior.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/analytics-requirements-gathering
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-requirements-gathering
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-requirements-gathering

README.md
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Your own site
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Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/analytics-requirements-gathering"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/analytics-requirements-gathering.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 114 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,286 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 $0.00114 $0.02286
Opus 5 $0.00057 $0.01143
Sonnet 5 $0.00023 $0.00457
Haiku 4.5 $0.00011 $0.00229

Measured 8d ago against content hash 0305a8f8e886, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

analytics-requirements-gathering 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_requirements_gathering.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-requirements-gathering/SKILL.md · 183 lines

How it starts

The opening of the file, as written. The whole thing — 183 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Analytics Requirements Gathering

This skill activates when a practitioner needs to gather, document, and validate CRM Analytics requirements before any dataset, dataflow, or dashboard is built. It produces a structured requirements package — data source inventory, audience matrix, transformation requirements, and drill-down specifications — that the analytics developer uses as the authoritative spec.


Before Starting

Gather this context before working on anything in this domain:

  • The first question to answer: Do stakeholders need CRM Analytics or standard Reports and Dashboards? CRM Analytics is appropriate for cross-object aggregation, predictive insights, and multi-audience views. For simple single-object reports with no cross-object joins, standard Reports are the correct (and license-free) choice.
  • CRM Analytics requires Salesforce CRM Analytics Growth or Plus license. Confirm the org has the required license before committing to CRM Analytics.
  • The most common wrong assumption: practitioners assume synced Salesforce objects are immediately usable as CRM Analytics data sources without a dataset step. Every data source (Salesforce object sync, external file, Data Cloud Direct) requires a dataflow or recipe to create a dataset before it can be queried.
  • Requirements must capture data source type (Salesforce object sync vs external connector vs Data Cloud direct vs CSV/External Data API) — this determines whether a recipe or a dataflow runs the transformation.

Core Concepts

Data Source Types

CRM Analytics has four distinct data source types with different setup requirements:

  • Salesforce object sync — Direct connection to Salesforce standard and custom objects; configured in Data Manager; requires a dataflow or recipe to create a dataset
  • External connector — Snowflake, AWS S3, Google BigQuery, etc.; requires Named Credential and Connector setup; data pulled via recipe
  • Data Cloud Direct — Real-time query of Data Cloud Data Model Objects (DMOs) without dataset creation; available in Spring '25+ for specific query patterns; does not support all SAQL operations
  • CSV/External Data API — Static file upload; creates a dataset directly; requires manual or API-driven refresh

Read the full file on GitHub · 183 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 · 183 lines · 114 tokens per session scan A 0305a8f8e886

Subscribe to this mod's changes

analytics-requirements-gathering is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 114 tokens to every session and 2,286 once invoked, about $0.0006 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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