crm-analytics-app-creation

crm-analytics-app-creation is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 48 tokens per session (2,479 once invoked), scanned A, original, Apache-2.0.

A guide to creating CRM Analytics apps in Salesforce, including data collections, datasets, lenses, dashboards, and sharing. CRM Analytics is Salesforce's platform for exploring data through interactive analytics.

In plain words
What is it for?
Use it to set up analytics apps, connect data sources, create dashboards and lenses, configure sharing, and protect records with row-level security.
Why use it?
It helps prevent access problems caused by treating a permission set as sufficient. Users also need access to the specific app and separately configured row-level security, while datasets are refreshed copies rather than live queries.

Skill for Claude CodeCodex

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

Good fit Use it to set up analytics apps, connect data sources, create dashboards and lenses, configure sharing, and protect records with row-level security.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/crm-analytics-app-creation
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 crm-analytics-app-creation
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 crm-analytics-app-creation

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/crm-analytics-app-creation/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/crm-analytics-app-creation)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/crm-analytics-app-creation"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/crm-analytics-app-creation/github.svg" alt="Measured on agentmods" height="20"></a>

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 crm-analytics-app-creation

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/crm-analytics-app-creation"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/crm-analytics-app-creation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 48 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,479 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 $0.00048 $0.02479
Opus 5 $0.00024 $0.01239
Sonnet 5 $0.00010 $0.00496
Haiku 4.5 $0.00005 $0.00248

Measured 8d ago against content hash 3d510ffbd9aa, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

crm-analytics-app-creation 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_crm_analytics_app_creation.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/crm-analytics-app-creation/SKILL.md · 192 lines

How it starts

The opening of the file, as written. The whole thing — 192 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM Analytics App Creation

This skill activates when a practitioner needs to create a CRM Analytics (formerly Einstein Analytics) application — setting up the app container, connecting data sources, creating lenses and dashboards, and configuring app sharing and row-level security. It covers the foundational creation workflow and the critical security gap between permission set assignment and actual data access.


Before Starting

Gather this context before working on anything in this domain:

  • License is required: CRM Analytics features require a CRM Analytics Growth, Plus, or Einstein Analytics license assigned to the user. Confirm the license is provisioned before attempting to access Analytics Studio.
  • Most common wrong assumption: Assigning a CRM Analytics permission set is not sufficient to give users access to data. Users also need explicit Viewer, Editor, or Manager access on the specific app AND row-level security must be configured independently of Salesforce object-level sharing (OWD, role hierarchy, sharing rules). All three layers must be configured.
  • Data is not queried live: CRM Analytics datasets are materialized copies of Salesforce data. Data must be refreshed via a scheduled dataflow or recipe run. Practitioners expecting real-time data will see stale results until the next scheduled run.

Core Concepts

App Structure: Apps, Lenses, and Dashboards

A CRM Analytics app is a named container created in Analytics Studio. It holds:

  • Datasets: Materialized tabular data structures loaded from Salesforce objects, CSV files, or external connectors. Datasets are versioned — lenses and dashboards query a specific dataset version.
  • Lenses: A saved single-dataset exploration. A lens is a query with groupings, measures, and chart type selected. Lenses are used as the building blocks of dashboard steps.
  • Dashboards: Multi-lens views that assemble multiple lenses/steps with filters, faceting, and cross-widget interactions. Dashboards support user-controlled filtering and are the primary end-user interface.

Read the full file on GitHub · 192 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 · 192 lines · 48 tokens per session scan A 3d510ffbd9aa

Subscribe to this mod's changes

crm-analytics-app-creation is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 48 tokens to every session and 2,479 once invoked, about $0.0002 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.

Related

Other skills, from other repositories

analytics-adoption-strategy

Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — the Analytics Adoption App for measuring who uses which dashboards, embedding analytics into Lightning pages, pinning dashboards to the Analytics home page, self-service personas, and analytics success metrics. Triggers…

PranavNagrecha/AwesomeSalesforceSkills · 130 tokens

analytics-permission-and-sharing

Configure CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, and license assignment. Trigger keywords: CRM Analytics security, row-level security predicate, dataset permissions, analytics sharing inheritance, Analytics Plus license.…

PranavNagrecha/AwesomeSalesforceSkills · 88 tokens

analytics-dashboard-design

Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters. NOT for standard Salesforce reports and dashboards — use admin/reports-and-dashboards-fundamentals. NOT for hand-editing dashboard JSON or a SAQL step — use…

PranavNagrecha/AwesomeSalesforceSkills · 71 tokens

analytics-dashboard-json

Use this skill when editing CRM Analytics dashboard JSON directly to implement advanced bindings, custom SAQL/SOQL step queries, layout changes, step parameters, or cross-widget interactions. Trigger keywords: dashboard JSON, SAQL step, binding syntax, mustache binding, dashboard REST API, widget layout, step limit…

PranavNagrecha/AwesomeSalesforceSkills · 112 tokens

analytics-data-manager

Use this skill when configuring Data Manager in CRM Analytics: enabling objects for sync, scheduling data sync runs, setting up remote connections to external databases, monitoring sync status and error logs, or troubleshooting connected object issues. Trigger keywords: data sync, connected objects, Data Manager, sync…

PranavNagrecha/AwesomeSalesforceSkills · 117 tokens

analytics-dataflow-development

Use this skill when building, debugging, or optimizing CRM Analytics dataflows — defining node types (sfdcDigest, Append, Augment, computeExpression, computeRelative, Flatten, dim2mea, sfdcRegister), scheduling runs, handling run failures, and tuning performance. NOT for doing the same transformation in a Data Prep…

PranavNagrecha/AwesomeSalesforceSkills · 103 tokens