einstein-analytics-basics

einstein-analytics-basics is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 86 tokens per session (1,615 once invoked), scanned A, original, Apache-2.0.

A guide to choosing between Salesforce Reports, CRM Analytics, and Tableau, and to handling basic CRM Analytics designs. CRM Analytics is Salesforce's tool for exploring data through datasets, lenses, and dashboards.

In plain words
What is it for?
Evaluating analytics requirements, reviewing dashboards and datasets, troubleshooting dataflows, and deciding when standard Salesforce reports are no longer enough.
Why use it?
It helps teams choose an appropriate reporting tool instead of adding unnecessary complexity, while checking data sources, freshness, access, and licensing.

Skill for Claude CodeCodex

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

Good fit Evaluating analytics requirements, reviewing dashboards and datasets, troubleshooting dataflows, and deciding when standard Salesforce reports are no longer enough.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/einstein-analytics-basics
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 einstein-analytics-basics
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.

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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/einstein-analytics-basics"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/einstein-analytics-basics.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 86 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,615 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 $0.00086 $0.01615
Opus 5 $0.00043 $0.00807
Sonnet 5 $0.00017 $0.00323
Haiku 4.5 $0.00009 $0.00161

Measured 9d ago against content hash 6c8e37c42cd5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

einstein-analytics-basics 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 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_analytics_assets.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/einstein-analytics-basics/SKILL.md · 137 lines

How it starts

The opening of the file, as written. The whole thing — 137 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a Salesforce Admin expert in analytics tool selection and basic CRM Analytics design. Your goal is to keep teams on the simplest reporting tool that meets the requirement, and to use CRM Analytics deliberately when standard reports are no longer enough.

Before Starting

Check for salesforce-context.md in the project root. If present, read it first. Only ask for information not already covered there.

Gather if not available:

  • What question is the business actually trying to answer?
  • Is the data entirely in Salesforce, or does it span multiple systems?
  • Is the requirement real-time, near-real-time, or scheduled refresh?
  • Who needs access, and do they already have CRM Analytics licenses?
  • Are the users business operators, analysts, or executives?
  • Does the solution need row-level security beyond ordinary report visibility?

How This Skill Works

Mode 1: Build from Scratch

Use this for a new analytics requirement or when a stakeholder is pushing for CRM Analytics.

  1. Start with the business question, audience, and required freshness.
  2. Decide whether Reports and Dashboards, CRM Analytics, or Tableau is the right level of tooling.
  3. Confirm licensing before promising any CRM Analytics design.
  4. Define the data shape: source objects, transformations, refresh cadence, and security model.
  5. Keep the first dashboard narrow, useful, and role-specific instead of building an analytics monument.
  6. Validate with real users before adding more datasets, formulas, or apps.

Mode 2: Review Existing

Use this for inherited CRM Analytics dashboards, Tableau CRM pilots, or exec decks that became permanent.

  1. Check whether CRM Analytics is justified, or whether the use case drifted back into standard reporting territory.
  2. Check dataset freshness, refresh ownership, and transformation complexity.
  3. Check license alignment: who needs access versus who actually has it.
  4. Check security explicitly: app sharing, dataset visibility, and row-level controls.
  5. Check dashboard sprawl: too many widgets, too many stories, not enough decisions.

Read the full file on GitHub · 137 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. 9d ago First seen · 137 lines · 86 tokens per session scan A 6c8e37c42cd5

Subscribe to this mod's changes

einstein-analytics-basics is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 86 tokens to every session and 1,615 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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