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CRM Analytics App Creation

Category: Sales  ·  Sub-category: crm-systems  ·  Last updated:
tool:salesforce
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing. NOT for standard Salesforce reports and dashboards or Tableau.

About this skill (catalog notes)

CRM Analytics App Creation is published as a SKILL.md file in this catalog. At roughly 1,625 words the SKILL.md is on the longer end of the catalog distribution.

Original author
Pranav Nagrecha
Indexed lastmod
Catalog position
Sales · crm-systems
Indexed related skills
10

How CRM Analytics App Creation fits the catalog

CRM Analytics App Creation sits in the Sales category under the crm-systems sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

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.

What this skill does

CRM Analytics App Creation is a community-contributed Claude Code skill in the crm-systems sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/crm-analytics-app-creation/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing. NOT for standard Salesforce reports and dashboards or Tableau.

Who uses this skill

The CRM Analytics App Creation Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 116,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/crm-analytics-app-creation
curl -L https://claudskills.com/skills/crm-analytics-app-creation/SKILL.md \
  -o ~/.claude/skills/crm-analytics-app-creation/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/crm-analytics-app-creation/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/crm-analytics-app-creation/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\crm-analytics-app-creation\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the CRM Analytics App Creation Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/crm-analytics-app-creation/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the CRM Analytics App Creation skill do?
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing. NOT for standard Salesforce reports and dashboards or Tableau.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the CRM Analytics App Creation skill?
Use CRM Analytics App Creation when your Claude Code task falls under the Sales category — specifically in the crm systems area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use CRM Analytics App Creation" or describe the task and let Claude pick). Browse related skills at /category/sales/.
What is a Claude Code skill and how does the CRM Analytics App Creation skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. CRM Analytics App Creation is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
Pranav Nagrecha. (2026). CRM Analytics App Creation [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/crm-analytics-app-creation/
BibTeX
@misc{crm-analytics-app-creation-2026,
  author    = {Pranav Nagrecha},
  title     = {CRM Analytics App Creation [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/crm-analytics-app-creation/}
}

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