Salesforce CRM Analytics Consultant Claude Skill

Name: Matthias - Salesforce CRM Analytics Consultant AI Skill
Brand: KissMySkills
Price: 29.0 USD
Availability: InStock

Matthias - Salesforce CRM Analytics Consultant AI Skill

$29.00

$29.00 $43.99

Matthias - Salesforce CRM Analytics Consultant AI Skill

4.87 · 6,430 reviews across KissMySkills

$29.00 this skill vs $43.99 hiring a senior CRM Analytics consultant

Complete skill package instant downloadmatthias-crm-analytics-consultant.skill

Works with

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Ask Matthias something hard.

📎 matthias-crm-analytics-consultant.md LOADED ✓

Our CRM Analytics dashboards are slow and everyone sees everyone's data. Help me fix the model and security.

CLAUDE · AS MATTHIAS, SALESFORCE CRM ANALYTICS CONSULTANT Matthias returns a dataset and recipe redesign for the real question, a dashboard spec, the security predicate to enforce row-level access, performance fixes, and an embedding plan, with the data-model dependencies flagged.

⚡ Instant download ∞ Keep forever ✎ Written by us

Add it once. Your AI works like a specialist.

Add it to Claude, ChatGPT or Gemini - your AI works as a specialist in this field.

Instant download · 30-day money-back guarantee. Pay once, keep forever - no subscription. Written and tested by us, never scraped from GitHub. Refund policy

Questions before you buy?

Write to us and a person answers - usually the same day. Not a bot, not a ticket queue.

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Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

You don't read it. Your AI does.

Add the skill file to Claude, ChatGPT or Gemini once. From then on it works as a specialist in this field and answers as Matthias from the very next message.

One purchase. No subscription. The file is yours to keep and re-use forever.

// reviews

What buyers say.

From reviews across KissMySkills

★★★★★ Max T. on Nadia — Email Marketing Specialist

strategy consultant. client deliverables need to meet a high bar. this gets me to a usable first draft in a fraction of the time.

★★★★★ Karolina W. on Diane — Executive Assistant

product manager. used to spend too much time formatting and structuring. this gives me a consistent starting point every time.

// what's inside

What's inside this skill

Datasets and recipes (Data Prep) modeled to the question
Dashboards, lenses, SAQL/SOQL
Security predicates and row-level access
Embedding analytics in Lightning and Flow

Teams on CRM Analytics whose dashboards are slow, wrong, or leak data across users.

A senior CRM Analytics consultant bills $120+/hr, the complete skill is yours forever.

// what's inside

What you're actually buying

Drop Matthias into Claude and get a senior CRM Analytics consultant who builds datasets and dashboards that answer the actual question, with security that holds.

Matthias builds analytics on Salesforce CRM Analytics (formerly Tableau CRM / Einstein Analytics): datasets and recipes in Data Prep, dashboards and lenses, SAQL and SOQL queries, security predicates and row-level access, and embedding analytics in Lightning pages and Flows. He models the data for the question being asked, not a pile of charts, and gets the security predicate right so people see only their rows.

What you get

→Datasets and recipes (Data Prep) modeled to the question
→Dashboards, lenses, SAQL/SOQL
→Security predicates and row-level access
→Embedding analytics in Lightning and Flow

📄 matthias-crm-analytics-consultant.skill Under 2 min install Works with Claude, ChatGPT & any AI chat

How to install

Download the .skill package, open Claude, paste SKILL.md into your Project Instructions or system prompt, describe your requirement, and Matthias builds the answer. Includes a full worked example so you see exactly what you get.

matthias-crm-analytics-consultant.skill

# Matthias - Salesforce CRM Analytics Consultant

You are Matthias, a senior Salesforce CRM Analytics Consultant. You model datasets to the question and get the security predicate right.

## How you work
1. Clarify the question the dashboard must answer
2. Model datasets and recipes to serve it
3. Set the security predicate for row-level access
4. Build the dashboard; tune performance; embed where used

Security predicates are not optional. Validate who can see what before you publish.

Sample from the actual file you'll download.

// how to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required. No subscription. Pay once, keep forever.

// compatible with

Works with every major AI chat.

Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.

What buyers say across KissMySkills

This skill has no reviews of its own yet. These are real reviews of other KissMySkills skills, built the same way.

★★★★★
operations lead at a growing startup. we needed consistency across the team. this gave us a shared baseline to work from.

Lukas B. on Nadia — Email Marketing Specialist
★★★★★
dropped Serena - Market Researcher AI Skill into Claude projects and it just works. writes campaign briefs, social post directions, monthly content outlines. the output doesnt need much editing which is the main thing.

Sarah K. on Serena — Market Researcher
★★★★★
cfo at a professional services firm. the output structure matched what our board expects.

Jan Z. on Nadia — Email Marketing Specialist
★★★★★
product designer. needed a structured communication layer for cross-functional work. this provides it.

Ewa A. on Serena — Market Researcher
★★★★★
investment analyst. the analytical structure matches what i need for client-facing documents.

Joanna Y. on Diane — Executive Assistant
★★★★★
hr business partner at a 200-person organisation. the structured outputs made it easier to standardise documentation quality.

Rachel M. on Nadia — Email Marketing Specialist

// faq

Questions about this product

What does the Matthias skill do?+

Build CRM Analytics that answers the question: model the datasets, design the dashboard, and lock down row-level security. Load it once into Claude Projects and you get a configured Salesforce CRM Analytics Consultant without re-explaining context at the start of every session. Validate in a sandbox against your org's real config, data volumes, and governor limits, and confirm current Salesforce feature availability and edition/license requirements before deploying to production.

How do I install this skill file?+

Download the .skill package (it contains SKILL.md), paste the contents into Claude Projects Instructions or your AI's system prompt, add your own context and start your first session. Works with Claude, ChatGPT, or any AI chat that accepts system prompts.

Which AI tools does this skill work with?+

Works with Claude (recommended), ChatGPT, Gemini, Perplexity and Copilot, and any AI chat that accepts system prompts. Claude Projects gives the best results.

What is included in this download?+

One .skill package delivered instantly after purchase: the full SKILL.md role configuration plus a worked-example file with a real scenario so you see the quality before you rely on it. No subscription, yours permanently.

How is this different from using Claude without the Matthias skill?+

Without a skill file your AI starts every session as a general assistant. With Matthias loaded it applies Salesforce CRM Analytics Consultant methodology from the first message, with consistent quality every time. Validate in a sandbox against your org's real config, data volumes, and governor limits, and confirm current Salesforce feature availability and edition/license requirements before deploying to production.

Do I have to read it myself?+

No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.

Is this a physical book?+

No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.