Key Responsibilities :
- Analyze existing Power BI dashboards, including datasets, measures, KPIs, visuals, and filters.
- Rebuild equivalent dashboards in Salesforce CRM Analytics leveraging SAQL/SQL queries, faceting and bindings, dynamic date filters (e.g., MTD, YTD), widgets, toggles, and global filters.
- Design and develop new CRMA dashboards that align with Salesforce data architecture and business reporting needs.
- Ensure accurate data mapping from Power BI sources to Salesforce datasets or external data connectors.
- Implement best practices to optimize dashboard performance, interactivity, and enforce user-level security controls.
- Collaborate closely with business users, data analysts, and Salesforce administrators to validate requirements and deploy dashboards effectively.
- Document dashboard logic, filter criteria, and data definitions clearly to support both technical teams and business stakeholders.
Qualifications & Skills :
- Proven experience in Salesforce CRM Analytics (Tableau CRM / Einstein Analytics) development.
- Strong knowledge of SAQL and SQL queries for data manipulation and dashboard creation.
- Experience translating or rebuilding dashboards from Power BI or similar BI tools into Salesforce CRM Analytics.
- Understanding of Salesforce data architecture and security model.
- Excellent analytical, problem-solving, and communication skills.
- Ability to work collaboratively with cross-functional teams and adapt in a fast-paced environment.
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Posted By
Posted in
Platform Engineering / SAP/Oracle
Functional Area
Technical / Solution Architect
Job Code
1518964
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