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Salesforce Data Analyst
Salesforce Data AnalystExpert Technology Services • CA, United States
Salesforce Data Analyst

Salesforce Data Analyst

Expert Technology Services • CA, United States
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Job Title / Role : Lead Salesforce Data Analyst

Key Skills : Sales Cloud, Service Cloud, Data Migration .

Experience : 12+

Location : San Diego, CA.( 5 days office)

We at Coforge are seeking " Salesforce Data Analyst " with the following skill set :

Roles and Responsibilities

  • Data Analysis & Reporting analysing Salesforce data to identify trends, patterns, and opportunities for business improvement.
  • Develop and maintain reports, dashboards, and visualizations using Salesforce native tools (Reports, Dashboards, CRM Analytics).
  • Translate business requirements into data queries and insights.
  • Work with business users, product owners, and technical teams to gather data requirements.
  • Present findings and recommendations to stakeholders in a clear and actionable format.
  • Data Quality & Governance o Monitor and ensure data integrity across Salesforce objects and integrations.
  • Identify and resolve data discrepancies and inconsistencies.
  • Support data governance initiatives including data standardization and compliance.
  • Recommend improvements to data processes and reporting workflows.
  • Automate recurring reports and data tasks where possible. Technical Competencies

Salesforce Platform Knowledge

  • Strong understanding of Salesforce data architecture, objects, relationships, and reporting capabilities.
  • Experience with Salesforce Reports, Dashboards, and CRM Analytics (Tableau CRM).
  • Proficiency in Excel, Google Sheets, and data visualization tools (Tableau, Power BI, CRM Analytics).
  • Familiarity with SQL for querying Salesforce data via connectors or external databases.
  • Knowledge of data cleansing, transformation, and enrichment techniques.
  • Experience with data import / export tools (Data Loader, Workbench, etc.).
  • Ability to understand business processes and translate them into data insights. Experience working in cross-functional teams and communicating with non-technical stakeholders.
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