Salesforce Data Analyst

Job Title / Role: Salesforce Data Analyst

Key Skills: Sales Cloud, Service Cloud, Marketing Cloud.

Experience: 7

Location: San Diego, CA.

Shift: General.

Mode: On-Site.

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. o Support data governance initiatives including data standardization and compliance. o 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.