Senior Salesforce Reports & Dashboards Developer (with Tableau Reporting)1
Key Responsibilities

Business/Functional
Partner with business stakeholders (Sales, Service, Marketing, Finance, Operations) to gather reporting requirements and translate KPIs/metrics into report and dashboard specifications.
Recommend the right tool and approach for a given need — native Salesforce reports/dashboards vs. Tableau vs. CRM Analytics (Tableau CRM/Einstein Analytics) — based on data volume, audience, refresh needs, and visualization complexity.
Define and document data definitions, calculated metrics, and business logic so metrics are consistent and trusted across the organization.
Lead requirement walkthroughs and mockup reviews with business users; iterate on wireframes/mockups before build.
Provide analytics support during executive/board reporting cycles (QBRs, monthly/quarterly business reviews).
Train business users and admins on self-service reporting best practices within Salesforce and Tableau.

Salesforce Reports & Dashboards
Design and build custom,



complex reports and dashboards in Salesforce: joined reports, matrix/summary reports, cross-filters, bucket fields, custom report types, and dashboard filters/agile dashboards.
Optimize report and dashboard performance for large data volumes, including use of custom report types, indexed fields, and folder/sharing structures.
Configure dashboard subscriptions, scheduled report exports/refreshes, and mobile-friendly dashboard layouts.
Manage report/dashboard folder architecture, sharing, and security (role hierarchy, sharing rules) to ensure the right data is visible to the right audience.
Build and maintain custom formula fields, roll-up summaries, and (where needed) Apex/Flow-based aggregations to support reporting requirements not achievable natively.
Leverage Salesforce reporting APIs (Analytics REST API) for embedding reports/dashboards in external portals or apps where required.

Tableau Reporting
Design, build, an

📌 Senior Salesforce Reports (Pune)
🏢 Jade Global
📍 Pune