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

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