Este es mi perfilContactar via CazVidEste perfil está escrito en inglés
Pranit
Tableau Next Salesforce Data Specialist
Contacto
Competencias
Demonstrated experience with Data Analytics.
Demonstrated experience with Project Management.
Demonstrated experience with Stakeholder Management.
Demonstrated experience with CRM Discovery.
Demonstrated experience with ETL Design & Management.
Educacion
Resumen
Tableau Next Salesforce Data Specialist open to new opportunities
Experiencia
Senior Software Engineer / Analytics Architect
Delivering enterprise-grade analytics and AI solutions across CRM Analytics, Salesforce Data Cloud, Agentforce, and Tableau Next for global clients.. Architecting and implementing advanced CRM Analytics (CRMA) solutions including complex multi-dataset Recipe transformations, fiscal calendar logic, date spine approaches for campaign date expansion, and Optimized Update Output node for managed/base dataset conflict resolution.. Implemented row-level security (RLS) using Public Group membership via Share objects with pipe-delimited predicate patterns to enforce fine-grained data access across business units.. Designed and deployed CRMA dashboard filter delivery workarounds via Lightning Web Components (LWC) and API-based rendering to overcome native platform constraints.. Built and optimized multi-currency Recipe flows and advanced SAQL queries for global reporting across regional business units.. Led CRMA performance tuning — including dataflow scheduling, recipe node optimization, and incremental load strategies to support enterprise-scale analytics workloads.. Designed and deployed Salesforce Data Cloud data streams, data model objects (DMOs), and identity resolution rulesets to unify customer profiles across Sales Cloud, Service Cloud, and Marketing Cloud.. Built a unified search index combining Case records with related objects (Contacts, Accounts, Knowledge Articles) for an Agentforce AI support agent, enabling semantic search and AI-driven case resolution.. Designed and deployed an Agentforce Sales Analytics agent grounded in CRM Analytics datasets and Data Cloud Calculated Insights, delivering conversational, natural-language sales performance insights, pipeline diagnostics, and recommended next-best-actions to sales leadership.. Configured calculated insights and segmentation in Data Cloud to power real-time personalization and Agentforce agent actions, reducing average case handling time significantly.. Integrated Data Cloud activation targets with Marketing Cloud and CRMA for end-to-end campaign analytics and unified reporting.. Developed enterprise Tableau dashboards and KPI cards with Year-over-Year calculated fields, dual-axis charts, and container-based layout design for executive stakeholders.. Configured and optimized Tableau data source connections, extract refresh schedules, and row-level security policies aligned with Salesforce permission sets.. Served as a Tableau Ambassador, driving community enablement, publishing best-practice content on Medium, and supporting internal Tableau Center of Excellence (CoE) initiatives.
Senior Software Engineer
Addressing the unique needs and challenges of the clients' business processes across diverse areas, actively contributed to the development and implementation of tailored and complex BI solutions on the CRM Analytics platform.. Led a CRM Analytics team of 6+ members for an end-to-end project spanning all business units for the insurance industry.. Worked in an agile environment using Jira, completing sprint tasks, participating in daily scrum calls, and following Test-Driven Development methodologies.. Engaged regularly with client teams to collect and define business requirements and architect technical solution designs covering Snapshot Analytics and Pipeline Trending.. Developed enterprise CRM Analytics strategy with a focus on business engagement, data profiling, data cleansing, data extraction, data manipulation, data management processes, data architecture, and data governance.. Expertise in data synchronization, data modelling, data transformation, data loading, advanced binding techniques, dataflow-to-recipe conversion, and scheduling & monitoring.. Worked closely with the QA testing team on defect tracking and resolution.. Collaborated with product owners and business analysts across multiple projects to gather Analytics requirements.. Assigned permission sets and licenses to new users; developed Analytics dashboards, lenses, and apps in Analytics Studio to visualize business flows and real-time insights.. Diagnosed user-reported analytics issues and defined solution plans to resolve them.. Validated Analytics data against Salesforce Classic reports for accuracy testing.. Continuously tracked new CRM Analytics releases and implemented relevant capabilities in Analytics Studio.
CRM Analytics Developer
Contributed to the design and delivery of CRM Analytics solutions for enterprise clients, focusing on data modelling, dashboard development, and Salesforce platform integrations.. Developed and maintained CRM Analytics (Einstein Analytics) dashboards, lenses, and apps to deliver actionable insights across Sales, Service, and Operations business units.. Designed and optimized Dataflow and Recipe pipelines for data ingestion, transformation, and loading from Salesforce objects and external data sources.. Wrote advanced SAQL queries for custom aggregations, filtering, and grouping to meet complex reporting requirements.. Configured permission sets, sharing inheritance, and row-level security predicates to enforce data access policies across user profiles.. Collaborated with business analysts and Salesforce admins to gather requirements and translate them into analytics solutions on the Einstein Analytics platform.. Assisted in migrating legacy Dataflow jobs to Recipe-based pipelines, improving performance and maintainability.. Participated in sprint planning, daily stand-ups, and demo sessions as part of an agile delivery model.. Supported UAT and post-go-live stabilization by validating dashboard data accuracy against Salesforce reports.