SALESFORCE

1. Setup

• Performed Administration setup to manage Users, Security Controls and Data Management.
• Managed security, users, roles, profiles, groups, queues, sharing rules and other setup options.

2. Role Hierarchies - Worked with Organization Wide Defaults, Role Hierarchies, Sharing Rules and Manual Sharing to implement Record-based sharing.

3. Custom Objects - Developed field & page layout customization for the custom objects and standard objects like accounts, contacts, leads, opportunities.

4. Custom Fields - Implemented business Scenarios using Custom objects, Custom Fields, Custom Tabs, Standard Objects, Reports and Dashboards.

5. Load Data - Worked with Import Wizard and Data Loader to upload data to Lead and Call objects in bulk.

6. Reports and Dashboards - Developed several Custom Reports & Dashboards to better assist managers and also report folder to provide report accessibility to appropriate personnel.

• Worked on different kinds of reports such as Summary reports and matrix reports.

7. Record Types - Manage user setup, profiles and roles, customization of objects, fields, record types, page layouts and validations.

TABLEAU

• Developed complex reports and visualizations using Tableau Desktop as per requirements.
• Transformed complex data into easy-to-understand visualizations using Tableau.

1. Dashboards

• Experience in creating Dashboards using Table calculations, Logical calculations, number calculations and creating parameters.
• Converted Tableau format reports into Data Visualization Dashboards using available Tableau features.

2. Data Analysis

• Experience in developing Tableau visualization solutions and Created Technical requirement documents and views for data analysis.
• Create numerous reports in Tableau Desktop for presentation for managers to review and data analysis.
• Produced Crosstabs to display underlying data based on various graphs and charts created for further data analysis.

3. Report Development

• Created Metrics, Prompts, Filters, Custom Groups, Consolidation, Transformations for the report development.
• Worked with the data blending feature in tableau and also defined best practices for tableau report development.
• Defined best practices for Tableau Report development by adhering to style guidelines and making visual pop-out.