Job Description :
We are seeking a talented Data Cloud Integration Specialist with expertise in Salesforce Financial Services Cloud (FSC) and Tableau to drive seamless data integration between cloud-based systems.
The ideal candidate will have experience in connecting Salesforce FSC with Tableau, ensuring smooth data flow, and enabling real-time insights through intuitive visualizations and analytics.
This role requires a deep understanding of cloud architectures, data integration techniques, and Tableau's capabilities to transform financial services data into actionable intelligence.
The candidate should demonstrate experience working with “0 ETL” capabilities of Data cloud and bringing data in from other sources.
They should also be aware of best practices on how to design based on credit model.
Key Responsibilities :
Salesforce FSC and Tableau Integration :
- Lead the integration of Salesforce Financial Services Cloud (FSC) with Tableau to enable real-time data reporting, visualization, and analytics.
- Design and implement efficient data pipelines between Salesforce FSC and Tableau, ensuring seamless data transfer and synchronization.
- Configure and maintain data connections from Salesforce to Tableau using Tableau Connector for Salesforce, APIs, or third-party integration tools
Data Modeling & Transformation :
Work closely with business users and data analysts to understand data requirements and design Tableau data models that align with financial services workflows and metrics.Utilize ETL / ELT processes to cleanse, transform, and load data from Salesforce FSC into Tableau, ensuring high data quality and consistency.Develop custom data transformations, aggregations, and calculated fields to enhance Tableau reporting capabilities.Reporting and Analytics :
Collaborate with stakeholders to design and implement Tableau dashboards and reports that provide actionable insights for financial services teams.Optimize Tableau visualizations for performance, usability, and scalability to support large data volumes.Design custom KPIs, metrics, and reports to meet the specific needs of business users in wealth management, insurance, and other financial service areas.Data Security & Governance :
Implement data governance best practices, including ensuring proper user permissions, security policies, and access control to sensitive financial data.Work with security teams to ensure that integration between Salesforce FSC and Tableau adheres to the organization's compliance and regulatory standards (e.g., GDPR, HIPAA).Automation and Scheduling :
Implement automated data extraction and reporting processes, including scheduling and triggering of data refreshes and report distribution.Monitor and optimize data refresh cycles to ensure up-to-date and reliable data in Tableau.Collaboration & Support :
Collaborate with Salesforce administrators, data engineers, business intelligence teams, and other stakeholders to understand data sources and create solutions that meet business needs.Provide training and support to business users on using Tableau for analysis and decision-making.Troubleshoot and resolve integration issues related to data syncing, performance, and connectivity between Salesforce FSC and Tableau.Performance Monitoring & Optimization :
Regularly monitor the performance of the data pipeline, ensuring that the integration is functioning as expected and that data flows efficiently from Salesforce FSC to Tableau.Continuously identify and implement optimizations to improve performance, data processing times, and data visualization speed.Continuous Improvement :
Stay up-to-date with the latest Tableau and Salesforce updates, integration tools, and best practices.Proactively identify opportunities to improve data integration, reporting, and analytics processes across the organization.Technical Skills :
Strong experience in Salesforce Financial Services Cloud (FSC), with an understanding of its data model and key objects (e.g., Accounts, Households, Opportunities, and Financial Accounts).Proficient in Tableau Desktop, Tableau Server, or Tableau Cloud, with expertise in building interactive and performant dashboards and reports.Experience using Tableau Salesforce Connector, Salesforce APIs (REST / SOAP), and other integration tools (e.g., MuleSoft, Informatica) for data extraction and integration.Familiarity with cloud-based data platforms (AWS, Azure, Google Cloud) and ETL / ELT tools like Talend, Fivetran, or Informatica.Solid understanding of SQL, data modeling, and writing complex queries for extracting and transforming data.Knowledge of data warehousing concepts and how to implement data architecture best practices in a cloud environment.Certifications (Optional) :
Salesforce Certified Administrator or Salesforce Certified Platform App Builder.Tableau Desktop Specialist or Tableau Server Certified Associate.Certifications in Cloud Platforms (AWS, Azure, Google Cloud) are a plus.Salesforce Data Cloud Consultant certification