Salesforce Technical Lead

Role name : Salesforce Technical Lead

Location - Toronto, ON- Hybrid

Duration - 6+Months Contract, possibility of extension

Client - TCS

Role Description :

Job Overview : 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 Tableaus capabilities to transform financial services data into actionable intelligence.

Key Responsibilities : Salesforce FSC and Tableau Integration : o Lead the integration of Salesforce Financial Services Cloud (FSC) with Tableau to enable real-time data reporting, visualization, and analytics.o Design and implement efficient data pipelines between Salesforce FSC and Tableau, ensuring seamless data transfer and synchronization.o Configure and maintain data connections from Salesforce to Tableau using Tableau Connector for Salesforce, APIs, or third-party integration tools. Data Modeling & Transformation : o 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.o Utilize ETL / ELT processes to cleanse, transform, and load data from Salesforce FSC into Tableau, ensuring high data quality and consistency.o Develop custom data transformations, aggregations, and calculated fields to enhance Tableau reporting capabilities. Reporting and Analytics : o Collaborate with stakeholders to design and implement Tableau dashboards and reports that provide actionable insights for financial services teams.o Optimize Tableau visualizations for performance, usability, and scalability to support large data volumes.o 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 : o Implement data governance best practices, including ensuring proper user permissions, security policies, and access control to sensitive financial data.o Work with security teams to ensure that integration between Salesforce FSC and Tableau adheres to the organizations compliance and regulatory standards (e.g., GDPR, HIPAA). Automation and Scheduling : o Implement automated data extraction and reporting processes, including scheduling and triggering of data refreshes and report distribution.o Monitor and optimize data refresh cycles to ensure up-to-date and reliable data in Tableau. Collaboration & Support : o Collaborate with Salesforce administrators, data engineers, business intelligence teams, and other stakeholders to understand data sources and create solutions that meet business needs.o Provide training and support to business users on using Tableau for analysis and decision-making.

Regards,

Apptoza.com

Email : [email protected]

Phone & WhatsApp# : 6788247770

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