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Salesforce Data Analyst

InstantServe LLC, Denver, Colorado, United States, 80285

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Title: Salesforce Data Analyst

Location: Denver, CO

Qualifications:

o Salesforce Platform Proficiency

§ Minimum 2 years' experience with Salesforce Lightning and/or Classic

interface with intermediate or advanced functonality of Salesforce

§ Understanding of Objects, Fields, Record Types, Page Layouts

§ Familiarity with custom objects and relationships (lookup/master-detail)

o Data Entry and Managemen t

§ Accurate and efficient data input and data cleansing

§ Knowledge of data import/export tools (e.g., Data Loader, Data Import

Wizard)

§ Understanding of data validation rules and duplicate management

o Report and Dashboard Building

§ Ability to create custom reports using Report Builder

§ Experience with dashboards, filters, and summary formulas

§ Understanding of report types (standard vs. custom)

o Excel and Data Tools

§ Intermediate to advanced Excel skills (VLOOKUP, pivot tables, data

formatting)

§ Familiarity with Google Sheets or other spreadsheet tools

o Analytical and Process-Oriented Skills

§ Attention to Detail • High accuracy in data entry and report generation • Ability to spot inconsistencies or errors in data

§ Problem Solving • Ability to troubleshoot data issues or reporting discrepancies • Understanding of how data flows through Salesforce

§ Process Documentation • Ability to document data entry procedures and reporting standards

• Preferred

o Experience working with government, arts organizations, cultural institutions

o Familiarity with Salesforce Nonprofit Success Pack (NPSP) or Experience Cloud

o Basic understanding of APIs / integrations