Gaganpreet Baansal
Technical Consultant @ Salesforce
About
Salesforce Analytics Consultant with 4+ years of experience delivering analytics and reporting solutions across Sales Cloud, Service Cloud, Nonprofit Cloud, and Commerce Cloud. I’ve partnered closely with sales teams, operations stakeholders, and leadership to translate business requirements into scalable dashboards, Customer 360 views, and actionable insights. My work focuses on CRM Analytics (Tableau CRM), Salesforce Admin capabilities, SQL/SAQL-based data modeling, UAT leadership, and end-user enablement. I’ve built executive, sales, and operations dashboards supporting pipeline visibility, performance management, customer engagement, and operational efficiency for large user bases. Experienced in collaborating cross-functionally, leading UAT and training sessions, maintaining strong documentation, and ensuring analytics solutions are adopted and understood by business users. Skills include Salesforce, Tableau CRM, SQL, SOQL, SAQL, Data Cloud, Agentforce, Tableau Prep Builder, and Agile delivery.
United States
Dallas
Information Technology & Services
User Acceptance Testing, Tableau Einstein, Salesforce Analytics Query Language (SAQL), Salesforce CRM Analytics, Salesforce.com Administration, Python, Microsoft Word, Microsoft Excel, MySQL, Microsoft Office, R, Logistic Regression, Predictive Analytics, Machine Learning, Tableau, Data Analytics, Data Visualization, R (Programming Language), SQL
Experience

Technical Consultant
-Architected enterprise BI dashboards and Customer 360 analytics across Sales, Service, Nonprofit, and Commerce Clouds, enabling leadership to monitor performance, customer engagement, and operational health at scale (10k+ users). - Developed KPI-driven sales and operations reporting (pipeline, bookings, win rates, deal stages, agent performance) to support data-informed decision-making and execution. - Led UAT, stakeholder enablement, and analytics adoption, translating complex data logic into business-friendly insights through training, documentation, and executive presentations. - Delivered secure, scalable analytics solutions, implementing role-based access and row-level security to ensure data governance and trusted reporting for enterprise users.

Associate Technical Consultant
- Led customer dashboard design sessions, translating business requirements into analytics solutions that improved product engagement and user satisfaction. - Built interactive Tableau CRM dashboards to surface platform usage, frontline agent KPIs, and opportunities for operational improvement. - Presented analytics-driven insights to business stakeholders, driving adoption of interactive BI for strategic and operational decision-making. - Developed Einstein Discovery models delivering prescriptive insights and recommendations to reduce case turnaround time.

Data Scientist
Champaign, Illinois, United States
• Enhanced business processes through innovative projects utilizing data analytics and data science principles. • Improved client claims experience by reducing business cycle time using machine learning methods like Random Forest and Decision Trees. • Created a Tableau dashboard to visualize key metrics for stakeholders, optimizing business processes.

Project Manager
Champaign, Illinois, United States
* Conducted in-depth market research on ad fraud concentrating on vendor assessment. * Prepared vendor assessment matrix by analyzing various vendors on their capabilities and software solutions offered to counter ad fraud.

System Engineer
Jaipur, Rajasthan, India
• Analyzed application maintenance issues using data provided by the service desk analyst team to identify root causes, patterns, trends and, recommended solutions to the development team • Collaborated with stakeholder groups across the organization to ensure business and technology alignment • Composed test cases for validations on microservices such as business validations, structural test cases, and cardinality • Reduced cost by 20% by implementing a new alternate issue tracking system replacing the existing one • Facilitated monthly meetings with clients to document requirements and explore potential solutions.
Gaganpreet Baansal's Contact Information
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