BI Analyst
You sit at the intersection of Salesforce and the downstream systems that consume its data – Tableau, Power BI, Looker, dbt, and data warehouses like Snowflake or BigQuery. You care about whether fields mean the same thing they meant six months ago, whether the schema is stable enough to build on, and whether the data model supports the metrics the business actually needs.
CRMdig makes Salesforce schema semantics inspectable in natural language, surfaces null rates and field quality metrics via SOQL, detects schema drift before it breaks auditable query logic that backs every number.
What a BI Analyst can ask CRMdig.
“What picklist values exist on Lead.LeadSource in our org? Then show me the actual distribution in the data – I want to find values that don’t match the configured picklist.”
“What are the null rates on the key fields we use for revenue reporting – Amount, CloseDate, LeadSource, ForecastCategory – across all open opportunities?”
“Have any fields on Opportunity or Account been renamed or deleted in the last 30 days? Our Power BI refresh may have broken silently.”
“How does the Opportunity object relate to Campaign, Lead, and Contact? I need the full relationship chain to build a multi-touch attribution model.”
“Which custom fields on Opportunity have had a null rate above 90% for the last year? I want to flag zombie fields before we include them in the data warehouse.”
“Which formula fields on Opportunity depend on other custom fields that have high null rates? I need to know which calculated metrics are unreliable.”
“Walk me through the full object chain from Campaign through Lead through Opportunity to Closed Won. Where does attribution data drop off?”
“Build me a SOQL query that compares Q2 2025 closed-won revenue to Q2 2024 by segment, controlling for deal count differences.”
“Give me an org health schema scorecard – field null rates, deprecated values still in data, and schema stability signals – for the objects that feed our Snowflake pipeline.”
“Before we deprecate ARR_Legacy__c in Salesforce, show me every downstream system artifact that references it – reports, formula fields, other objects.”
Your org is already telling you something.
Ready to hear it?
Read-only OAuth · No data stored · First org brief is free · No credit card required