Santosh E.
Salesforce & Einstein Analytics Consultant
Santosh E.
  • Country: India | Asia/Kolkata

  • Availability: Full-time : 30+ hrs/week

  • Currency: USD

  • Hourly Rate: $50/hr

  • Member since: Nov 3, 2018

About Me

Provided Salesforce, Lightning, Einstein/Wave Analytics architecture and administration including advanced configuration such as flow, Process builders and approval processes.
 Worked on all aspects of Salesforce, Lightning and Einstein/Wave Analytics architecture and custom configu-ration and technical/functional capabilities, including changes and potential system implications. Project management methodology Agile/Kanban.
 Developed user training materials and provided day-to-day end-user support;
 Assist users/proactive best practices to enhance/increase knowledge of Salesforce Classic w/Lightning Experi-ence.
 Provided operational support including user and security management, hierarchies, roles, lead import and management and view creation.
 Built and managed dashboards in SFDC and Wave, views, reports in Salesforce standard and custom objects
Expert /administrator for all existing sales pipeline reports, campaigns, opportunities and dashboards.
 Established and implemented best practices with regards to system maintenance, configuration, develop-ment, testing, and data integrity.
 Created POC, R&D for the MNC organizations.
 Worked on 7 successful RFP.
 Managed writing/reporting/presentation of the rollout of account opening and maintenance functions to front office
 Conducted Refresh process by reviewing client data and incorporating new regulatory requirements into pro-cess
 Drafted updates to the Client Onboarding Procedures
 Created and produced quarterly reports for Management on performance metrics
 Documented, translated and communicated pain points and requirements gathering for IT to Business, Legal and Compliance and vise versa


  • Working History

  • Einstein Developer & Salesforce Consultant

    A Banking project

    Nov, 2017 to Aug, 2018

  • Education History

  • Santosh has not provided this info yet!


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