Oktana Calendar: Manage your Events in Salesforce

How we experience time is one of the most visible changes brought by the pandemic. New resources and tools require us to adjust to more agile ways to collaborate and do business. That’s why we created Oktana Calendar, our latest Lightning web component that helps you manage your events and meetings without leaving Salesforce. 

Think of the business meetings we all used to have before the pandemic. Decision-makers moving around the city to meet their peers in a corporate meeting room. Leaders would sit down around a table with a presentation (in most cases) to support their speeches. Business cards for appropriate introductions and handshakes to close deals. All of that is gone, but don’t be discouraged. Even if we miss the on-site conversations and meetings, there is a potential advantage we can leverage in remote work. Let me introduce you to Oktana Calendar, our digital solution to enhance time management across your team.

Oktana Calendar

Oktana Calendar is simple to install and embed

As with all of our Lightning web components, Oktana Calendar is simple to install. Just go to the AppExchange and follow three steps. Once installed in your org, the embedding process is also easy to do. As a stand-alone component, you can embed Oktana Calendar on any home page or app page. Just go to the Lightning App Builder, drag the component, and drop it where you need it. Simplicity and flexibility are part of this component. 

Better layout, more flexibility

“As a Lightning web component, Oktana Calendar can be added to any home page in Salesforce. Also, Oktana Calendar offers different views. Users can change from one to another according to their needs with one click”

Fernanda Bacino – QA team @ Oktana Uruguay

Oktana Calendar lets you take your team beyond the default calendar component in Salesforce by giving you more flexibility. Your team will be able to have a standard calendar view arranged by month, week, or day. If you feel more comfortable with an agenda view, Oktana Calendar also supports a list view of your meetings. Your team will be able to track their meetings and events in Salesforce, which will be certainly reflected in your company revenue report.

Oktana Calendar

Manage your events

Your events, your rules. You control the way you want to see them and the way you want to organize yourself. As we mentioned before, Oktana Calendar can be set monthly, weekly, or as a list of meetings. It’s up to you. You can organize your events with color-coding as you can with other external calendaring apps. The most important details are also supported: Start date and time, end date and time, location, and of course a brief description to have a general context. For those who are busy, we highly recommend setting notifications to never miss an event.

“Oktana Calendar allows you to set notifications in your org to track your events and users can customize color tags to arrange their events the way they feel more comfortable. I think both features leverage the built-in Calendar component of Salesforce”

Salvador Cáceres – Developer @ Oktana Peru

Time management is crucial in this “new normal” and having the ability to manage your meetings from the same platform you’re already using gives you an advantage you definitely want to take. Install Oktana Calendar for free and give your team an intuitive and flexible resource to manage their business meetings and be more efficient.  

Oktana YouTube: Embed & Share Videos in Salesforce

If a picture is worth a thousand words, a video is worth a million. That’s why we are proud to announce Oktana YouTube, our newest Lightning Web Component for Salesforce

Videos can be a strategic ally when it comes to communicating complex and important messages. Think about training the team on that new app you just purchased to increase sales productivity or that anniversary message from the CEO that cheers everyone up. Both are messages that need to be understood clearly and that have a greater impact when they feel more personal. Oktana YouTube makes your life easier by creating a place in your Salesforce org to embed and share YouTube videos to communicate with your team. 

Oktana YouTube

No code needed: Oktana YouTube is all about simplicity

Oktana Youtube is based on the Lightning Web Component technology. It is easy for Salesforce admins to install it from the AppExchange and to enable it on any Salesforce page. Drag and drop the component and you will be all set.

Alexis Mamani – Developer @Oktana Peru

Simplicity is at the core of Lightning Web Components and Oktana YouTube is no exception. Installing it from the AppExchange takes three (3!) clicks. Once the component is installed, you just enable it on the Salesforce page of your preference. The Lightning App Builder makes this easy for you. Drag the component and drop it wherever you prefer. As you can see, no coding skills are required to add Oktana YouTube to your org.

Admins have full control

As an admin, you get to decide whether to embed a corporate video for all of your users, or let them decide what to watch according to their needs. That’s up to you. If you need them to watch a specific video (let’s say a tutorial, a demo, or a message from the team lead), paste the YouTube ID in and you are all set. If you prefer them to be able to search, just leave the YouTube ID blank.

Oktana YouTube means flexible layout

As you create a new page in Salesforce, you also decide where to place your components. We recommend the upper right corner as the best spot, but you can move it according to your needs. Oktana YouTube also allows you to adjust the title and the height to fit your expectations. Good enough? You get the same flexibility in desktop and mobile. It doesn’t matter where you are, you can always watch your embedded videos. 

Oktana YouTube

Search videos

As Salesforce admin, you can allow your users to search YouTube videos from within your org. How does this work? Exactly as YouTube does. Enter keywords and the Lightning Web Component will retrieve related videos. Every user has their own viewing history stored, making it easier to locate previously watched videos. And you can always clear your search history with a simple click. 

Oktana YouTube is useful for everyone because it provides YouTube functionality in an intuitive way. If the admin allows it, users can visualize, share, and search any video they need. Anyone can use Oktana YouTube with other components in the same panel/screen. This way, users can access important videos without leaving Salesforce. 

Juan Chacón – QA Analyst @ Oktana Peru

All of this functionality makes Oktana YouTube a useful component you should definitely try. We leverage the YouTube API to embed and share tutorials, demos, or any other important message to your team right in your org. 

Install Oktana YouTube and give yourself another channel for your internal communication strategy. At Oktana, we care about your efficiency and experience in Salesforce, so if you think this is a good match for your company, install the Oktana YouTube Lightning Web Component for free from the AppExchange.

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Oktana YouTube