Advantages of Partnering with a Nearshore Technology Company

Collaborating with a nearshore technology company is an informed strategic choice, particularly for organizations navigating complex technological projects. Expertise in platforms like Salesforce, MuleSoft, Snowflake, and full-stack development has become increasingly critical for success in the world of technological entrepreneurship.

Nearshore partnerships address these needs through practical and efficient solutions, offering operational flexibility and access to specialized talent while allowing customers to maintain control over project execution.

This article explores seven key benefits of nearshore partnerships and their tangible value to organizations.

1. Collaborative Work Hours

One of the most consistent challenges in outsourcing is managing time zone differences. Nearshore partnerships eliminate this obstacle by aligning work hours closely with those of their North American customers. With overlapping schedules, nearshore teams are available during the same working hours, making communication efficient and reducing delays.

This proximity ensures that discussions, feedback loops, and issue resolutions happen promptly. There’s no need to schedule midnight calls or send an email only to wait an entire day for a response. Instead, questions are answered quickly, and decisions are made in real time.

Why It Matters

Aligned work hours enhance productivity and reduce project downtime. Teams stay in sync, and projects maintain their momentum without disruptions caused by communication lags.

2. Flexible Team Composition Tailored to Your Needs

Unlike traditional outsourcing models, nearshore partnerships allow for the customization of teams to meet specific project requirements. Customers can select professionals based on their technical needs, including developers, architects, data engineers, UX/UI designers, and QA specialists. This approach ensures the team is purpose-built for the project at hand.

Moreover, team sizes can be adjusted as projects evolve. Initial phases might require a small, focused group, while later stages could necessitate scaling up with additional resources to meet increased demands.

Why It Matters

Customizing the team composition optimizes resource allocation, ensuring that expertise matches the complexity and goals of the project without overstaffing or under-resourcing.

3. Transparent Communication and Full Project Visibility

Effective communication and project transparency are essential for maintaining trust and ensuring project success. Nearshore companies prioritize customer involvement by providing access to project management tools, frequent updates, and detailed documentation. Customers can track progress, review deliverables, and provide input as needed without being excluded from the process.

This transparency fosters accountability and identifies potential issues early, allowing for proactive course corrections. Nearshore companies also encourage regular meetings and status reviews, which provide additional opportunities for collaboration.

Why It Matters

Transparency reduces the risk of misunderstandings and ensures that customers remain informed and in control, leading to better alignment with project goals.

4. Adaptable Project Management Methodologies

Every project is unique, and nearshore companies recognize the importance of tailoring their approach to fit specific needs. Whether a project requires agile development for iterative improvements or a structured waterfall methodology for large-scale deployments, nearshore partners adapt to the customer’s preferred framework.

Additionally, they offer flexibility to accommodate shifting project scopes or priorities. If new features are required mid-project, nearshore teams can pivot efficiently without compromising timelines or quality standards.

Why It Matters

Adaptability ensures that projects remain aligned with business objectives, even as those objectives evolve.

5. Cost Efficiency Without Quality Compromises

One of the strongest incentives for choosing a nearshore partner is cost efficiency. Nearshore companies provide access to highly skilled professionals at competitive rates, often lower than those charged by onshore providers. This affordability is achieved without sacrificing the quality of deliverables. Adding to this, nearshore partnerships reduce hidden costs often associated with offshoring, such as those arising from miscommunication.

Transparent pricing models also allow customers to plan budgets more effectively. By working on a time and materials basis, customers only pay for the resources and time they need, avoiding unnecessary expenses.

Why It Matters

Cost efficiency ensures that organizations can achieve high-quality results while optimizing their financial resources for other strategic priorities.

The Strategic Value of Nearshore Partnerships

Nearshore technology companies offer more than just technical expertise—they provide a partnership grounded in collaboration, transparency, and adaptability. These qualities make them uniquely suited to meet the needs of modern organizations navigating complex projects.

By aligning work hours with customers, offering deep expertise in specialized technologies, and enabling tailored team compositions, nearshore partnerships bridge the gap between cost efficiency and high-quality execution.

For organizations working with platforms like Salesforce, MuleSoft, Snowflake, and full-stack systems, nearshore partnerships, like Oktana’s, deliver measurable benefits. They support both immediate project goals and long-term scalability, making them a practical and strategic choice for businesses seeking sustainable growth.

Salesforce + Snowflake Integration & Data Solutions

Over the past 10 years, Oktana has strictly focused on building expertise around Salesforce and its products. That journey has led us to become experts in Heroku, Tableau, MuleSoft, and a host of other technologies as we’ve migrated millions of rows of data and integrated countless APIs.

With the launch of Salesforce Data Cloud, our experience pulling data from Snowflake into Tableau and the increased reach of Einstein, we saw an opportunity to take advantage of our comfort in data to “go big”.

We are proud to announce we are officially a Snowflake Services Partner!

Why Snowflake?

Snowflake is a cloud-based data warehousing company. The company provides a data PaaS to allow you to store and analyze large amounts of data in the cloud without managing the underlying infrastructure. It’s known for its scalability, ease of use and ability to handle diverse data types to power analytics and data-driven decision-making.

Snowflake + Salesforce

Salesforce is a great place to unify data to drive your business, but a data warehouse solution may be necessary if you have large quantities of data from disparate sources or that needs to be managed before moving into Salesforce.

We can help you:

Extract data from Snowflake to integrate into your classic Salesforce reporting and dashboards
Extract data from Snowflake to build beautiful data visualization in Tableau
Extract data from Snowflake into Salesforce Data Cloud to power marketing intelligence
Write data to Snowflake from Salesforce or Heroku-based applications

Snowflake + MuleSoft

Keep your data elsewhere? We can set up the MuleSoft Anypoint Connector for Snowflake to allow you to connect your systems to Snowflake. With MuleSoft’s flexibility and Snowflake’s scalability, you will be able to streamline processes, enhance data accessibility, and drive insights.

If you’re curious how to better access your data, reach out to our team. We have experts ready to rock.

Dreamforce 2022: A Guide of What to See & Do

September is almost here, and Dreamforce is just around the corner! The Oktana team will be attending this year, so we’ve been keeping ourselves busy preparing for it with much anticipation.

This year marks the event’s 20th anniversary, and the theme they’ve selected reflects the significance of this momentous achievement: “Go Big and Come Home”.

It will be held at its regular venue, the Moscone Center in San Francisco, from September 20th to the 22nd.

Why Attend Dreamforce 2022

Dreamforce brings together thought leaders and industry pioneers for a week of idea sharing. You’ll learn, you’ll network, and you’ll grow. And most importantly, you’ll have a ton of fun.

Here are four reasons why we love attending Dreamforce so much…

1. Learn: Dreamforce will have over 1,000 sessions and workshops this year, learn about new products and releases, have hands-on experiences, and get inspired. This is the ‘World’s Largest Software Conference’ after all.

2. Connect: It is the perfect place to meet new people, build careers, and completely transform your career by networking.

3. Give Back: Salesforce is all about Philanthropy, Dreamforce couldn’t be different. By attending Dreamforce, you’re giving back too. Over the years, over $100M has been raised and donated during Dreamforce to a variety of charities and communities.

4. Have fun: When Trailblazers get together, it’s a party. And Dreamforce is the biggest one of all. Dreamforce is a celebration of the community. And this year, the Red Hot Chili Peppers are performing live!

Who is going to be there this year?

Tens of thousands of like-minded Trailblazers from around the world.
The Red Hot Chili Peppers!
World celebrities, activists, and athletes
- Bono | Lead singer of U2; Co-Founder of ONE and (RED)
- Jennifer Hudson | Emmy, Two-Time Grammy, Oscar & Tony Award-Winning Artist
- Matthew McConaughey | Academy Award-Winning Actor, NY Times Bestselling Author & Salesforce Brand Partner
- Earvin “Magic” Johnson | NBA Legend and Chairman & CEO of Magic Johnson Enterprises
- Simu Liu | Actor & Writer
- Dina Asher-Smith | Two-Time Great Britain Olympian
Salesforce Chair & Co-CEO Marc Benioff and Co-CEO Bret Taylor

Recommended sessions

The Dreamforce agenda has been released, and great content will be available for all kinds of roles, products, industries, and more. So, how do you ensure to get the most out of your experience?

Take a look at these curated lists of Dreamforce sessions we recommend attending based on your role…

See you in San Francisco!

This year we will be attending Dreamforce. We booked a meeting room nearby the Moscone Center (see the map below), so you can meet the Oktana team and chat about Salesforce technologies, languages, and frameworks to enable your company’s innovation.

Interested in setting up an appointment to meet with someone from our team during Dreamforce? If yes, then follow this link to select a time that’s convenient for you.

Here’s the Details…

Where: Mindspace | 575 Market Street @2nd

When: September 20-22 | 10 am – 5pm

Amenities & swag:

Lounge spaces with phone booths
Kitchen with coffee, water, tea, fruit, and sweets
Custom knit socks
Webcam covers
We’re ordering dozens of freshly baked alfajores as a way of sharing our company’s South American culture with those visiting our meeting space

Oktana team attending Dreamforce:

Jaime Solari | CEO
Marcos Solari | Co-Founder
Dennis Picht | CRO
Christine Burnham | VP of Sales
Jon Parker | Strategic Account Executive

Integrate all your teams with Salesforce Customer 360 Platform

What is the Customer 360 Platform?

Salesforce Customer 360 is the core Salesforce Platform that connects your marketing, sales, commerce, service, and IT teams with a single view of your customer data, helping you grow relationships with your customers and your employees. It includes a full range of Salesforce products that help your company keep everything connected in one system.

Discover what you can do with the Customer 360 Platform

Salesforce Customer 360 Platform is built to work with countless applications to provide a seamless customer experience that allows you to run your organization smoothly.

One of the ways you can integrate the Customer 360 Platform with other programs is by using Salesforce Appexchange, a marketplace for apps that can be installed easily into your Salesforce org. Integration can also be done with MuleSoft Anypoint Platform, you can connect any system, application, data, and device to unleash the full power of Customer 360.

Customer 360 has a solution for every phase of your customer’s journey. The more teams you unite, the more you know, and the better you grow.

So, what are the teams you can unite under this scalable CRM platform? Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Slack, and Commerce Cloud just to name a few.

Customer 360 gives everyone in your company the ability to access crucial data and make smarter, faster decisions.

We have helped our customers take full advantage of Customer 360 Platform, integrating it with over 30 different technologies. Here are some of the success stories:

External API developer community

Our customer, a large installer of interior finishes for US homebuilders, needed help to grow their external API developer community to promote integrations with builders, suppliers, and vendor partners.

In order to create a new community to support the growth of API for buyers and prepare the way for future APIs, we used MuleSoft Anypoint API Community Manager. Our team worked closely with the customer to create a developer portal that showcases the API with technical and business documentation, and a mocking service to allow developers to try the API on the site.

Through the Experience Cloud, we were able to customize the community theme to ensure it remains consistent with the overall brand. Using Salesforce CMS cards throughout, we could simplify management of the site’s content and provide a space to showcase APIs in development (i.e. “Coming soon”).

Results

Launched the developer portal and gave access to builders which reduced their onboarding time by 80%

Streamlines Data Management with Salesforce

Our customer, a Professional services company specializing in Salesforce digital transformations, identified an opportunity to create an abstraction layer on Salesforce to simplify and streamline data entry and management for their clients.

Our client partnered with us to build a new application using Visualforce, React, ts-force, and TypeScript to give their clients a better interface to manage events, opportunities, leads, and comments. This new Salesforce application provides a simplified user interface, unifying management for all 4 object types on one page (translated in both English and Japanese).

Results

The key partners and customers will start using the product as soon as the MVP of the product launches.
Companies who use Salesforce to create meeting minutes, action items, input their sales activities and customer details, saved more than 50% of their time.

If you are interested in reading more about our success stories, we recommend you check out Oktana’s Success Stories.

Oktana achieved ‘Expert’ status for the Customer 360 Platform specialization

In 2022 Oktana achieved ‘Expert’ status for the Customer 360 Platform specialization in the Salesforce Partner Navigator program, the highest level for the category.

As a software development company that helps customers innovate, 100% of our Salesforce projects use at least one of the Customer 360 specializations. Most of these projects require implementation of other Salesforce clouds that we have vast expertise, such as Experience Cloud, Service Cloud, and MuleSoft.

The Customer 360 Salesforce Specialization requires demonstrated and validated expertise in eight Salesforce Customer 360 areas. Through our customer projects, established demonstrated knowledge and expertise in AppBuilder, Heroku, Integration Services, JavaScript Designer, Mobile, Platform, Process Automation and Security & Privacy.

Did you know we are also Salesforce Summit Partners? Check out how we achieved Summit (previously known as Platinum).

Oktana Salesforce Summit Partner

Oktana was recently recognized for reaching Salesforce Summit Partner status (previously known as Platinum) and for achieving “Expert” status recognition for Salesforce Customer 360 Platform and Experience Cloud in the Salesforce Partner Navigator program.

The Salesforce Navigator program allows partners to differentiate themselves and showcase their expertise. Navigator combines three aspects of a partner’s implementation and services experience into a measure of expertise that is Salesforce-validated and verified. (You can see our current recognition in the Oktana AppExchange listing.)

The evaluation criteria rates the partner’s product and industry expertise based on these measurements:

Knowledge: Salesforce certifications
Experience: Completed projects
Quality: Customer satisfaction score

Navigator has three possible levels of expertise:

Level I demonstrates knowledge and capacity to produce customer success consistently.
Level II showcases that the partner has the project delivery capacity while maintaining high standards of customer success
Expert is the highest level of experience proven leaders in the area of domain.

About Oktana

We have vast experience working with the Salesforce Platform and related technologies. Since 2014, we have partnered with more than 250 companies of all sizes and industries, and we have achieved more than 450 Salesforce Certifications (and numerous non-Salesforce certifications!).

Our team is distributed across Bolivia, Colombia, Ecuador, Paraguay, Peru, Uruguay, West Virginia and across the US, with developers, testers, designers, project managers, business analysts, and architects. From day one, we provide training and certification opportunities that enable our team to build expertise across the Salesforce ecosystem and a range of languages, frameworks, and platforms.

We have completed more than 700 projects using Salesforce technologies, allowing Salesforce to recognize our expertise through their Navigator program.

Our current Salesforce expertise

Customer 360 Platform – Expert: Customer 360 connects marketing, sales, commerce, service, and IT teams with a single view of your customer data, helping you grow relationships with your customers and your employees.

Experience Cloud – Expert: Salesforce Experience Cloud, formerly known as Community Cloud, helps companies quickly build connected digital experiences for their customers, partners, and employees at scale.

Einstein – Level II: The first comprehensive AI for CRM. An integrated set of AI technologies makes Salesforce Customer 360 smarter and brings AI to companies everywhere.

Service Cloud – Level II: Service Cloud allows your companies to deliver service to every customer, anytime, anywhere. It is a part of Salesforce’s Customer Success Platform, an ecosystem of connected mobile and social tools powered by the cloud.

PDO/Appexchange – Level II: We have in-depth knowledge in building commercial applications for the AppExchange, we can help you design the product and work in isolated key areas of your application. Currently, we have built one app and 12 components on the AppExchange.

Industry Products – Level I: Salesforce industry clouds provide out-of-the-box industry-relevant innovation to speed up implementation and customer success, and create a unified experience that deepens relationships across lines of business.

Nonprofit Cloud – Level I: Nonprofit Cloud is an end-to-end platform designed for fundraising organizations, educational institutions, and other nonprofit entities to expand their reach digitally, deepen their connections, and streamline their internal management by keeping track of the people they work with.

Sales Cloud – Level I: Sales Cloud is a fully customizable product that brings all your customer information together in an integrated platform that incorporates marketing, lead generation, sales, customer service, and business analytics.

What does this mean for you?

We can confidently say that we are Salesforce experts recognized for guiding our customers towards success.

As a Salesforce Summit Partner and certified experts for Customer 360 Platform and Experience Cloud, we provide digital strategies, technical architects, and Salesforce solutions that will help your company innovate and grow.

We can guide you in finding the right solutions for your business. Check out our latest project updates, where we have built customized solutions for our clients:

More about our Salesforce Integration and Custom Development services.

Manage API Users with MuleSoft Anypoint API Community Manager

Oktana is one of the first Salesforce consulting partners to work on MuleSoft Anypoint API Community Manager (“MuleSoft ACM”) integration projects. We are one of the few with experience on MuleSoft ACM. Our team is currently working on six different implementation projects having completed more than five already. These MuleSoft ACM integration projects have been across a wide range of industries. Such as aviation, financial services, healthcare, interior design, and high tech.

Why MuleSoft Anypoint Platform™?

Many organizations turn to the MuleSoft Anypoint Platform. Because it provides the tools to develop, deploy, manage and secure the APIs that help them run and extend their businesses.

Digital transformation in any industry brings challenges. How do you regulate and manage access to APIs while providing clear and open information to your developer community on usage? Security is exceptionally important. For example, when you’re creating a new digital ecosystem, you want third-party developers working with your systems to also be able to develop rapidly and effectively.

Organizations that need to scale their network of partners and customers through expanded communities can now leverage MuleSoft ACM. Which essentially provides MuleSoft customers with the ability to manage their API users in a community. The community is based on the Salesforce Experience Cloud (previously known as Community Cloud). This enables them to improve communication and provide more context to their API users. Managing access and security and also providing detailed information on API usage is essential when exposing core information related to customers, accounts, transactions, payments, and credit cards.

The length of each of these projects has varied based on the complexity of the organization’s requirements but generally takes 4-6 weeks. Obviously, it can take more time based on the number of customizations required. Customizations can include custom signup and approval processes, custom objects, special security and permissions configurations, and enabling custom domains.

Aviation

The work done to integrate MuleSoft ACM for our aviation industry partner was complex. It required creating and integrating external objects. That had to then be shown in permanent categories in the MuleSoft Anypoint Platform ecosystem. Our team was able to integrate these external objects using Apex.

Healthcare

Our partner, a healthcare provider, required a unique process for user approvals. They needed to add an additional step for the usage of specific APIs and the method by which API keys are distributed. MuleSoft provides solutions specifically for healthcare. Designed to streamline manual processes, enable cross-collaboration, and unlock healthcare data in a secure, reliable manner.

Financial

For this specific project, our team started with the implementation of MuleSoft ACM. Installation and configuration were followed by significant work managing additional security requirements. To allow efficient management of access to the APIs, we created a new self-service registration service for developer partners. The team use Apex, Aura Components, JavaScript, HTML, and CSS to create the registration service. Ensuring developer partners have managed registrations allows our customers to personalize partner pages and create a fully branded experience. MuleSoft ACM is able to leverage the Salesforce Content Management System (CMS). It publishes materials for each API, like documentation and marketing information. Also, MuleSoft allows them to manage access and provides developers the ability to test APIs without code.

Certainly, companies looking to improve how they manage their APIs will find MuleSoft has solutions specifically targeted to eight different industries. Financial Services, Government, Healthcare, Higher Education, Insurance, Manufacturing, Media & Telecom, and Retail. But, companies from other industries, like our Aviation partner, can also successfully leverage the platform to accelerate development. If you have an API strategy firmly established on the MuleSoft Anypoint Platform. It will be easier to enable developers (internally and externally) to use your APIs responsibly.

Resourcing with Oktana

When you outsource development, nearshore or onshore, you probably wonder about resources and whether they’re going to work well with your internal team. At Oktana, we consider our team to be your development team. We take pride in working to get the right help for each project, whether it’s a designer, developer or a whole team. Many of our clients even choose to continue with the same team on multiple projects.

Let’s take a look at how resourcing works at Oktana.

Step 1. Gather data

First, we need a clear picture of your company and project. Your account manager will work with you to understand skill requirements, project scope and anything else you feel is essential. For example:

Will we work alongside your internal team?
Will we need to integrate with existing systems?
Are there preferred development platforms, frameworks or languages?
Is business analysis, design or test automation part of the scope?

We work with you to define “done” for the project. We are an Agile company, so this often means defining a minimum viable product, or MVP. These conversations help us determine a reasonable start and end date for the project.

Step 2. Select resources

Now that we have an idea of your needs, our resourcing team will build your development team. We want to ensure your team brings the skills to meet all of the technical requirements for your project. We also want to ensure they’re a good fit in terms of personality and experience.

Everyone should feel confident in their ability to work together.

Step 3. Review resources

As our resourcing team builds your development team, you have a few options depending on how involved you want to be in the process. You can let us handle the entire process, or you can be far more hands-on.

If you want to be more hands-on, we’ll work with you to review a set of developer profiles. You can also conduct developer interviews to meet each team member before you sign-off on your development team.

What’s a developer profile?

Our resourcing team compiles a developer profile for each of our developers, which provides you with a good overview of their skillset, certifications and experience.

Step 4. Meet your development team

Our teams receive English tutoring and overlap with most of the US workday. Because of this, you are always able to chat or run planning sessions, review specs and do demos face-to-face by video. This is your development team.

As your project grows, or requirements shift, your account manager will work with you and our resourcing team to adjust the team to meet those needs.

We hope all of this information helps you understand the resourcing process better and by extension how our teams work. Our team has worked with different organizations and their projects. We are Salesforce platform experts and offer custom development to help you build your platform and solve the right problems. If you want to know more about our work, go check out our latest success stories.

Connecting Salesforce and Slack

We’re always looking for new challenges here at Oktana. One recent challenge that presented itself to us came from our partners, a leading investment firm. This investment firm out of California works with growth-stage companies in a wide variety of industries. They approached Oktana to help them find a solution to an efficiency problem within their organization. The primary tool that they used within the organization for work was Slack, and several different apps designed to interface with it. Their employees had to switch between Salesforce and Slack to manage updates and new tasks that would populate through Salesforce.

That’s where Oktana came in; the firm wanted a way to integrate Salesforce into their Slack experience to help save everyone at their company time and energy while they’re working. What could we do to bring these two platforms together? We started by exploring what tools might already exist within Slack that would make this integration quick and easy and found Incoming Webhooks. With Incoming Webhooks, we were about to take any new notifications from the Salesforce org about new task assignments and send them to users within the Slack instance.

This implementation was a success, and users were receiving notifications, but it was apparent that it wasn’t going to be the right solution for the long term. There were severe limitations to what we could do with Incoming Webhooks. While it could bring in notifications from Salesforce, it wasn’t able to limit those notifications to those directly involved with the task and instead sent them indiscriminately to the entire team. Additionally, there was no way to talk back to Salesforce after you received a notification in Slack, Incoming Webhooks is a one-way street. As such, we decided that we would need to take a different approach to solve this problem.

Thankfully, our partners at the firm were receptive to these concerns and were open to our recommendation for another option that might better suit their long-term needs. Since Incoming Webhooks did not fit our needs, there was only one course of action to take at this point. We needed to build a bespoke app to do the job. We created a small application in Node.js hosted on Heroku that would handle everything the investment firm required and more.

First, the app would replicate the functionality of the old implementation and take any task notifications from Salesforce and send them to Slack. Next, the app acts as a chatbot on Slack that can receive messages from Slack and send them back to Salesforce to update and create new tasks. Additionally, we built this app to be as lightweight and efficient as possible. At its core, the app is always listening to both sides, and when it detects something relevant, it translates the message and sends it from one application to the other. Oktana development process is about creating the most value possible for our clients. The lightweight nature of the app means it has space to grow and take on other functions so that the link between Salesforce and Slack can be expanded later on if needed. The app also can interface with applications beyond Salesforce if the need were ever to present itself.

The Critical technologies from this project:

Salesforce
Slack
Node.js
Heroku
Apex
Incoming Webhooks

This project was about seeing disfunction in how employees at the investment firm were working and finding a way to make it more streamlined. We saw that our client needed a solution for fixing their workflow, and we were able to accurately identify the problems as well as the best way to solve them. Now, they don’t have to move between Salesforce and Slack every time they want to update tasks, and we were able to face a new challenge head-on and solve it creatively.

Okta and Oktana: Working Together

At Oktana, we’re proud of the work we’ve done and the companies we’ve had the opportunity to work with. Our goal with this blog is to share some of the work we’ve been doing and in turn highlight the things that make us good partners for those that may need help in the Salesforce space. One of our most recent partners -Okta- is one we’d like to highlight. Okta fast-growing technology company with a strong emphasis on enterprise security. Its focus is on the development of single sign-on systems for enterprise clients that allow users to log in to a number of services, including Gmail, Salesforce, and Slack all with one username and password. The success Okta has been experiencing has led to our partners so that we can assist them in their growth and capture key processes needed for such growth to be as smooth as possible.

Okta needed a partner to supplement its internal development team to achieve greater bandwidth, higher quality, and faster development cycles. In the process, we’ve become a part of Okta’s team and integrated ourselves into their workflow acting almost as an extension of the existing engineering team. Working together on projects with a goal of acting like one team even in an environment where everyone is collocated is something we’ve been doing for a long time. We can do it and we can do it really well. One of the key factors in the decision-making process that gravitated Okta to Oktana was the appreciation for transparency, honesty, and integrity when critically examining the work to be done and recognizing as a team the challenges we may face along the way as well as their solutions.

With that goal in mind, we have been working closely on a number of different projects. The biggest being an important refactoring exercise of their entire codebase. As mentioned earlier, growth is occurring so fast that they need to improve logic and code across the board is imperative to their ability scale. Oktana has become the face of this effort by spearheading improvements and encouraging the adoption of best practice principles that will lower maintenance costs and leverage Salesforce release improvements better.

This type of customer engagement is one that fits perfectly into our wheelhouse. The key elements of this project that we want to highlight are:

Apex/Visualforce
Salesforce Lightning and Lightning Components
Salesforce CPQ
Agile
Velocity
Quality
Transparency
Integrity
Honesty

Beyond our specific project described in this blog post, we’re also supporting Okta by helping improve its internal development processes. With the refactoring exercise, we’ve been slowly and subtly making the development process smoother and more streamlined for their team and helping them improve their scrum process as well. We are honored to get the chance to help an amazing organization such as Okta and hope we continue helping others in this same capacity.

Oktana and Okta App Development Program

If you are a Salesforce partner looking to partner with experts to help you provide the best custom app development solutions to your clients Contact us. Our team will give you more information about these services.