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.

INTEGRATE ALL YOUR TEAMS WITH A SINGLE VIEW PLATFORM

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.

Discover what you can do with the Customer 360 Platform

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.

Oktana Salesforce Summit Partner

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:

Read more about our Salesforce Integration and Custom Development services.

Why you should attend Dreamforce 2021

Dreamforce starts next week, in just 5 days. If you’re new to Salesforce, you may not know about Dreamforce, the annual event that brings together the global Salesforce community for learning, fun, community building, and philanthropy. It’s an experience where Trailblazers from all over the world gather to share their stories, their successes, and learn from each other.

Why you should attend dreamforce

Why Attend Dreamforce

Salesforce is taking a hybrid approach this year, both on-site and online. Dreamforce 2021 takes place September 21-23, 2021, and will host select attendees in San Francisco, while the rest of the world will join virtually. 

Dreamforce will broadcast globally, for free on Salesforce+. There will be four live broadcast channels and 100+ hours of on-demand content. Salesforce is known across the industry for its excellent events. We highly recommend attending if you are working with Salesforce or would like to start learning more about it. There are four key reasons why you want to be a part of Dreamforce 2021. 

  • Learn. Transform your career with breakout sessions, training, and certification opportunities. Participate in cutting-edge demos. Meet new partners with solutions to help your organization grow.
  • Get inspired. The world’s most innovative minds come to Dreamforce to inspire, excite, and motivate attendees every year.
  • Give back. Attendees help build diversity, inclusion, equality, and sustainability with action and volunteerism. Past organizations Salesforce has supported include Girl Scouts of America, RED, and many more.
  • 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.

 

Recommendations to attend Dreamforce 

Are you ready for three full days of non-stop events? There are many sessions and topics, that’s why we have some recommendations for you:

Plan your time: One of the biggest challenges with a virtual Dreamforce will be that everyone is spread across different time zones. Dreamforce has everything you need, from session descriptions to calendar links. Don’t forget to add the sessions to your calendar and keep track of what’s coming. Take a look at the schedule and the episodes, so you can choose the sessions that make the most sense for your interests and responsibilities. During the three-day marathon, we recommend blocking off time to catch up on tasks and stay productive. 

To make your life easier, here are some sessions we recommend. Remember that if you cannot attend some sessions, they will be available later in Salesforce+.

 

Day 1: Tuesday, September 21 

  • Dreamforce Main Show: Trailblazing Together with Marc Benioff and Special Guests (12:45 p.m. ET)
  • Integrate Everything, Automate Anything with MuleSoft (1:00 p.m. ET)
  • Innovation from Anywhere with Salesforce Developers (6:30 p.m. ET)
  • Create User Experiences with Lightning Web Components (7:30 p.m. ET)
  • Develop Enterprise Applications with Apex (8:00 p.m. ET)

 

Day 2: Wednesday, September 22

  • A Special Conversation with Co-Founder & CTO Parker Harris (12:00 p.m. ET)
  • Build the Future of Business with Salesforce Architects (3:30 p.m. ET)
  • Architecting at Scale (4:30 p.m. ET) 
  • Unlocking Insights with Tableau (5:30 p.m. ET)

 

Day 3: Thursday, September 23  

  • Your Roadmap for Connected, Effortless Service (12:00 p.m. ET)
  • MuleSoft: Create Integrated Customer 360 Experiences (12:30 p.m. ET)
  • Fast and Easy Integration with MuleSoft Composer (1:00 p.m. ET)
  • The IT Leader’s Guide to the Salesforce Platform Roadmap (2:00 p.m. ET)
  • Empower IT to Ship Faster with Functions and DevOps Center (2:30 p.m. ET)

 

Test your equipment. Make sure you have all the equipment ready and prepared for a perfect virtual experience. Test your internet speed, and have a backup source just in case. Also, prepare your laptop and phone chargers as well as grabbing additional cables in advance. You don’t want to have your devices run out of power in the middle of a great session. 

 

Prepare your space: We’ve all been juggling working from home for months, so we know how easy it is to become distracted. The best approach is to find a space in your home that will let you focus on the event with minimal interruptions. Close that email, for example. We know it’s tempting to multitask; avoid it if at all possible. Give yourself the time to focus on learning and engaging as much as you can. And some of those sessions may be early; make sure you have your favorite brew ready!

 

Whether it is your first time attending Dreamforce, the second time, or more, we are sure you will have a great experience!