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It’s essential to keep your Salesforce org, a major investment, updated and optimized to your business needs.
As a Salesforce Summit Consulting Partner, our team lives and breathes Salesforce. We maintain solutions we’ve implemented for you or help you decrease existing technical debt and rollout your backlog of updates.
Not sure what you need? We also proactively identify and address longstanding issues in your org to ensure the system can grow and evolve with your business.
As your company grows and evolves, so does your Salesforce org. Our team of experts can provide technical support, manage and maintain your standard and custom objects, create validation rules, and workflows.
Having a 360-view of your business is Salesforce’s goal. We can help you create and maintain custom reports and dashboards for your business to help you access the metrics that matter the most.
As you grow, your security needs become more complex. We can help you review and manage visibility and sharing rules across your org to meet your security and compliance needs.
Discover insights into the health and efficiency of your Salesforce platform through our in-depth assessment.
Our team can help you build, deploy and maintain code and integrations for any custom development across the Salesforce platform, MuleSoft or multi-cloud integrations. Read more about our Staff Augmentation services.
Are you ready to integrate more data into Salesforce? We will find the best way to get your data all in one place and accessible to your Salesforce users.
Sometimes the backlog gets away from you, other times you may be working around a suboptimal Salesforce implementation. We help your team catch up and move forward.
We will help you clean up issues you may see in your org post-Lightning migration and blocking internal adoption.
As trusted Salesforce experts, we’re here to fully optimize your Salesforce implementation to make the most out of your investment.
Our founding team has built on the Salesforce platform since 2004, when the platform was first opened to the public, giving us years of experience innovating within the Salesforce ecosystem.
Our expert consultants can help you integrate the newest Salesforce technologies, including Salesforce Maps and the Data Cloud.
Oktana values trust and manages a compliance program that carefully considers data protection matters, with both physical and remote considerations. With access to onshore resources, we have the ability to meet compliance requirements from specific industries, including Healthcare, Financial Services, and U.S. Public Sector.
We have a trusted team, committed to the security of our business and yours.
Have a project in mind? We have a team ready to discuss your business goals and technology needs. Let us help you achieve real results.
Our customer had a portal to view its partners, only accessible to their admins. The team felt the need to develop a new portal, in which they could manage all partner accounts and give partners access to manage their own accounts. This portal had to be created with a user-friendly UI to make it easy for admins and partners to use.
Our partner develops an electronic health record (EHR) software that helps physicians save time in their medical process while improving both quality of care and business outcomes. Their software offers integrated healthcare solutions, including practice management, analytics, business operations services, and much more.
Our customer is a nonprofit providing a community platform that empowers breast cancer patients with resources for diagnosis, treatment, and recovery. We built a community solution on the Salesforce platform using Lightning Components, custom development with custom objects, and Apex.
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