Salesforce Consulting

As Salesforce experts, we are strategic partners here to help you identify and define the innovation you need to optimize your Salesforce integration and achieve your goals.

We have certified Salesforce application architects on our team to help architect custom Salesforce app solutions that make sense for your company’s needs.

From a project management perspective, we are an Agile team and can help you manage projects effectively all through to delivery. We generally use an iterative Scrum approach which enables us to gather feedback and move quickly.

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Salesforce Integrations
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Successful Projects
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Salesforce Certifications
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Customer Satisfaction Score

Our Salesforce consulting services include

Custom Development

With over 8 years of experience building on the Salesforce platform, our technical team can provide custom development to build any internal app on Salesforce, Classic, or Lightning. We can also adapt your existing app to meet Salesforce AppExchange security requirements or build one from scratch.

Managed Services

It’s essential to keep your Salesforce Org updated and in line with your business needs. We can proactively manage, maintain, and address issues before they become full-blown problems, and also ensure the system grows and evolves with your organization.

Salesforce Testing

Quality assurance is integral to an effective and rapid software development process. Thanks to our long-term partnerships, we have been able to help our customers ensure everything is built with quality in mind from the start, whether working on a new Salesforce integration or enhancing an existing application.

Salesforce Integration

With certifications across a wide range of Salesforce products, in addition to products like Heroku and MuleSoft, we can help you connect any app or system to the Salesforce ecosystem. Whether you need data migration into Salesforce or full integration with Salesforce technology, we have certified developers to provide this service.

Strategy and Architecture

Prioritize your business objectives and explore options by leveraging Salesforce to meet them, from product selection to architecture. We can work with your team to gather requirements and define user stories to build a roadmap that achieves your goals on a realistic timeline.

UX/UI Design

Our team of designers are well-versed in the capabilities of Salesforce technologies and how to best apply modern design principles to your project. We’ve provided everything from illustrations to complex wireframes for a range of projects, many of which have reached audiences in the millions.

Salesforce Migration

As your business changes, so do your data needs. Our team can advise, plan, and execute a successful Salesforce migration. Our developers are ready to minimize downtime during the migration process, remove duplicate and inconsistent data, and much more.

Project Management

Move and think like a startup. We are happy to extend our knowledge of Agile methodology to your team, by actively managing your project or training your team on best practices.

Salesforce products

Experience Cloud

We are Salesforce Experience Cloud experts, we can help you build a unified, global customer service experience and community portal solution for your business. Empower your customers to build valuable relationships and work more efficiently by integrating workflows and better managing agents’ time.

Service Cloud

Salesforce Service Cloud is a customer-centric relationship building software to enable you to personalize and automate customer interactions. Our team of consultants can help you transform your support organization by building a powerful, time-saving solution to empower customers on any channel at any time.

Sales Cloud

Sales Cloud is the ultimate scalable solution to provide a 360-degree view of your business and increase sales. Scale your pipeline, sales velocity and growth with rich visibility into your current customers and prospects. We can help optimize or fully implement a custom Sales Cloud solution to aid in your digital transformation.

Heroku

Heroku allows you to build complex consumer solutions and consume large amounts of data. Its Postgres database enables developers to build, manage and scale apps quickly. We can help you build anything on this powerful platform and even integrate it with Salesforce to create a personalized experience for your customers.

MuleSoft

As MuleSoft partners, we can help you build an all-in-one experience by connecting, managing, and building APIs according to your needs and standards. MuleSoft can help you broaden your API network. 

Mobile

Though we see Salesforce as a business-friendly database, we are also adept at working with relational and object-oriented databases including MySQL, NoSQL, SQL and Heroku Postgres.

Technologies

The Oktana team has helped global companies across multiple industries build apps and cross-cloud integrations with a variety of complex languages and frameworks. Our business analysts have worked with different technologies such as Confluence, Gherkin, Lucidchart, and Signavio.

Check out some of

the technologies our experts use.

Trust and security

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

Salesforce consulting success stories