Salesforce Optimization

As a Salesforce Summit Consulting Partner, 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 proactively identify and address longstanding issues in your org to ensure the system can grow and evolve with your business.

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Customer Satisfaction Score
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Salesforce Certifications
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Multi-Cloud Integrations​
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Salesforce Optimization Menu

developer & Integration Services

We build, deploy and maintain code and integrations for any custom development across the Salesforce platform, MuleSoft or multi-cloud integrations.

Data Migration

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.

Org Health Check

Discover insights into the health and efficiency of your Salesforce platform through our in-depth assessment.

Lightning Migration Issues

We will help you clean up issues you may see in your org post-Lightning migration and blocking internal adoption.

Visibility & Sharing

As you grow, your security needs become more complex. We review and manage visibility and sharing rules across your org to meet your security and compliance needs.

Reduce Technical Debt

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.

Salesforce Maintenance

Our team of experts provide technical support, manage and maintain your standard and custom objects, create validation rules, and workflows.

Custom Reports & Dashboards

We help you create and maintain custom reports and dashboards for your business to help you access the metrics that matter the most.

We are Salesforce Experts

As trusted Salesforce experts, we’re here to fully optimize your Salesforce implementation to make the most out of your investment.

Salesforce Expertise Oktana

850+ Salesforce Certifications

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.

  • Certified Administrator & Advanced Administrator
  • Heroku Developer 
  • Identity and Access Management Designer
  • JavaScript Developer I
  • MuleSoft Developer – Level 1 & Level 2 (Mule 4)
  • OmniStudio Developer
  • Platform App Builder
  • Platform Developer I & Developer II
  • Salesforce CMS 
  • Salesforce Mobile 
  • Slack Developer
  • Application Architect
  • B2B Solution Architect
  • Data Architecture & Management Designer
  • Development Lifecycle & Deployment Architect
  • Heroku Architecture Designer
  • Identity & Access Management Architect
  • Integration Architecture Designer
  • MuleSoft Integration Architect
  • Sharing & Visibility Architect
  • System Architect
  • B2C Commerce Developer
  • Consumer Goods Cloud
  • Experience Cloud Consultant
  • Einstein Discovery
  • Marketing Cloud Email Specialist
  • Marketing Cloud Advanced Cross Channel
  • Marketing Cloud Administrator
  • Nonprofit Cloud Consultant
  • Pardot Specialist
  • Sales Cloud Consultant
  • Service Cloud Consultant
  • Tableau CRM & Einstein Discovery Consultant
  • Tableau Desktop Specialist
  • ISTQB Certified Tester
  • Salesforce Strategy Designer
  • Salesforce User Experience Designer
  • Salesforce Business Analyst 
  • Scrum Fundamentals

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

How can we help?

We have a team ready to discuss your business goals and technology needs. 

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