Oktana partnered with a U.S.-based boutique company specializing in residential solar financing to improve the scalability and efficiency of its customer-facing applications and partner engagement systems. The goal was to extend the company’s Salesforce capabilities by building custom web applications that could deliver a more dynamic user experience, while maintaining full alignment with its core business data. Our team focused on creating a flexible, real-time architecture that streamlined backend operations and enabled powerful, data-driven reporting.
CHALLENGE
To better serve its network of partners, installers, and end users, the customer aimed to deliver a more tailored and dynamic user experience. While Salesforce continues to serve as the core platform for operations and data management, the team identified an opportunity to complement its use by developing custom web applications hosted on Heroku.
To support this initiative, the customer partnered with Oktana to architect a flexible front-end layer using React and Node.js, hosted on Heroku, with real-time access to Salesforce data through a tightly integrated backend. The key challenge was enabling seamless, real-time synchronization between these Heroku-based apps and their Salesforce orgs—ensuring data consistency and operational continuity across platforms.
SOLUTION
Oktana partnered with the customer to develop a robust architecture that bridges Heroku and Salesforce through a secure, scalable integration—designed to provide an enhanced experience on the front end and meaningful business insights on the back end. Key deliverables included:
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Heroku-Powered Web Applications
Migrated legacy processes to modern web applications hosted on Heroku, with Heroku PostgreSQL and Redis supporting data processing. This transition enhanced flexibility and user experience without compromising data integrity. -
Heroku Connect & Back-End Sync Engine
A custom synchronization engine, built alongside Heroku Connect, ensures reliable and real-time data flow between Heroku applications and Salesforce to support core operations and external user interactions. -
Salesforce Optimization
Developed a modular Next.js-based interface connected via a NestJS REST API. This application delivers a refined user experience while continuing to rely on Salesforce as the central system of record. -
Data Engineering & Reporting
Integrated Tableau with Snowflake to enable scalable, real-time reporting for internal teams, improving visibility and access to operational data.
RESULTS
- 50% increase in customization flexibility through Heroku-hosted applications
- 30% faster processing of loan applications due to back-end optimization
- Robust real-time reporting via Tableau + Snowflake integration
- Continued use of Salesforce as the operational backbone, now extended through scalable, highly customizable web applications
Oktana’s solution enabled the customer to significantly modernize their digital infrastructure by integrating a scalable architecture that bridges Salesforce and Heroku. The result: a faster, more flexible system that enhances the user experience, ensures real-time data consistency, and provides actionable business insights through robust analytics.
By moving to a modular front-end architecture and streamlining backend synchronization, the customer now delivers high-performance applications while maintaining Salesforce as their system of record. This shift has reduced operational bottlenecks, accelerated development cycles, and empowered internal teams to focus on strategic innovation.
With a foundation built for scale and adaptability, the customer is now better positioned to meet evolving user demands and support future growth across platforms.
Looking to enhance your own platform architecture? Our team can help you build scalable solutions that integrate seamlessly with Salesforce and deliver measurable impact.