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.


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”).  


  • 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). 


  • 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.

Salesforce TDD (Test-Driven Development)

Hi, I’m Diego and I have several years (I prefer not to say how many, but let’s say “enough”) working in Salesforce. I am also an Agile enthusiast and lover of applying related techniques throughout my work.

I’ve found test-driven development (TDD) can be a great technique for building robust software, but when we work in Salesforce, I find some constraints or restrictions can make it frustrating. In this post, I’m going to show when and how I use TDD while coding in Salesforce.

Disclaimer: The following is written on the basis of what has worked for me in the past. This is not intended to be a formal or exhaustive description. Use it as you see fit, I do not take any responsibility if you screw it up! 🙂

Salesforce TDD (Test-Driven Development)

Let’s start at the beginning:

What is TDD?

TDD is an Agile development technique that requires you to write a failing unit test before writing any “production code.”

How are you supposed to do TDD?

First I’ll describe how TDD is done in general (this is the way to go in languages like Java).

  1. Write a unit test and make it fail (a compilation error is considered a failing test). Write no more lines of code than needed.
  2. Write the least possible production code lines to make the test pass (fixing a compilation error is considered a pass test).
  3. Refactor the code.
  4. Repeat until you are done.

Let’s check out an example in Java so you see how it works. In this example, we wanna create an advanced calculator of integers.


We work in split view when doing TDD

Round 1

Let’s write a failing unit test:

Oops, MyCalculator is not defined yet, compilation issue…therefore, it is a failing test.

Let’s make the test pass:

Compilation problem fixed! The test is passing again. Woohoo!

No tons of code to refactor. 

Round 2

Let’s continue with that test to make it fail again.

Mmm…getOpposite is not defined, ergo compilation issue, ergo failing test.

Let’s fix that. Let’s write the minimum code to fix the test:

getOpposite is defined and returns 0 to any parameter (in particular, 0). Test is passing again!!!

Let’s refactor.

We still don’t have much code to refactor, but there are some name changes we could use to make code easier to read ( yup, yup, yup…unit test code is code, too).

Much better now! 😀

Round 3

Let’s add a new minimum test to fail.

Right now, getOpposite returns 0 to any parameter… it’s a fail!

Let’s write the minimum code required to make the test pass.

Yay! It’s green again! Let’s continue.

Round 4

Let’s add a new failing test.

Last test fail (we are return 0 to any value different than 1), so now we need to write the minimum code to fix this test:

Test is passing again… but this solution is not good, let’s refactor.

Tests are still passing and we solve all the cases! We are done! Well, not actually, we still need to document, test more, write more tests and write even more tests…but we’re on the right path.

I expect this silly example gives you a feel for what TDD is and how it is done.

Now, let’s continue with the discussion, focused on Salesforce.

TDD Advantages

  • Code coverage: We get great code coverage without even thinking about it.
  • Testability: The code is designed to be testable by default (we are actually testing every time we change something).
  • Easier to refactor: We should not change or refactor code without having a set of tests we can lean on. As we are constantly writing tests that we know are able to catch bugs (we make it fail at the beginning), we know that we have a set we can rely on.
  • “Better” code: We are constantly refactoring the code, striving for the best possible code.
  • Predictability: After we finish a “round,” we are completely sure the code is working as we designed it to work and we know we didn’t break anything. We can say we have “working software.”
  • Prevents useless work in Salesforce: In Salesforce, aside from Apex, we have plenty of options to make changes like triggers, workflow rules, process builder, etc. Imagine that after we write a test that changes a value on a contact record, it passes. We could discover that there is another moving part that is taking care of that change (or we wrote the test badly).
  • Documentation: Tests are a great tool to communicate with other developers (or the future you) how, for example, a class API should be called and the expected results of each case.

TDD Disadvantages

  • Overtrust: It happens to me that, as we are testing continuously and we are getting test green, I sometimes have a feeling that the code is working perfectly…but it doesn’t mean it is. We may miss, or simply get lazy, and leave a case out of the unit test.
  • Slow in Salesforce: TDD is designed based on the theory that compiling or writing a test is really fast (a jUnit unit test has to run in less than 1ms). In Salesforce, we need several seconds to compile (the code is compiled on the server) and several more seconds to run the test. In my opinion, this is usually 10+ seconds. As we are compiling and running tests constantly, we add several minutes of “waiting for Salesforce.” However, this can be mitigated if you think you will need to write/compile/execute tests later anyway – you might as well do it upfront.



Me when I realize the QA found a case I had not considered when I was doing TDD

I will (probably) use TDD when...

In general, I’ve found that TDD is a great tool in several circumstances and I tend to do it almost always in the below cases.

  • Back-end bug fixes: Doing TDD in this context has two big advantages. First, you make sure you are able to reproduce the bug consistently. Second, and even more important, as you are writing a test specific to the bug, you know you will never introduce that bug again.
  • Back-end work with clear requirements and a clear implementation strategy: In this context, writing tests is going to be easy and implementing the production code will be easy, too, as you know where you are heading when you create the test cases.
  • Back-end work with clear requirements and minor implementation unknowns: In this context, the test is easy to write and the production code may be getting clearer as you move into cases.
  • Back-end work with some requirements discovery: Imagine in our calculator example you write a test to divide by zero and you realize you’ve never discussed that case with the BA. TDD helps you discover opportunities to clarify requirements.

I might do TDD, but it’s unlikely...

  • As part of requirements discovery: You could write unit tests as part of requirements discovery, and discuss it with your stakeholders, BA, or other technical people, but you probably have better techniques to support this process.
  • Front-end work: I’m gonna discuss this briefly later, when we talk about Lightning web components.

I will never do TDD when

  • I’m doing a prototype: By definition, a prototype or PoC should be discarded after we show it, so I code it as fast as I can, focused on demonstrating the core functionality.
  • I’m experimenting: If I’m trying a new idea, I don’t focus on code quality (again, this is a prototype).
  • I’m evaluating implementation options: There are some cases where you want to compare two implementation options, so focus on having a good-enough-to-decide prototype and throw it away after you decide…then do the stuff well.
  • I don’t care about code quality: I know code quality is not usually negotiable, but in very limited and extreme situations, it may not be the top priority. For example, when everything is screwed up on prod and you need to fix the problem ASAP because the company is losing millions of dollars per minute. In this very extreme circumstance, fix the problem as fast as you can, make your company earn money again, go to sleep (or maybe get a drink) and tomorrow at 10 am (yup, after a stressful night, start working a little later the next day) make the code beautiful with TDD. Make a test that reproduces the bug and then fix and refactor the code properly.



Me again, but on one of THOSE nights.

  • When creating test code is extremely difficult (but not possible): In Salesforce there are a few elements that are very hard to test, like working with CMT. In this scenario, I’d probably split the problem into two parts – one that is TDD-doable using mocking data (@TestVisible is your best friend here) and a second, smaller part that I’d consider how to test later (if I even consider it).

How I do TDD in Salesforce

I really don’t do TDD as I defined at the beginning of this article when I’m working in Salesforce. Why? Mainly because of the slower compile/test flow, but also because in Apex we generally start writing integration tests instead of unit tests. Instead of “regular” TDD, I tweaked the formula a bit to work better under Salesforce circumstances.

  1. Write an entire deployable test that checks the flow or use case. Yup, I said deployable, so if I called a method I haven’t created yet, I will create it, empty, so I can deploy.
  2. Run it and get a failure.
  3. Write the minimum code that makes that test pass.
  4. Refactor.
  5. Continue with the next flow or use case.
  6. When I’m done with all the flows and use cases, I refactor the code again (splitting methods, checking code cleanliness, documentation). I run the unit test continuously, every few changes to check if everything continues to work as expected.

To make everything clear, let’s view an <could-be-real-world> example.

As a user, I want the values stored in any object copied into a number of specified contact fields. The specified “mappings” will be stored in a CustomMetadataType called Contact_Mappings__cmt. The Contact_Mappings_cmt has two fields:

  • Original_Fields__c Text
  • Mapped_Fields__c Text

Round 1

As I said before, I should start writing an Apex test that tests a business case. The first thing I’m thinking of developing is “The contact should not change if there is no mapping defined.” I have to write a deployable test that is going to fail with the minimum amount of code to make it fail:

We work in split view

As expected, the code deploys but the test fails. So, we need to fix it! We can simply return the same object.

Now It passes, but we don’t have a lot of code to refactor (we could extract some constants in the test).

This is a much better test.

Test still passes!

Round 2

Okay, let’s add another case. What if we check that the User.LastName is copied into the contact when I define the Mapping Lastname => Lastname? Great idea, let’s do it!

I start to write the unit test but…. I realize I can’t do an Insert in a CMT. Or, I give seeAllData permission to the test and define it in the project metadata. Or, I have to somehow deploy it. 

Remember that I said that I don’t do TDD when writing the test is extremely hard? Well, it looks like I’m in one of those situations. At this moment, I can quit writing this blog post and go cry…or I can redefine what I am developing with TDD, leaving all the complexities outside of scope. I imagine you would be very annoyed after reading this far to see me just quit, so let’s go with the second option.

I can’t use the CMT right now, so let’s do something different. What if we use a Map<String, String> where the key is the field in the original object and the value is the list of fields names in the Contact Object. It might work, later on we just need to read the CMT and create a Map with that information, but spoiler alert…that won’t be covered in this article.

But okay, great, let’s create a map and write the deployable failing test.

And as it was expected… it fails.

Let’s write the “minimum” code that makes that test pass

Our new test passes, but the other one failed! Let’s fix that.

Let’s do some refactoring, either in test or production code.

I think the put/get part is messy to read (and has its own meaning), so let’s split it into its own method.

Also, as we want that theMap could be injected into test case scenarios, the @TestVisible annotation is useful here.

Round 3

Now we should add a new test that executes a new flow and see it fail. I think you got the idea, so I won’t do it now, but just to specify the cases, I can think:

  • Mapping a field to multiple fields (separated by colon)
  • Does nothing if origin field is wrong
  • Does nothing if destination field is wrong
  • Does nothing if types are not compatible
    …and so on

Can we do TDD in Lightning web components (or front-end)

The short answer is yes, we can.

Long answer: As the Jest test can’t see the objects, but they see only the “generated DOM”, it may be harder to do TDD in an efficient way for front-end solutions. Usually, it is better to test visual code by watching the result and THEN write the tests we need to ensure code won’t break in the future.


TDD is a best practice that’s good to master so that you can decide the best moment to apply it (I don’t believe there is One Ring to rule them all, One Ring to find them, One Ring to bring them all, and in the darkness bind them, thank you J.R.R. Tolkien). Applied correctly it will make you produce better, more robust code…and fewer bugs, which means…

Homer is happy

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!

Oktana Paraguay is Certified as a Great Place to Work®

We are privileged to announce that Oktana Paraguay has been certified as a Great Place to Work® with a score of 93/100. 

Congratulations, team, for all the effort you’ve put into creating a happy and inspiring work environment! 

Oktana Paraguay is Certified as a Great Place to Work

Founded in Montevideo, Uruguay, in 2018 we opened a second office in Asunción, Paraguay. We have since expanded into other countries including Bolivia, Ecuador, Peru, and the U.S. – many of the lessons that enable us to successfully grow have been learned as we continue to mature in Paraguay. We are so proud!

Great Place to Work® certification is the most definitive ‘Employer-of-Choice’ recognition organizations aspireto achieve, considered the‘Gold Standard’ in identifying and recognizing great workplace culture. More than 12 million surveys are completed each year across 10,000+ organizations in 60+ countries. 


The survey investigates three employee relationships with:

  1. The leaders of the organization
  2. Their work
  3. Their colleagues


These relationships translate into five dimensions: Credibility, justice, respect, pride, and camaraderie.

Next steps: We’ll review all survey feedback to identify action items to continue to improve the Oktana experience across all offices. We will also adjust our internal survey, sent twice annually, to include aspects of this survey.

Be part of the team! See our latest Oktana Paraguay job openings for developers, testers, business analysts, and designers in Asunción, Paraguay.


Top Salesforce Developer Certifications for 2021

Salesforce is one of the most powerful business technologies on the market, which makes Salesforce certifications a great way to gain expertise and enhance your career as a developer. At Oktana we are committed to the professional growth of everyone on our team. That’s why we have a specialized training team that guides and prepares our entire squad to tackle new challenges and to help them build expertise across the Salesforce ecosystem and across a range of languages, frameworks, and platforms. 


During recent months we have published many articles about Salesforce certifications.  They are compiled here to help you figure out which option is the best to boost your career:


1. Salesforce Certified Administrator


  • Exam Duration: 105 minutes
  • Questions: 60 multiple-choice questions + 5 non-scored 

The Salesforce administrator certification helps you better understand Salesforce CRM fundamentals and demonstrates your expertise and abilities in the platform. You should be able to maintain a Salesforce org,  support common business requirements and inquiries, and last but not least, execute Salesforce administrative tasks. 
Not sure what Salesforce admins do? Start with this Trailhead module: Salesforce Admin: Quick Look. (10 min)


2. Salesforce Certified Platform Developer I


  • Exam Duration: 110 minutes  
  • Questions: Content: 60 multiple-choice questions + 5 non-scored 

Salesforce Certified Platform Developer I is probably one of the most important and complete certifications that Salesforce offers. Additionally, it is a prerequisite for many other certifications such as the Salesforce Certified Platform Developer II and it is the first step to becoming a system architect. It is an excellent way to demonstrate to your peers and customers that you have the required skills to complete a successful development project.


3. Salesforce Certified Platform Developer II


  • Exam Duration: 120 minutes  
  • Questions: Content: 60 multiple-choice questions 

The Salesforce Platform Developer II certification exam may seem daunting at first, but with some studying and determination, you’ll have that certification under your belt in no time.

It’s important to mention that to achieve this certification you must have already obtained the Salesforce Platform Developer I certification. During your preparation for this certification, you will learn how to leverage the advanced programmatic capabilities of the Salesforce platform and data modeling to include more complex business logic and UIs in applications.


4. Salesforce Nonprofit Cloud Consultant


  • Exam Duration: 90 minutes  
  • Questions: Content: 60 multiple-choice questions 

This certification enables you to design and implement solutions that are maintainable, scalable, and meet nonprofit business requirements. During your preparation for this certification, you will build a solid understanding of data management and database concepts, understanding of internet technologies and cloud computing, and more. If you are interested in earning this certification, you must first become a Salesforce Certified Administrator.


5. Salesforce JavaScript Developer I


  • Exam Duration: 105 minutes  
  • Questions: Content: 60 multiple-choice questions 

The Salesforce JavaScript Developer I certification, introduced in 2020, is an excellent way to demonstrate experience developing with one of the most popular web programming languages. JavaScript developers work with front-end and back-end development and even related technologies like Salesforce’s Lightning web components. This credential is a great way to further your development career.


6. MuleSoft Certified Developer – Level 1 (Mule 4)


  • Exam Duration: 120 minutes 
  • Questions: Content: 60 multiple-choice questions 

MuleSoft streamlines the process of integrating various systems, like new APIs, Salesforce, ERP, or legacy applications. It is a unique technology that makes it easier to integrate systems and manage the entire lifecycle of your APIs, including building, testing, deploying, and managing.

Even though there are no prerequisites for this certification, our team recommends having background knowledge of REST API services, the basics of web concepts, HTTP requests, and knowing how these work from a server perspective.


7. Tableau Desktop Specialist Certification



  • Exam Duration: 1 hour 
  • Questions: 30 multiple-choice questions 

Tableau is a visual platform that transforms the way we use data to solve problems. It empowers people and organizations to make the most out of their data. In 2019, Tableau was acquired by Salesforce, but its mission remains the same: to help people see and understand their data. 

Our team highly recommends this certification. Companies like Amazon, Experian, and Unilever trust Tableau business intelligence (BI) and analytics software to explore, visualize and securely share data in the form of workbooks and dashboards. Tableau is very user-friendly with drag-and-drop functionality. Tableau Desktop Specialist allows you to quickly clean, analyze, and visualize your data.

8. Informatica Specialist 



  • Duration: 90 minutes 
  • Questions: 70 multiple-choice questions 

Okay, it’s not an official Salesforce certification, it’s more like a complementary certification. Informatica enables you to migrate data from different data sources and transform the data according to business requirements.

Informatica certification is in heavy demand by enterprise companies that have large databases they would like to connect to Salesforce. If you work with Salesforce, this certification will expand on the methods you know to integrate Salesforce plus enable you to provide additional value to your internal teams or clients. 

Interested in working on Salesforce projects? We are now hiring! Check out our open positions on our careers page.

Oktana is Growing: 200 Developers

  • The first half of 2019 has been a period defined by growth and expansion for Oktana.

200 Developers

We are thrilled to report we’ve officially reached a headcount of over 200 developers, testers and designers worldwide. As our family grows, our available skills grow which is exciting for all of our partners.

Introducing, Paraguay

Our company was founded in Montevideo, Uruguay. Like any technology company, we’re always on the hunt for great talent, encouraging our team to learn new skills to provide additional value to our partners. With that in mind, we expanded into neighboring Paraguay in late 2018, opening an office in the capital, Asunción. Over the past six months, we’ve been able to bring on new team members in Paraguay in a wide variety of roles. The team has become an essential part of the Oktana family.

Why Paraguay? The population is young and entrepreneurial. There has been increased investment by the government in science and technology and several accelerators and other programs have launched to help fuel entrepreneurship. For us, this is the right environment to find developers eager to work on big projects and expand their knowledge.


Asunción, Paraguay

Fun Facts about Paraguay

  • Population: 7,000,000+
  • Slightly smaller than the state of California
  • Literacy rate is 94% (vs. 86% in the United States)
  • World’s fourth-largest exporter of electricity
  • Host of Guinness Book of World Records world’s largest barbecue, attended by approximately 30,000 people

Next Stop: Peru

With offices in New York, San Francisco, Montevideo, and now Asunción, where are we headed next? After the successful expansion into Asunción, we looked for other cities to grow into and found Lima. So, we’re excited to announce our office in Lima, Peru is open and ready for business.

Why Peru? The capital, Lima, has a population of over nine million people, making it one of the largest cities in South America. Because the majority of our customers are based in the United States, it’s important for us to ensure our team schedules align with US timezones and work hours to enable collaboration. Like Paraguay, Peru’s workday naturally overlaps with the US workday. Peru is a growing and stable country, so we’re confident it’s a place we will be able to continue to grow.


Lima, Peru

Fun Facts about Peru

  • Population: 30,000,000+
  • Nearly twice the size of Texas
  • Founded in 1551, National University of San Marcos is the oldest in the Americas
  • Incan Empire was larger than imperial Rome at its peak
  • Home to both the world’s highest sand dune and deepest canyon

Company Culture

As we continue to expand, it’s important to ensure our Oktana family feels connected regardless of location so we’re increasingly focused on building our company culture and communication between offices. As the year progresses, we may reach out to you, as our partners, to share your story so each developer is able to better understand the projects keeping their colleagues up at night.

MuleSoft & Informatica Certification

With a growing team, we’ve also expanded on our certification game. We believe in continuous learning, so our developers are always training and working on new certifications. We recently stepped outside of core Salesforce certifications to explore other options that fit our team, including MuleSoft and Informatica certifications.

Hope you’ve enjoyed learning more about us. Our team has worked with different organizations and their projects. We are Salesforce platform experts and offer custom development to help you build your platform and solve the right problems. If you want to know more about our work, go check out our latest success stories.

Looking back at Dreamforce 2018

dreamforce 2018


With Dreamforce 2018 in the books, we wanted to pause and take a look back at everything we did at the show. From hosting sessions to manning our own booth and getting to see a pretty cool concert, it was a great show for everyone at Oktana.


The expo hall at Dreamforce was full of energy and I know our team was thrilled to be there. We loved seeing what everyone in the Salesforce community has been working on. Speaking of the expo hall, we had our own booth and meeting space. It was great to meet and talk to so many people over the course of the conference.


Developers from Oktana hosted three sessions this year at Dreamforce and they’re all archived and ready for you to watch online.

First, developer Carlos walked attendees through his experiences in developing front-end apps for Salesforce using Angular, React, or Vue. Carlos offered a number of live demos of his work as he demonstrated his expertise and approach to front-end app development.


Next, three of our developers Lorenzo, Carlos, and Gonzalo presented a session on how to use Salesforce DX to easily adopt Continuous Integration into your projects. Our team not only discussed the advantages that Continuous Integration offers to developers but also shared some of their own success stories which helped illuminate and better highlight those advantages.

And finally, project lead Antony brought us something special as he walked everyone through his team’s project of bringing a robotic Einstein to life through the power of and Einstein Bots. With the emphasis on Einstein at Dreamforce this year we were thrilled to see Antony sharing this project with the world. It’s definitely one of our favorite projects in from recent memory but it’s also a great visual representation of just what makes special. We’ll be going into more detail on this project on our blog soon so stay tuned.

Overall, Dreamforce 2018 was a great experience and we look forward to seeing everyone there again next year!

Interested in working on Salesforce projects? We are now hiring! Check out our open positions.

So Long Chatter Messenger, Hello Tok

tok oktana

Earlier this year, Salesforce officially retired its enterprise collaboration platform, Chatter Messenger, which since its incarnation has helped to enhance collaboration and productivity amongst Salesforce users. The most attractive feature of Chatter Messenger was the ability to communicate within Salesforce which made it simpler to interact with colleagues without leaving the Salesforce platform. If you’re an active Salesforce user, you know that Salesforce’s Chatter Messenger definitely streamlined initiatives throughout the daily workflow. This enabled users to follow groups, objects, tasks, and other criteria as well as directly message colleagues to keep current with business initiatives.


Chatter Messenger

Consequentially, the retirement of Chatter Messenger has broadened the landscape for enterprise collaboration and productivity. After Salesforce announced that they’d be retiring the chat applications, we imagined many users might be wondering; are there any products on the market that could continue the legacy? The answer is yes! Our product, Tok, has elevated Chatter Messenger capabilities to provide rapid real-time communication between users so they can stay productive and keep current with all of their tasks on Salesforce.



Tok is the ultimate collaboration tool to bridge the communication gap between colleagues and on the Salesforce platform. It provides users with an easy-to-use messenger interface for desktops, laptops, tablets, and phones. In addition, users don’t even need to log into their Org to communicate with their colleagues. Users can simply download the Tok desktop version, sign in directly from their desktop to chat with their coworkers, and share pertinent documents and information with each other. Team members can also send cool and customized messages by adding attachments or files like images, GIFs, videos, and much more.

Tok is also super intuitive where users can drag and drop items from their desktop directly into the platform for simple sharing amongst colleagues and perhaps the best feature about Tok is its ability to store conversations onto Salesforce as well as create leads, opportunities, tasks etc. The TokBot also automates commands to create polls and surveys and share them in Groups on the Tok interface.


If you’re on the search for a collaboration product to continue where Chatter Messenger left off, look no further! Tok is blazing a new trail for team members who want to stay connected and integrated with all of their tasks on the Salesforce platform.


Tok 30 day trial