Category Archives: Mobile

Oktana YouTube: Embed & Share Videos in Salesforce

If a picture is worth a thousand words, a video is worth a million. That’s why we are proud to announce Oktana YouTube, our newest Lightning Web Component for Salesforce. 

OKTANA YOUTUBE: EMBED & SHARE VIDEOS IN SALESFORCE

Videos can be a strategic ally when it comes to communicating complex and important messages. Think about training the team on that new app you just purchased to increase sales productivity or that anniversary message from the CEO that cheers everyone up. Both are messages that need to be understood clearly and that have a greater impact when they feel more personal. Oktana YouTube makes your life easier by creating a place in your Salesforce org to embed and share YouTube videos to communicate with your team. 

 

Oktana YouTube

 

No code needed: Oktana YouTube is all about simplicity

Oktana Youtube is based on the Lightning Web Component technology. It is easy for Salesforce admins to install it from the AppExchange and to enable it on any Salesforce page. Drag and drop the component and you will be all set.

Alexis M. – Developer @Oktana Peru

Simplicity is at the core of Lightning Web Components and Oktana YouTube is no exception. Installing it from the AppExchange takes three (3!) clicks. Once the component is installed, you just enable it on the Salesforce page of your preference. The Lightning App Builder makes this easy for you. Drag the component and drop it wherever you prefer. As you can see, no coding skills are required to add Oktana YouTube to your org.

 

Admins have full control

As an admin, you get to decide whether to embed a corporate video for all of your users or let them decide what to watch according to their needs. That’s up to you. If you need them to watch a specific video (let’s say a tutorial, a demo, or a message from the team lead), paste the YouTube ID in and you are all set. If you prefer them to be able to search, just leave the YouTube ID blank.

 

Oktana YouTube means flexible layout

As you create a new page in Salesforce, you also decide where to place your components. We recommend the upper right corner as the best spot, but you can move it according to your needs. Oktana YouTube also allows you to adjust the title and the height to fit your expectations. Good enough? You get the same flexibility on desktop and mobile. It doesn’t matter where you are, you can always watch your embedded videos. 

 

Oktana YouTube

 

Search videos

As a Salesforce admin, you can allow your users to search YouTube videos from within your org. How does this work? Exactly as YouTube does. Enter keywords and the Lightning Web Component will retrieve related videos. Every user has their own viewing history stored, making it easier to locate previously watched videos. And you can always clear your search history with a simple click. 

Oktana YouTube is useful for everyone because it provides YouTube functionality in an intuitive way. If the admin allows it, users can visualize, share, and search any video they need. Anyone can use Oktana YouTube with other components in the same panel/screen. This way, users can access important videos without leaving Salesforce. 

Juan C. – QA Analyst @ Oktana Peru

All of this functionality makes Oktana YouTube a useful component you should definitely try. We leverage the YouTube API to embed and share tutorials, demos, or any other important message to your team right in your org. 

Install Oktana YouTube and give yourself another channel for your internal communication strategy. At Oktana, we care about your efficiency and experience in Salesforce, so if you think this is a good match for your company, install the Oktana YouTube Lightning Web Component for free from the AppExchange.

We create Salesforce products, check them out.

Gathering Leads with Royal Caribbean

At Oktana, we’re heavily invested in the world of mobile app development. We believe that building new mobile tools that let our customers interact with their Salesforce instance out in the field is essential to the future of the platform. One of the most recent projects that allowed us to utilize our Mobile development skills is our project with Royal Caribbean for their Celebrity Cruises premium brand.

Celebrity Cruises participates in a number of large conferences and expos every year where their sales team is out in the field talking to potential clients and customers. They needed a way to easily gather data from the people they met for giveaways and potential sales leads. Additionally, this needed to be a tool that would allow them to gather the data while offline and then sync with Salesforce when they reconnected later because while moving around at conferences they can’t count on network connectivity.

Oktana was brought in to build an iPad app that would accomplish these goals. The app was built and designed internally by us. We designed an app that was slick and would be impressive looking so that when potential customers saw it on the floor it would look like something you would expect from a premium brand like Celebrity Cruises. We needed to make sure it met all of the client’s needs from beginning to end which included both the technical aspects and the app’s appearance.

What tools did we use to accomplish this task? We built the app using Salesforce DX along with Forcereact and the Salesforce Mobile SDK. The app also talks directly to the Salesforce Sales and Marketing Clouds. When a member of the sales team at Celebrity Cruises is preparing to go out to the floor of a show or conference they simply need to launch the app and select the Salesforce campaign the leads will be entered into. Then when they disconnect from the network the app will store all their leads locally and when they reconnect to the network at the end of the day it will sync them with the proper campaign. Additionally, when leads are entered the team member has the option to edit them for errors or even delete them before they sync to keep their campaign list clean.

This project was a perfect fit for us because it allowed us to utilize our experience in mobile development and Salesforce to make a unique tool for our client. The key elements to highlight for this project include:

  • Salesforce DX
  • React Native
  • Salesforce Mobile SDK
  • Apex
  • Sales Cloud
  • Marketing Cloud
  • iOS
  • UI/UX Design

While we have been working on this project for Celebrity Cruises we have also been helping Royal Caribbean with ensuring their tools meet GDPR requirements in the EU. We created tools to ensure collected data could be anonymized upon request. Royal Caribbean has been a great partner for us at Oktana and we believe this app was a great showcase of our skills in both Salesforce and Mobile development.

If you are a Salesforce partner looking to partner with experts to help you provide the best custom app development solutions to your clients Contact us. Our team will give you more information about these services.