Tag Archives: visualforce

App Development with Salesforce Technologies

Working together with our partners to bring ideas to life is one of the driving forces behind everything we do here at Oktana. That’s why when Huge approached us to help them with app development for Stanley Security; we leaped at the chance.

Stanley is a large security company specializing in commercial security systems. They needed a tool for their field sales team to use on the go that showcased their current product offerings. Also, they preferred to manage the process through the app, on either computers or tablets.

Huge has excellent skills in front-end development and was planning to develop the app and the UI/UX elements internally. But they needed a partner to help complete the backend work and sync everything up with Stanley’s Salesforce instance. That’s where the team at Oktana came in. Huge was able to focus on designing a front-end experience that would satisfy Stanley’s sales team. Meanwhile, Oktana could focus on a seamless experience on the back end.

How do the front and the back of this application work, and what did it take to make them play nicely? The front-end app was built utilizing React and Node.JS, managed with a Postgres database that Huge hosted on Heroku. For our backend development, we needed to make sure everything tied into the Postgres database correctly. To do that we utilized Heroku Connect to transfer between the front-end database and Salesforce. Additionally, we mapped all the data so that everything was stored where it needed to be on both ends of the application process. This application’s design was for interfacing with Stanley’s Salesforce organization, and it required a Salesforce login to access the app and all of its features. The login ensured that anyone using that app is a part of the sales team at Stanley. 

Now, beyond the basic connective functionality, we needed to complete all aspects of the sales cycle through this app. This included allowing the sales team to send emails for clients with sales details and other information. To make that happen, we built an email tool using Apex and Visualforce. Stanley also wanted to close sales within the app, so we built in Adobe Sign functionality. Sales contracts could be signed digitally, and Zuora payment systems facilitated immediate payment. The final step was to synch the new data with the Salesforce organization.

The key technologies used in this project include:

  • Salesforce
  • Heroku
  • Postgres
  • React
  • Node.JS
  • Heroku Connect
  • Apex
  • Visualforce
  • Adobe Sign
  • Zuora

This project allowed us to work collaboratively with another development team to build different parts of an app. We’ve been able to successfully demonstrate our skill and ability to understand other’s work and apply it to our goals.

We’re looking forward to working with both Huge and Stanley again in the future. If you have a project that we can help you with, please be sure to let us know!

Learn more from our team here, or check out our custom development services.

Okta and Oktana: Working Together

At Oktana, we’re proud of the work we’ve done and the companies we’ve had the opportunity to work with. Our goal with this blog is to share some of the work we’ve been doing and in turn highlight the things that make us good partners for those that may need help in the Salesforce space. One of our most recent partners -Okta- is one we’d like to highlight. Okta fast-growing technology company with a strong emphasis on enterprise security. Its focus is on the development of single sign-on systems for enterprise clients that allow users to log in to a number of services, including Gmail, Salesforce, and Slack all with one username and password. The success Okta has been experiencing has led to our partners so that we can assist them in their growth and capture key processes needed for such growth to be as smooth as possible.

Okta needed a partner to supplement its internal development team to achieve greater bandwidth, higher quality, and faster development cycles. In the process, we’ve become a part of Okta’s team and integrated ourselves into their workflow acting almost as an extension of the existing engineering team. Working together on projects with a goal of acting like one team even in an environment where everyone is collocated is something we’ve been doing for a long time. We can do it and we can do it really well. One of the key factors in the decision-making process that gravitated Okta to Oktana was the appreciation for transparency, honesty, and integrity when critically examining the work to be done and recognizing as a team the challenges we may face along the way as well as their solutions.

With that goal in mind, we have been working closely on a number of different projects. The biggest being an important refactoring exercise of their entire codebase. As mentioned earlier, growth is occurring so fast that they need to improve logic and code across the board is imperative to their ability scale. Oktana has become the face of this effort by spearheading improvements and encouraging the adoption of best practice principles that will lower maintenance costs and leverage Salesforce release improvements better.

This type of customer engagement is one that fits perfectly into our wheelhouse. The key elements of this project that we want to highlight are:

  • Apex/Visualforce
  • Salesforce Lightning and Lightning Components
  • Salesforce CPQ
  • Agile
  • Velocity
  • Quality
  • Transparency
  • Integrity
  • Honesty

Beyond our specific project described in this blog post, we’re also supporting Okta by helping improve its internal development processes. With the refactoring exercise, we’ve been slowly and subtly making the development process smoother and more streamlined for their team and helping them improve their scrum process as well. We are honored to get the chance to help an amazing organization such as Okta and hope we continue helping others in this same capacity.

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.