Oktana | Agentforce Implementation & Salesforce AI Delivery - Oktana - AppExchange
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Oktana | Agentforce Implementation & Salesforce AI Delivery

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 326
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 300
  • Year this company was founded Founded 2014
Production AI for Salesforce shipped, measured, owned.

Nearshore Agentforce implementation team with 50+ AI specialists and 1,000+ Salesforce projects delivered. We build agentic workflows, Einstein integrations, and multi-model AI automations — from design to production, with measurable outcomes in weeks.

Highlights

  • Credibility: 50+ AI specialists. 1,000+ Salesforce projects. Agentforce implementation that reaches production — measured, owned, and running today.
  • Differentiator: We don't hand off a POC. Every Agentforce and Einstein engagement ships with defined KPIs, full auditability, and post-launch ownership included.
  • Speed to proof: From AI-Ready to AI-Native in scoped sprints. Real results: 50% faster sentiment analysis, 100% data consistency in recruiting — both live in Salesforce.


Description

Agentforce Implementation That Reaches Production — Not Just Demos####Most Agentforce implementation projects stall after the pilot. Governance gaps, unclear ownership, and vendors who hand off a POC and move on. Oktana works differently: we own delivery from architecture to go-live, and we measure what we ship.####We are a nearshore Salesforce AI delivery partner with 50+ certified specialists across 8 countries, aligned to US time zones. Our team has completed 1,000+ Salesforce projects and holds a 4.9/5 CSAT — with a specific practice dedicated to Agentforce implementation, Einstein AI, and agentic workflow design.######OUR AGENTFORCE IMPLEMENTATION MODEL: THREE PHASES####Phase 1 — AI-Ready##Before a single agent ships, we define workflow ownership, KPI baselines, and a governance blueprint. You know exactly what success looks like — and who is accountable for it.####Phase 2 — AI-Integrated (Agentforce in Production)##We deploy Agentforce agents and agentic workflows directly inside your Salesforce org — with human-in-the-loop controls, full auditability, and measured lift from day one.####Phase 3 — AI-Native##Operational memory, repeatable playbooks, and compounding capability.

Languages

English, Portuguese, Spanish

About Oktana

Headquarters
Montevideo, Uruguay
Phone
(833) 523-1199

 
Oktana is a Salesforce Summit Consulting Partner specializing in enterprise Salesforce architecture, multi-cloud implementation, AI-enabled CRM modernization, and scalable development.####With over a decade of deep platform experience, Oktana helps organizations design, implement, optimize, and extend complex Salesforce ecosystems across Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud. We enhance core Salesforce capabilities by embedding artificial intelligence directly into CRM workflows, automation layers, analytics, and customer engagement processes.####As Salesforce environments scale across regions, channels, and product portfolios, they often become over-customized and difficult to evolve. Oktana applies an architecture-first methodology to redesign org structures, reduce technical debt, and operationalize AI-driven automation natively within Salesforce. Our focus is building intelligent, high-performance CRM ecosystems that improve efficiency, decision velocity, and scalability.####Our team of 300+ Salesforce-certified developers, architects, and UX specialists across the Americas works in real-time alignment with U.S. teams.

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