Code Ohana

Remember working hard for something and not quite reaching it? 😪 Neither do we! 💪 No need to dwell on the negatives—we’re all about celebrating wins 🚀 And last week was a big one: Code Ohana became an official ISV partner, making our Profile To Persona package available for free download on AppExchange ❗ Get it free now on AppExchange 👇 https://lnkd.in/e-ypiDEM So, what is Profile To Persona? Profile To Persona transforms Salesforce user management by shifting from Profile-based security to Permission Set-driven Personas. 💡 Using a smart algorithm, it groups users into Personas based on their permissions and access levels. For example, users with typical Sales rep permissions are automatically grouped into a "Sales Persona" and assigned the right permissions, cutting down on manual work 🔋 Read about the solution on our website 👇 https://lnkd.in/eBWDVxMP #salesforce #appexchange #salesforceadmin #salesforcetraining #salesforcedeveloper

How could Salesforce empower businesses to innovate, connect, and grow sustainably? 🚀 The Heroes: With over 72,000 employees worldwide, Salesforce rose to the occasion, becoming a trusted partner for organizations in 87 cities. From 99 offices—including nine iconic Salesforce Towers—its people drove transformative change globally. The Achievements: 🌟 AI-driven decisions: Delivered 270.5B Einstein Predictions, turning data into actionable insights. 👥 Connecting audiences: Sent 5.3B personalized marketing messages. 💼 Integrating seamlessly: Processed 8.7B integration transactions via MuleSoft. 🌍 Protecting the planet: Reached net zero emissions and made strides toward planting 1 trillion trees by 2030. These efforts have not only fueled innovation but also deepened connections between businesses, customers, and communities worldwide. As we step into 2025, the Code Ohana team is honored to play a part in this transformative ecosystem. Together, we’ll continue driving global growth and innovation while empowering businesses to create their success stories. 🎇 Here’s to another year of impact, collaboration, and progress. Happy New Year from Code Ohana!

The holiday season is here, and while we’re all gearing up for festive cheer, businesses still face the not-so-festive challenge of managing disconnected systems 🎅 Disparate platforms can lead to inefficiencies, higher costs, and headaches when scaling. In this article, you'll explore integration management platform MuleSoft 💪 With its seamless API-led integration approach, MuleSoft helps businesses connect everything from Salesforce to ERP systems, databases, and beyond. In this article, we dive into: 🎁 Common integration challenges like increased operational costs 🎁 How MuleSoft platform allow orchestrate integrations cost-effectivly 🎁 Real-world cases of MuleSoft in action. Read the full article and book a call with us to discuss your integration challenges 🎄✨

Hello Ohana 👋 As we reflect on this past year, we’re incredibly proud of what we’ve achieved together with our partners. Your collaboration and trust have been the foundation of our success, and we couldn’t be more thankful. Looking ahead to 2025, we’re excited to build on this momentum with ambitious goals: 🤞 Expanding our team and reaching new heights to better serve our partners. 🤞 Staying at the forefront of Salesforce innovation, investing in professional development, and pushing the boundaries of what’s possible. 🤞 Working hand in hand with our partners to design and implement proven, results-driven Salesforce solutions. 🤞 Improving our existing AppExchange solutions and launching new ones that empower Salesforce organizations to achieve even more. 🎄 Dear followers, partners, and colleagues, thank you for being an essential part of our journey. Your trust and support inspire us to aim higher every day. From all of us at Code Ohana Team, we wish you a Merry Christmas and a Happy New Year! Here’s to a 2025 filled with growth, success, and new opportunities. - The Code Ohana Team 🎅 🤶

Transforming Customer Support Efficiency with the Case Creation Journey 💥 See how a leading financial software company revamped their support process with Salesforce. The Case Creation Journey simplifies submissions, boosts data quality, and cuts resolution times—delivering faster, accurate solutions and happier customers 📈 Learn how this innovation bridges the gap between customer needs and seamless issue resolution. Swipe to explore 👇

Salesforce has been in the game since 1999—yep, that’s 25 years of helping businesses boost it with their CRM. This trailblazing platform has been evolving its User Interface (UI) to meet the ever-changing demands of its users 💫 Let’s take a look at its UI evolution 👇 Back in the day, Salesforce Classic was the gold standard and became the backbone of many businesses with its simplicity, reliability, and efficiency. For years, Classic remained a beloved standard, offering users a no-frills interface to handle everything from lead tracking to reports. In 2015, Salesforce launched Salesforce Lightning, a cutting-edge and dynamic UI crafted to revolutionize the user experience. It introduced game-changing features like drag-and-drop components, mobile-responsive layouts, and the powerhouse of automation, Einstein AI insights. Now, fast forward to the Summer ’24 release, and Salesforce is taking things to the next level with an enhanced Lightning UI. This update focuses on improved accessibility, faster page performance, and a refreshed visual style—bringing a modernized look and feel to help users work more efficiently and intuitively. The enhanced Lightning UI reflects Salesforce’s commitment to combining functionality with an updated aesthetic, ensuring a seamless and visually engaging experience for all users. 🚀 Check Update details: https://lnkd.in/gCTKukJs Classic vs. Lightning? It’s like comparing your favorite old-school playlist to a Spotify-curated vibe—both awesome in their own way, but Lightning has that future-forward feel. Here’s the thing: Salesforce is always growing, and they listen to their users (that’s you!). So, tell us: ✨ What’s on your Salesforce UI wish list? Is there something you’d tweak to make it even better? Drop your thoughts below and let’s dream big about what’s next👇

Did you know Salesforce offers tailored products for 15 different industries? 🌎 Salesforce has crafted products for each industry, with a core focus on enhancing customer interactions and optimizing data management 📄 One of the most persistent challenges in the insurance industry, for instance, is the issue of fragmented systems where customer data is stored across multiple platforms. This fragmentation makes it difficult to create a comprehensive 360° view of the customer and offer personalized services 🛍️ Let’s explore a typical, yet beneficial, Salesforce implementation for an insurance company. Swipe to to learn more 🚀 👇 #salesforce #salesforceinsurance #salesforcefinancialservices #salesforcedevelopers

It’s Friday, Trailblazers! So let’s lighten things up and fun with a little Salesforce humor 💥 Whether you’re debugging flows, firefighting in production, or sitting in endless meetings while your to-do list grows, we’ve all been there! Drop your favorite Salesforce meme in the comments—we all need a laugh before diving into next week’s challenges! 😂 #salesforce #salesforcememes #salesforcedeveloper #salesforceadmin

Inaccurate articles cluttering your knowledge base and going unused by your users? 👎 When employees don’t see the value in contributing to or using the knowledge base, it often leads to underutilization 📉 Underutilization results in lower First Call Resolution rates and a lack of consistency in customer support. Over time, this snowballs into inefficiency that stalls your ROI on Knowledge Base. How can you break this cycle? ♻️ Empower your users with Knowledge Wizard by OhanaAI—an automated tool that transforms resolved Salesforce Cases into polished Knowledge Articles. With generative AI working directly within your organization, you can ensure data security while improving article quality and streamlining the authoring process. Here’s how it works: 💥 Launch Knowledge Wizard from the Salesforce Case you want to convert into an article. 💥 Review and refine the Problem Statement—automatically extracted from the Case Description. 💥 Select relevant Case Emails and Comments to capture the Solution and any Workarounds. 💥 Review the AI-generated article, make edits if necessary, and publish! The guided process eliminates the need for lengthy prompts or external tools, reducing Knowledge Article creation time and boosting efficiency 🚀 Ready to optimize your Knowledge Article Creation? Contact us and get a demo of Knowledge Wizard today! 👇 https://lnkd.in/gP4N4Uav

AI in B2B: Chatbots vs. Virtual Assistants – What’s the Difference? 🤖 During a recent team sync at Code Ohana, we had an engaging discussion about the differences between chatbots and virtual assistants—and as an AI enthusiast and content creator, I couldn’t let this hot topic slip by without sharing it here! In this article, we quickly break down their core purposes and functionalities and real-world use cases. Plus, we explore how Salesforce’s Agentforce platform is redefining the role of AI in business. 👉 Ready to leverage AI for your business? Dive into the full article and share your thoughts with us! #AI #B2B #Chatbots #VirtualAssistants #Salesforce #ArtificialIntelligence #Agentforce