Belong. Amaze. Inspire.
Better professionalism Better Salesforce
Are you experiencing concerns about the performance of your Salesforce Org?
Or is your organization considering expansion?
Salesforce Development
Salesforce Consulting
Salesforce Implementation
Belong. Amaze. Inspire.
Better professionalism Better Salesforce
Are you experiencing concerns about the performance of your Salesforce Org?
Or is your organization considering expansion?
Salesforce Development
Salesforce Consulting
Salesforce Implementation
Get Salesforce Audit
By analyzing the past and addressing the present, we enhance the future of your Salesforce organization.
By clicking the 'Submit' button, you agree that your personal data will be processed.
We'll take your business to the next level with endless Salesforce solutions
We'll take your business to the next level with endless Salesforce solutions
About us
Code Ohana — a team of professionals dedicated to Salesforce consulting and development services.
We handle everything from the initial setup and ongoing support to optimize your use of Salesforce.
Our solutions are built on years of experience to ensure your success and ROI.
Our solutions are built on years of experience to ensure your success and ROI.
Our clients
- 50+Verified Salesforce Certifications
- 20+EU-based Salesforce Professionals
- ∞Hours of Salesforce Development
We believe there are no limits, and we're here to enhance
your business performance in:
your business performance in:
- 1
Sales cloud
Manage your sales activities, collaborate with your team members, and analyze business performance from anywhere. - 2
Service cloud
Efficiently handle your customer inquiries, access relevant data, and deliver personalized support. - 3
Experience (Community) Cloud
Create online communities, portals and help centers for your customers, partners, or employees.
- 4
Field Service
Manage Scheduling, Dispatching, and Track service appointments, inventory, and provide real-time visibility into your field service operations. - 5
Salesforce CPQ
Simplify the complex process of configuring, pricing, and quoting products and services, making it easier for sales reps to create quotes for your customers. - 6
Mulesoft
Designing integration solutions tailored to your business needs, ensuring scalability and seamless connectivity between your business systems and Salesforce.
Our services
We don't just offer a standard service cycle.
Instead, we pave the way for you to achieve optimal Salesforce platform performance.
Instead, we pave the way for you to achieve optimal Salesforce platform performance.
- ServiceSalesforce DevelopmentDetails• Salesforce Custom Portals and Community Development
• Custom Salesforce Automations and Business Process Optimization
• Salesforce Lightning Component Development
• Salesforce Custom App Development
• Salesforce Integration with External Platforms and Middleware - ServiceFull-Cycle Salesforce ImplementationDetails• Salesforce End-to-End Implementation
• Salesforce Data Migration and Integration
• QA and UAT (User Acceptance Testing)
• Salesforce Change Management and User Adoption Strategy
• Ongoing Support and Managed Services - ServiceSalesforce Data Migration and Complex IntegrationDetails• Advanced Data Mapping, Transformation and ETL Processes
• Real-Time Data Integration and Automating Data Migration with MuleSoft
• Cloud-to-Cloud Integration and Data Synchronization Across Multiple Platforms - ServiceFull-Cycle Salesforce App DevelopmentDetails• Salesforce Mobile App Development
• B2B and B2C Custom Application Development
• Salesforce AppExchange Publishing and Custom App Development - ServiceManaged ServicesDetails• Day-to-Day Salesforce Management and Monitoring
• Salesforce Platform Enhancements and Architecture Consultation
• Salesforce Customization and System Performance Optimization
• Continuous Improvement and Feature Upgrades
• MuleSoft Managed Services - ServiceSalesforce Optimization and AuditDetails• Salesforce Health and Security Audits
• License Compliance and Optimization
• Advanced Business Process and Performance Audits
• Salesforce AI and Automation Strategy
Enhance Your Sustainable Growth with a Salesforce Audit
We've designed a Salesforce Audit Approach aimed at identifying unnecessary expenses within your Salesforce organization,
as well as security risks and inefficiencies in business automations.
as well as security risks and inefficiencies in business automations.
Enhance Your Sustainable Growth with a Salesforce Audit
We've designed a Salesforce Audit Approach aimed at identifying unnecessary expenses within your Salesforce organization,
as well as security risks and inefficiencies in business automations.
as well as security risks and inefficiencies in business automations.
Trust is built through actions. By offering a Salesforce Audit service for you,
we aim to demonstrate our commitment to transparency and showcase our team's technical expertise.
Trust is built through actions. By offering a Salesforce Audit service for you,
we aim to demonstrate our commitment to transparency and showcase our team's technical expertise.
1. Your Salesforce organization is over 3 years old.
2. Your users frequently encounter technical errors or exceptions.
3. You have concerns about the system's security.
4. Despite business growth, the performance of your Salesforce org declines.
5. You aim to integrate more business logic into the Salesforce instance.
2. Your users frequently encounter technical errors or exceptions.
3. You have concerns about the system's security.
4. Despite business growth, the performance of your Salesforce org declines.
5. You aim to integrate more business logic into the Salesforce instance.
We've designed a customized Salesforce Audit approach focused on identifying unnecessary expenses within your Salesforce organization, verifying risks associated with your organization security and access levels, and conducting fit-gap and technical analyses of Salesforce automations and code.
We can "clean up" your platform by removing unused elements and organizing your data. Once our work is complete, you'll receive a document outlining both current issues and potential improvements, including any overpaid features.
1. Optimizing Expenses and Resources
If your Salesforce instance has been operational for more than 2-3 years, it's expanding, and your expenses on it may get lost of new functionality. Our Salesforce Audit can identify redundant features.
We can identify functionalities, integrations, and applications that are no longer in use (or were never required to use—we've encountered this kind of scenario), but your organization is still paying for them.
2. Identifying System Gaps
New implementations over the years have become a ticking time bomb that could go off at any moment.
Indicators may include long page load times, employee complaints about errors, and most dangerously, security issues.
3. Improving Business Efficiency
While working with organizations, we often come across solutions within their Salesforce orgs that don't align with their business logic.
We can find alternative solutions solutions that can reduce processing time for Cases or Leads, make the system more convenient for employees, and more.
We can "clean up" your platform by removing unused elements and organizing your data. Once our work is complete, you'll receive a document outlining both current issues and potential improvements, including any overpaid features.
1. Optimizing Expenses and Resources
If your Salesforce instance has been operational for more than 2-3 years, it's expanding, and your expenses on it may get lost of new functionality. Our Salesforce Audit can identify redundant features.
We can identify functionalities, integrations, and applications that are no longer in use (or were never required to use—we've encountered this kind of scenario), but your organization is still paying for them.
2. Identifying System Gaps
New implementations over the years have become a ticking time bomb that could go off at any moment.
Indicators may include long page load times, employee complaints about errors, and most dangerously, security issues.
3. Improving Business Efficiency
While working with organizations, we often come across solutions within their Salesforce orgs that don't align with their business logic.
We can find alternative solutions solutions that can reduce processing time for Cases or Leads, make the system more convenient for employees, and more.
Step 1. Defining Audit Objectives and Gathering Your Feedback on Overall Performance
We’ll together identify the main pain areas you want to assess, such as data quality, security issues, performance inefficiency, or existing floating errors. It helps us focus more detailed on your problem.
Step 2. Assessment of Org Performance
Evaluating your Salesforce org performance generates insights into aspects of your Salesforce instance, such as Pages load time, Automations Execution Time, Storage limits, limits for API requests, and user adoption.
Our Architects conduct an overview of your org, including its internal structure and components.
This step establishes a baseline for the Audit and provides recommendations for architectural optimization, including improvements to the data schema and the use of third-party applications and integrations.
Step 3. License Compliance Check
Salesforce licensing is more complex than many organizations assess. It causes over-provisioning licenses, especially in larger organizations. Our License management option helps your organization reduce its Salesforce costs by undertaking a comprehensive review of its license pull and compare it against actual usage.
Moreover, we can find unused Salesforce features under specific licenses and find the appropriate application for them for your users.
Step 4. Conducting Security Check
Via Security Check, our Salesforce Consultant checks the protection of sensitive data in your organization, maintaining the right access levels for your employees teams and checking compliance with regulatory requirements of your business industry.
Step 5. Technical Audit
The Code Reviewing & Integrations Check step is conducted by a Lead Salesforce Developer and QA team. It involves assessing the architectural logic, analyzing Apex classes, triggers, test classes, and Visualforce components to ensure they adhere to Salesforce best practices and security standards.
Our Salesforce QA engineers conduct Unit, Integration, and System testing of existing solutions.
Then they compile a report detailing critical and potential bugs, as well as areas for optimization that need to be addressed.
Step 6. Business Process Audit
Often, your in-house processes undergo changes, yet the program logic or automations remain unadapted.
This results in a loss of efficiency, customer service/sales errors, and overall misuse of the platform. Our team of Salesforce Architects and Business Analysts conduct fit gap analysis to evaluate the alignment of your business processes with your existing Salesforce logic.
Step 7. Create Documentation & Guidance
In order to proceed with both bug fixes and further expansion, your specialists should be aware of the current functionality and problems.
We understand that since we often come into projects after Salesforce vendors, and it's challenging not knowing how the organization is functioning.
It's like rebuilding a construction kit without a manual. The main goal of our Audit is to provide clarity about the state of your Salesforce instance, identify areas of unnecessary expenses, and highlight bugs while outlining the next steps.
As a result, you'll receive a comprehensive PDF file containing the results of the Salesforce Audit.
We’ll together identify the main pain areas you want to assess, such as data quality, security issues, performance inefficiency, or existing floating errors. It helps us focus more detailed on your problem.
Step 2. Assessment of Org Performance
Evaluating your Salesforce org performance generates insights into aspects of your Salesforce instance, such as Pages load time, Automations Execution Time, Storage limits, limits for API requests, and user adoption.
Our Architects conduct an overview of your org, including its internal structure and components.
This step establishes a baseline for the Audit and provides recommendations for architectural optimization, including improvements to the data schema and the use of third-party applications and integrations.
Step 3. License Compliance Check
Salesforce licensing is more complex than many organizations assess. It causes over-provisioning licenses, especially in larger organizations. Our License management option helps your organization reduce its Salesforce costs by undertaking a comprehensive review of its license pull and compare it against actual usage.
Moreover, we can find unused Salesforce features under specific licenses and find the appropriate application for them for your users.
Step 4. Conducting Security Check
Via Security Check, our Salesforce Consultant checks the protection of sensitive data in your organization, maintaining the right access levels for your employees teams and checking compliance with regulatory requirements of your business industry.
Step 5. Technical Audit
The Code Reviewing & Integrations Check step is conducted by a Lead Salesforce Developer and QA team. It involves assessing the architectural logic, analyzing Apex classes, triggers, test classes, and Visualforce components to ensure they adhere to Salesforce best practices and security standards.
Our Salesforce QA engineers conduct Unit, Integration, and System testing of existing solutions.
Then they compile a report detailing critical and potential bugs, as well as areas for optimization that need to be addressed.
Step 6. Business Process Audit
Often, your in-house processes undergo changes, yet the program logic or automations remain unadapted.
This results in a loss of efficiency, customer service/sales errors, and overall misuse of the platform. Our team of Salesforce Architects and Business Analysts conduct fit gap analysis to evaluate the alignment of your business processes with your existing Salesforce logic.
Step 7. Create Documentation & Guidance
In order to proceed with both bug fixes and further expansion, your specialists should be aware of the current functionality and problems.
We understand that since we often come into projects after Salesforce vendors, and it's challenging not knowing how the organization is functioning.
It's like rebuilding a construction kit without a manual. The main goal of our Audit is to provide clarity about the state of your Salesforce instance, identify areas of unnecessary expenses, and highlight bugs while outlining the next steps.
As a result, you'll receive a comprehensive PDF file containing the results of the Salesforce Audit.
Our Case Studies
Salesforce project roadmap:
1
requirements and design
Our process involves gathering requirements, performing Fit Gap Analysis, suggesting Salesforce solutions, creating solutions via prototypes, and providing ongoing demos.
2
development and implementation
We customize your Salesforce solution through System Configuration and Development using a sprint-like design approach, applying Agile code development methodology.
3
Testing and deployment
Your Salesforce solution undergoes thoroughly testing to meet top-notch quality standards, including rigorous checks for user experience and functionality.
4
User Training and Support
Your employees receive full support during transitions to new platforms, ensuring a hypercare approach. Plus, your team gets technical documentation, process flows, end-user guides, and more.
Each project roadmap is grounded on our 4 core believes:
- Niche ProficiencyWe are dedicated to top-tier service.
Every member of our team has at least 5 years of experience with Salesforce Platform.01 - ReliabilityOur Quality Assurance Testing and Agile Methodology ensure reliable implementation.02
- TransparencyIncludes accurate cost estimation from day 1 to day X, along with clear deadlines and risk minimisation.03
- SupportUser training and Guidance are based on best practices and ongoing support.04
WE ARE HIRING!
Be a part of our mission!
We are looking for passionate people to join our team. We prioritize clear communication, full ownership, and taking responsibility. Join us!
