Our client is the largest organization of scientists, psychologists, clinicians, educators, consultants, and students in the United States. Their Salesforce Implementation was 12 years old and had gathered a lot of technical debt over the years resulting in performance degradation.
They were seeking a technology partner to help them refactor the implementation and replace the code with the newer no-code options to upgrade their Salesforce performance.
We reviewed and analyzed their current business logic implementation on the Sales cloud and came up with recommendations on refactoring scope.

Performance degradation of batch jobs and integration while creating and updating records.
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Legacy fields and code in the system were no longer in use but affected the transaction time.
The implementation was done on old logic, which took time in case of the change request.
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- Documented business processes where performance was low.
- Identified the processes that were no longer in use and the ones still in use.
- Followed the approach to remove the code pieces and data model no longer in use to refactor the code still in use.
- Strategized converting code into no-code solutions.
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Resolved the problem of performance degradation in the Salesforce sales cloud.
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Achieved user satisfaction by increasing transaction performance.
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Improved change request delivery using no code logic builders.


