Revamping legacy salesforce code to improve user satisfaction: A success story

Revamping legacy salesforce code to improve user satisfaction: A success story

Challenges

1- Slow transaction speed due to legacy fields and outdated code.

2- Long transition times for change requests, impacting efficiency.

Solution

1- Removed obsolete code and data models to enhance performance.

2- Refactored existing code for better efficiency.

3- Implemented no-code solutions to accelerate bulk processing.

Results

1- 60% increase in user satisfaction due to faster transactions.

2- 40% improvement in response time for change requests.

3- 30% reduction in processing delays by using no-code logic builders.

Our client is the largest U.S.-based organization representing scientists, psychologists, clinicians, educators, and students. Their Salesforce implementation, which had been in place for over 12 years, had accumulated significant technical debt, leading to performance degradation.

The organization sought a technology partner to revamp their existing Salesforce environment by refactoring outdated implementations and leveraging modern, no-code solutions. Their primary goal was to improve system performance and accelerate business operations without disrupting ongoing processes.

We conducted a comprehensive assessment of their Salesforce Sales Cloud, identifying areas of performance bottlenecks and inefficiencies. Our team devised a strategic refactoring plan, eliminating redundant elements and optimizing workflows with no-code automation tools to enhance agility.

Key Industry

Healthcare education, Non-Profit member association

Key Pains

- Decreased system performance due to old Salesforce implementation.

- Delayed processing and slow change adoption affecting business agility.

Product Mix

Upgradation of Sales Cloud

The outcome
  • Data creation and updates took significantly longer due to accumulated technical debt. Large-volume processing suffered from inefficiencies, slowing down key operations.
  • Over the years, redundant fields and outdated code structures led to system clutter. Even unused legacy components affected the overall execution time of transactions.
  • Older logic required manual code modifications, making updates slow and complex. Business teams experienced frustration with long wait times for system changes.
  • Mapped out critical bottlenecks in business processes to pinpoint inefficiencies. Conducted a thorough audit to identify redundant processes and unused components.
  • Removed outdated data models and legacy code that no longer served business needs. Re-engineered critical processes for improved execution speed and efficiency.
  • Converted existing code-based logic into declarative, no-code solutions. Implemented automation tools to reduce dependence on manual intervention.

60%

Increase in user satisfaction

as transaction times significantly improved.

40%

Faster response time

for change requests, allowing for quicker business adaptability.

30%

Reduction in processing delays

leading to smoother and more efficient operations.

Eliminated obsolete code and optimized workflows

creating a scalable system for future enhancements.

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