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Salesforce solutions
Untangling a decade-old Salesforce org
An org assessment and staged remediation that moved critical automation into tested, deployable code.
- Client
- B2B medical devices distributor
- Industry
- Healthcare distribution
- Service
- Salesforce solutions
- Year
- 2025
The challenge
Years of overlapping workflow rules, process builders and triggers meant a single opportunity update could fire a dozen automations in an unpredictable order. Releases were manual and routinely broke quoting.
What we did
- Audited every automation and documented its real trigger order and owner
- Consolidated duplicated logic into a single Apex trigger framework
- Rebuilt quoting screens as Lightning Web Components with test coverage
- Introduced Salesforce DX with sandbox-to-production promotion
Outcome
Consolidated and documented
Automations
Raised above policy threshold
Apex coverage
Manual to pipeline-driven
Releases
- Apex
- LWC
- Flow
- Salesforce DX
- SOQL