Our client is the leading scientific and professional organization representing psychology in the United States, with more than 146,000 researchers, educators, clinicians, consultants, and students as its members.
The client wanted to improve the existing code by optimizing logic, adhering to best practices, and restructuring it to ensure efficiency, performance, and adherence to coding standards. They were looking for technology partner to help them overcome limitations posed by process builders by transitioning them to flows.
We, at Technology Mindz conducted a thorough analysis of the entire Salesforce org and refactored the code as per the best practices. We also helped the client with the migration of process builders to flows. The client received positive results and most of the flows are live in the Salesforce org without any issues.
The Salesforce Org experienced performance issues, such as slow page loads, due to inefficient code and complex workflows.
The existing codebase lacked proper documentation and structure, making it challenging to maintain and enhance the system.
Accumulation of technical debt over time since the code was written without adherence to best practices. This hindered future development for the organization.
Limited flexibility and customization required for tailored business processes with process builders. However, flows, with their advanced capabilities, allow for more customization to meet specific business needs.
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Conducted a comprehensive review of existing apex code and process builder workflows to identify performance bottlenecks and inefficiencies.
Restructured code as per the best practices and coding standards to ensure future maintainability.
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Evaluated existing process builder workflows and identified processes suitable for migration to flows and migrated the process builders to flows. 4 flows for each object were designed which defined proper criteria to maintain them going forward.
Refactored apex classes, triggers, and workflows, optimizing the logic, improving query performance, and reducing redundant operations.
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- Improved performance: Code refactoring led to significant improvements in system performance, resulting in faster page loads and smoother user experience.
- Enhanced maintainability: The modularized codebase and comprehensive documentation made it easier for developers to understand, maintain, and update the system.
- Reduction in errors: Refactoring reduced the occurrence of bugs and errors, contributing to a more stable and reliable Salesforce org.
- Simplified processes: The transition to flows simplified complex workflows, making them more manageable and easier to maintain and troubleshoot.
