Transforming Legacy Functionality and Salesforce Org into Modern Architecture
An audit and overhaul of a heavily programmatic Salesforce org, and migration processes to declarative tools, giving Sales Ops full ownership.
An audit and overhaul of a heavily programmatic Salesforce org, and migration processes to declarative tools, giving Sales Ops full ownership.
Redgate is a software company that focuses on DevOps operations. With an internal team of very capable software engineers, their Salesforce org had been built with programmatic tools almost exclusively.
This meant that the Sales Ops team could not take ownership of it, and it got to a point where minor changes were very cumbersome to implement or caused major errors or disruption. Legacy functionality couldn’t be replaced to match the current company needs. The business had also been unable to migrate to Salesforce Lightning.
We began by taking stock of all the custom work done in the Salesforce platform, and mapped it out with full documentation.
We reviewed our findings with the business to decide what to retire, what to migrate to declarative tools (Flows), and what made sense to leave as it was.
Business discovery included workshops to understand what new functionality they needed to support the current and future business processes.
We also conducted in-depth interviews with multiple end users, from different sub teams, to identify areas and ways we could enhance their user experience.
Our enhancements enabled the Sales Ops team to take ownership of the platform away from the engineering team. This also allowed for thousands of lines of code to be retired.
New functionality to automate complex lead assignment, freeing two full time employees to focus on lead qualification.
We delivered an optimised sales process that included the utilisation of opportunity splits and forecasting.
An all new Lightning UI was carefully curated based on user needs and with optimal experience for their roles.
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