Salesforce legacy app migration and automation

Context

The client relied on a custom non-Salesforce CRM with brittle workflows and limited scalability. The goal was to move to Salesforce while preserving business processes, improving maintainability, and staying within platform limits.

What we built

• Requirements discovery and solution design aligned to core workflows.
• Data modeling and migration planning for key CRM entities.
• Reusable Lightning Web Components for consistent UX.
• Apex services, triggers, async jobs, and flows designed for platform limits.
• Security, validation rules, and approval workflows aligned to governance needs.
• Performance tuning and testing to reduce governor and CPU limit failures.

Outcomes

• Delivered a successful legacy CRM transition to Salesforce with minimal disruption.
• Improved maintainability through standardized components and reusable patterns.
• Resolved governor limit and CPU time issues through Apex optimization.
• Established scalable architecture and development practices for future enhancements.