Learn how we helped a manufacturing company clean up their Salesforce org and ease up their maintenance.
Learn how we helped a manufacturing company clean up their Salesforce org and ease up their maintenance.
Consulting best practices - org refactoring

Problem

Since many vendors had worked on the client Salesforce instance over several years, the company felt that their org was not set up and managed in line with best practices.

Solution

Lister reviewed their Salesforce org health and recommended specific improvements to ensure that they align with best practices. We classified recommendations based on business impact and helped Titan prioritize changes that had to be made. These, in turn, were soon implemented.

The work done included the following:

  • Consolidated and cleaned up over 50 triggers to ensure they follow best practices and ensure a limit of one trigger per object
  • Cleaned up unused and redundant fields, page layouts, workflows, roles, profiles, validation rules, apps, reports, dashboards, etc.
  • Rewrote 40+ queries to ensure governor limits will not be breached
  • Cleaned up and updated over 500 components using outdated API versions
  • Removed hardcoded URLs and other values from buttons, links, and code
  • Rewrote test classes to eliminate failures and improve code coverage to more than 85%
  • Removed security vulnerabilities
  • Cleaned up Opportunity object which had over 75 workflows and validation rules
  • Ensured classes and methods followed proper naming conventions and commenting
  • Helped deprecate unused sandboxes and synced active sandboxes with production

Outcome

Client stakeholders were happy that they now had a significantly cleaner and well- set- up Salesforce.org.

Testimonial
VP IT, of an online language learning company

Lister has been a trusted partner of ours for over a decade because they are as fast and dynamic as we are.  They have grown with our business, reacted to changing technology demands, and have provided everything from thought leadership to technical experience in augmenting the needs of our business.

VP IT, of an online language learning company
Project Manager Leading Auto Internet company

Lister team has been working with Edmunds for two and half years. Lister team specializes in salesforce. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

Project Manager Leading Auto Internet company
Head IT, APAC of a leading global vision care company

We had a very fruitful collaboration with Lister on our Org refactoring Project. Lister's knowledge and experience on the various Salesforce products and also the Business expertise helped us to make the refactoring activity a very successful project.

 

Head IT Equipment Manufacturing Company
CIO – Hospitality and Leisure business

Lister Technologies is having Salesforce experts for delivering solutions. The solutions are thought through completely before development and built with scope of scalability which is mandate for any future requirement to be developed to support business for on-time market. Lister is capable of taking any technical requirement and provide solutions in the agreed timeline.

CIO – Hospitality and Leisure business
CIO Leisure and Hospitality Business

Lister Technologies is having Salesforce experts for delivering solutions. The solutions are thought through completely before development and built with the scope of scalability, which is the mandate for any future requirement to be developed to support business for the on-time market. Lister is capable of taking any technical requirement and providing solutions in the agreed timeline.

CIO Leisure and Hospitality Business
Head IT APAC Global Eyecare company

We have not experienced such a rapid implementation of a solution – rollout to 3 global regions in 12 weeks is nothing short of fantastic.

Head IT APAC Global Eyecare company
Program Manager APAC Global Eye Care company

I must say it is phenomenal progress we have seen in just last 4-6 weeks – from concept to delivery in 6 weeks seems like a new benchmark. I must also highlight, it has not come as luck to us, a lot of very long days and long weekends have gone into this, so the credit goes to the teams that are behind this, especially the Lister team in India.

Program Manager APAC Global Eye Care company