Salesforce API Modernization for a
France-based Energy Leader

Overview

A leading France-based energy company was running on an outdated Salesforce system with legacy code, deprecated API calls, and unused third-party packages. The system had become difficult to maintain, less secure, and incompatible with new Salesforce features. Perigeon was engaged to modernize the Salesforce Org — upgrading APIs, cleaning up the codebase, auditing automation, and ensuring platform alignment with Salesforce best practices.

Project Objective

Upgrade Apex classes to the latest API versions
Replace deprecated methods for future compatibility
Clean up third-party packages and metadata bloat
Optimize automation workflows and business logic
Ensure test class coverage with minimal regression issues
Enhance platform stability and maintainability

Challenges

Apex code was built on outdated APIs, limiting access to modern Salesforce capabilities

Deprecated methods were triggering runtime warnings and errors

Multiple third-party packages provided redundant features now natively available

Workflow rules and Process Builders conflicted, causing process delays

Test coverage was insufficient, risking future deployments

Maintenance was costly, error-prone, and not scalable

Our Approach

Perigeon followed a structured approach to modernization:

01 Audit

Reviewed all code, triggers, and automation to assess compatibility with the latest Salesforce standards.

02 Upgrade

Aligned Apex classes and triggers with the latest API versions to improve maintainability.

03 Refactor

Replaced legacy code patterns with supported, efficient Salesforce methods and syntax.

04 Cleanse

Removed unused third-party packages to streamline the org and boost performance.

05 Optimize

Eliminated redundant workflows and flows to prevent logic conflicts and speed up execution.

06 Deploy

Updated test coverage to 75%+, validated all changes, and deployed smoothly to Production.

What Made This Integration Unique

API Version Upgrade

Upgraded outdated Apex classes and triggers to the latest supported API versions, enabling modern functionality, improved platform security, and future-proof operations.

Legacy Package Cleanup

Removed third-party packages that were no longer necessary due to Salesforce’s evolving native capabilities. This reduced system complexity and risk of package-related issues.

Refactoring Deprecated Methods

Refactored legacy Apex code that relied on deprecated functions and methods, aligning the codebase with Salesforce’s current development standards.

Test Class Optimization

Rewrote and improved test classes to support new logic, ensuring full regression validation and a code coverage level exceeding 75%.

Business Logic Cleanup

Audited all existing automations and eliminated outdated or conflicting logic from Workflows, Process Builders, and custom triggers to streamline operations and improve processing time.

System Optimization

Removed obsolete metadata components, optimized storage usage, and improved query performance across the Org.

Impact and Results

Metrics Table

Focus Area	Pre-Upgrade	Post-Upgrade
API Versioning	Legacy versions	Upgraded to latest API standards
Codebase Health	Deprecated methods in use	Fully compliant with Salesforce rules
Third-party Packages	Several unused packages	Clean and minimal package footprint
Automation	Redundant/Conflicting workflows	Streamlined and consolidated flows
Test Coverage	Inconsistent	75%+ with stable regression testing
System Performance	Sluggish and error-prone	Faster, more secure, and scalable

Boosted overall Salesforce performance
Strengthened platform security & stability
Made codebase easier to scale & maintain
Reduced tech debt and external tools
Enabled future Lightning readiness

Smooth sync with latest Salesforce tools
Fewer errors and lower system latency
Clean base for custom development work
Higher team confidence and productivity
Better planning for long-term upgrades

Modernization avoids future breakdowns
Regular audits help clean up systems
Native tools can replace old packages
Strong test coverage ensures platform health
Clean logic improves business agility

Agile Process

This integration project required precise planning and adaptive delivery cycles.

Discovery & Audit Sprint

Analysed legacy code, triggers, and API dependencies.

Upgrade Sprints

Modernised code, replaced deprecated methods, and implemented new API features.

Optimization Cycles

Improved performance, reduced technical debt, and streamlined workflows.

Deployment & Review

Each sprint ended with sandbox deployments and detailed demos for client validation.

Salesforce QA Process

A thorough QA cycle ensured all upgraded components worked reliably and efficiently.

Unit & Functional Testing

Verified updated APIs, refactored classes, and cleaned-up triggers.

Backward Compatibility Tests

Ensured older integrations continued to function after the upgrade.

Workflow & Automation QA

Reviewed automation flows to ensure they complied with Salesforce’s latest standards.

Integration Testing

Validated communication with external platforms consuming the latest API versions.

Performance Benchmarking

Measured improvements in system speed and error reduction.

Conclusion

This modernization project by Perigeon demonstrates the importance of staying current with platform standards, especially in a rapidly evolving ecosystem like Salesforce. Through a structured, phased approach, the client’s system is now more secure, maintainable, and ready for the next phase of digital transformation.

Frequently asked questions

Why was API modernization needed for this client?

The client’s Salesforce Org was built on outdated API versions, legacy Apex code, and deprecated methods, which limited access to modern Salesforce features and increased maintenance risk. Runtime warnings, security concerns, redundant third-party packages, and conflicting automations made the system hard to scale, costly to maintain, and incompatible with future Salesforce upgrades. API modernization was essential to ensure platform stability, security, and long-term viability.

Does API modernization require downtime?

No. Perigeon executed the modernization through a structured, phased approach that included auditing, refactoring, testing, and validation before deployment. By maintaining 75%+ test coverage and validating all changes prior to Production release, the upgrade was completed without business disruption or system downtime.

What improvements did the new API version provide?

Upgrading to the latest Salesforce API versions delivered significant benefits, including:

Access to modern Salesforce capabilities
Improved platform security and compliance
Faster execution and better performance
Elimination of deprecated methods and runtime warnings
Cleaner, more maintainable Apex code

The result was a future-ready, scalable Salesforce environment aligned with Salesforce best practices.

How does Perigeon ensure backward compatibility?

Perigeon ensured backward compatibility by:

Auditing existing Apex classes, triggers, and automation
Refactoring legacy code instead of removing critical logic
Rewriting and strengthening test classes for full regression validation
Carefully deploying changes only after successful testing

This approach preserved existing business functionality while modernizing the underlying architecture.

What security standards were implemented?

Security was enhanced by:

Upgrading APIs to the latest supported versions
Removing deprecated and unsupported code patterns
Eliminating unnecessary third-party packages that increased risk
Aligning the Org with Salesforce security and development best practices

These changes strengthened overall platform stability and reduced exposure to future security vulnerabilities.

Can the client extend the new API for future digital initiatives?

Yes. The modernized API framework provides a clean, scalable foundation for future initiatives such as:

Lightning Experience enhancements
Custom application development
Integration with new digital platforms
Ongoing Salesforce feature adoption

With reduced technical debt and improved code health, the client is now fully prepared for future digital transformation and innovation.

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Salesforce API Modernization for a France-based Energy Leader

Overview

Project Objective

Challenges

Our Approach

01

Audit

02

Upgrade

03

Refactor

04

Cleanse

05

Optimize

06

Deploy