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A leading France-based energy company was running on an outdated Salesforce system with legacy code, deprecated API calls, and unused third-party packages.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Apex code was built on outdated APIs, limiting access to modern Salesforce capabilities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Upgraded outdated Apex classes and triggers to the latest supported API versions, enabling modern functionality, improved platform security, and future-proof operations.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

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.

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