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A leading France-based energy company was running on an outdated Salesforce system with legacy code, deprecated API calls, and unused third-party packages.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Apex code was built on outdated APIs, limiting access to modern Salesforce capabilities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Upgraded outdated Apex classes and triggers to the latest supported API versions, enabling modern functionality, improved platform security, and future-proof operations.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

What Made This Integration Unique

API Version Upgrade

Legacy Package Cleanup

Refactoring Deprecated Methods

Test Class Optimization

Business Logic Cleanup

System Optimization

Impact and Results

Conclusion

Have an Idea ?

(*) Asterisk denotes mandatory fields

Success Stories

Salesforce

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Salesforce API Modernization for a
France-based Energy Leader