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A leading France-based energy company was running on an outdated Salesforce system with legacy code, deprecated API calls, and unused third-party packages.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Apex code was built on outdated APIs, limiting access to modern Salesforce capabilities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Upgraded outdated Apex classes and triggers to the latest supported API versions, enabling modern functionality, improved platform security, and future-proof operations.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
| 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.
Free Consultation
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Whether you’re starting fresh or optimizing what you already have, Perigeon is here to help you move forward with confidence.
Ujval Shah
CEO, Perigeon Software Pvt. Ltd.
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