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A well-implemented Salesforce instance should serve as the backbone of a business, optimizing processes, enhancing user efficiency, and driving growth. However, many organizations struggle with technical debt, outdated customizations, and misaligned automation that fail to support evolving business needs. At Peergenics, we specialize in conducting Salesforce Org Health Checks to diagnose performance bottlenecks, remediate legacy issues, and modernize your Salesforce environment for scalability, efficiency, and long-term success.
In this blog, we’ll explore how Peergenics performs a deep analysis of problematic Salesforce implementations, identifying technical debt, optimizing automation, and refactoring legacy code to restore your Salesforce instance to peak performance.
A Salesforce Org Health Check is the first step in uncovering inefficiencies, broken automations, and outdated configurations that hinder productivity. Peergenics leverages a structured approach to evaluate your org’s security, performance, automation, and code quality.
Key Areas of Analysis:
✅ Security & Compliance Review – Ensuring proper user permissions, data security policies, and compliance with industry standards. ✅ Technical Debt Assessment – Identifying redundant customizations, outdated automation, and inefficient workflows. ✅ Automation Audit – Reviewing Process Builder flows, Workflow Rules, and Apex Triggers to ensure optimal performance and alignment with business processes. ✅ Data Model Integrity – Evaluating object relationships, field usage, and data hygiene to eliminate inconsistencies and redundancies. ✅ UI/UX & Adoption Review – Assessing the effectiveness of page layouts, Lightning components, and overall user experience.
Deliverable: A detailed Org Health Report with prioritized recommendations for improvement.
Technical debt accumulates when quick fixes and inefficient customizations pile up over time, leading to performance degradation and user frustration. Peergenics takes a systematic approach to reduce technical debt and future-proof your Salesforce environment.
Common Technical Debt Issues We Resolve:
🚨 Obsolete or Redundant Automation – Multiple competing automation tools (Workflow Rules, Process Builder, Apex Triggers) leading to inefficiencies. 🚨 Hardcoded Apex Code & Unmanaged Packages – Inflexible, unscalable custom code that hinders adaptability. 🚨 Poor Data Governance – Inconsistent naming conventions, excessive fields, and lack of standardized data entry processes. 🚨 Slow Performance & Governor Limits – Identifying queries and processes that violate Salesforce governor limits, leading to latency issues.
✅ Solution: Peergenics restructures and streamlines automation by consolidating redundant flows into a modern, scalable solution using Flow Builder and Apex best practices.
Outcome: A leaner, faster, and more maintainable Salesforce org that reduces administrative overhead and enhances system performance.
Legacy implementations often contain poorly documented and inefficient custom Apex code that complicates maintenance and prevents scalability. Peergenics’ expert development team specializes in Apex code refactoring to improve readability, maintainability, and performance.
Our Apex Refactoring Approach:
✔ Code Documentation & Cleanup – Enhancing clarity with proper comments and structured logic. ✔ Bulkification & Optimization – Ensuring triggers and batch jobs adhere to best practices for handling large data volumes. ✔ Security & Error Handling Enhancements – Implementing proper exception handling and ensuring adherence to Salesforce security best practices. ✔ Unit Test Improvements – Increasing code coverage and reliability through enhanced test classes.
Outcome: Clean, well-documented, and high-performance Apex code that enhances maintainability and system reliability.
Visualforce to Lightning Web Component (LWC) Conversions
With Salesforce’s shift towards Lightning Web Components (LWC), legacy Visualforce pages can hinder the modern user experience. Peergenics expertly converts outdated Visualforce pages into responsive, fast, and scalable LWCs.
Key Benefits of LWC Migration: ✨ Improved Performance: LWCs load faster and provide a more seamless user experience. ✨ Modern UI/UX: Enhanced interactivity and responsiveness across devices. ✨ Future-Proof Architecture: Aligns with Salesforce’s roadmap and ensures compatibility with upcoming enhancements.
Outcome: A modernized Salesforce experience that leverages Lightning’s speed, efficiency, and user-friendly design.
After refactoring and optimizing your Salesforce org, we ensure a seamless deployment with thorough testing and user training.
Our Deployment & Training Strategy:
🚀 Phased Rollout – Implementing changes in controlled stages to minimize disruption. 🔍 Rigorous Testing – Unit testing, regression testing, and user acceptance testing (UAT) before go-live. 📚 End-User Training – Hands-on workshops and documentation to ensure high adoption rates.
Outcome: A highly optimized and user-friendly Salesforce instance that aligns with business objectives and maximizes productivity.
If your Salesforce instance is struggling under the weight of technical debt, ineffective automation, and outdated UI components, Peergenics can help. Our Salesforce Org Health Check & Optimization Services deliver:
✅ A cleaner, more efficient Salesforce environment ✅ Optimized automation and workflows that align with business needs ✅ Refactored, high-performance Apex code for long-term scalability ✅ Modernized Lightning UI/UX for a seamless user experience
Ready to restore your Salesforce org to peak performance? Contact Peergenics today to schedule your Salesforce Health Check & Optimization Assessment!
