Salesforce Retirement of Legacy Automations
The project will address the scheduled retirement of products such as Process Builders and Workflow Rules, set for Winter 2025. This initiative will involve transitioning to alternative solutions to ensure continued functionality and compliance.

Business Problem
- The business was unsure about the necessary actions and processes required for the project.
- The initiative had to be completed within a limited timeframe, requiring efficient and timely execution.
- Users needed comprehensive documentation, testing support, and end-to-end scenario demonstrations to ensure successful adoption and implementation.
Value Delivered
- By transforming previously unreadable data into clear and comprehensive visualizations, we have enabled stakeholders to quickly grasp key insights and trends.
- The new visualizations empower the business to make more informed decisions based on accurate and easily interpretable data.
- With improved data visualization, the business can effectively forecast future goals and strategic plans, enhancing their ability to plan and allocate resources efficiently.

Ready to start your transformation journey?
We would love to hear from you and start working with you on taking the next steps.