Strengthening Salesforce Performance, Security, and Scalability for a Leading Manufacturer

The Client: A Manufacturing Leader Running Business-Critical Operations on Salesforce 

A leading manufacturing company relied on Salesforce to support important business operations across teams, workflows, and data-driven processes. The platform was functional, but as the business continued to grow, the organization needed to make sure its Salesforce ecosystem could keep up, in performance as well as security, compliance, scalability, and long-term maintainability.  

In short, Salesforce was working. But the question was: was it working well enough for what came next?

The Challenge: A Working Salesforce Org with Hidden Risk, Technical Debt, and Performance Drag 

Like many mature Salesforce environments, the client’s org had accumulated complexity over time. Excess and outdated data were slowing system performance, while legacy records made day-to-day operations less efficient. 

At the same time, security and governance gaps were creating avoidable risk. Public access permissions, outdated API versions, weak compliance controls, unstructured user roles, and excessive permissions all increased the potential for data exposure and operational instability. 

The client also faced maintainability issues. Inefficient code, limited bulkification, weak error handling, delayed release updates, and inconsistent optimization practices made the platform harder to manage and scale. 

The Salesforce org was not broken. It had simply outgrown its earlier structure — and that is often where risk quietly begins. 

The Solution 

Xoriant Turned the Assessment into a Practical Modernization Roadmap 

Xoriant conducted a comprehensive Salesforce health check across the client’s ecosystem to identify where performance, security, compliance, code quality, data management, and scalability could be improved. 

Comprehensive Salesforce Health Check

Xoriant assessed the client’s Salesforce ecosystem across performance, security, compliance, code quality, data management, and scalability. 

Data Management & Archiving Strategy 

The team created a structured approach to reduce legacy data, improve speed, and support long-term platform efficiency. 

Security & Access Control Hardening

Xoriant strengthened security with stricter policies, role-based access, and improved compliance workflows.

Integration & API Modernization

Outdated integrations and API versions were upgraded to improve reliability, scalability, and future readiness.

Code Refactoring & Performance Optimization

The team improved code efficiency through bulkification, better error handling, and query optimization.

Lightning Experience Enablement

Xoriant supported migration to Lightning Experience and restructured layouts for a more intuitive user experience.

Monitoring, Audits & Incident Readiness

Automated monitoring, regular security audits, and a rapid incident response protocol were introduced to improve ongoing resilience. 

The Outcome: A Faster, Safer, and More Scalable Salesforce Foundation 

The assessment helped the client move from a functional Salesforce org to a stronger, cleaner, and more future-ready platform. 

System performance improved through better data management and the removal of legacy records. Security protocols were strengthened to reduce compliance risk and protect sensitive business data. Upgraded APIs and standardized code improved maintainability, scalability, and future readiness. 

The client also benefited from streamlined workflows, improved user experience, reduced system downtime, and stronger operational resilience through proactive audits and incident response planning. 

Most importantly, the engagement gave the organization a clearer path forward: a Salesforce ecosystem built not just to support current operations, but to scale securely with the business. 

Technology Stack: Salesforce, Python, Content Migration Tool (CMT), Existing On-Premise Data Sources