Project Name
How a Media Sales Company Future-Proofed Its Salesforce Platform
Our client is a leading media sales representation firm based in Los Angeles with operations in both Los Angeles and New York. They specialize in representing television networks, offering services such as direct response sales, general market ad sales (OTA/CPM), paid programming, billing, and consulting. As an outsourced sales team, the client relies heavily on Salesforce to manage campaigns, track revenue, and maintain advertiser relationships.
However, their Salesforce org had not been updated in several cycles, and technical debt was accumulating. The team approached Ksolves to modernize their Salesforce environment, focusing on upgrading API versions, implementing locale-specific functionality, and ensuring platform compatibility with upcoming Salesforce releases.
The client's Salesforce environment was facing growing operational risks due to legacy code and outdated system components. Specific challenges included:
- Outdated API Versions: Apex classes, Visualforce pages, Lightning components, and triggers were running on deprecated API versions, making the org less secure and harder to maintain.
- Locale Compatibility Issues: Hardcoded date and time logic led to formatting inconsistencies across users in different regions that posed a risk as the business expanded its national footprint.
- Integration Dependencies: The client relied on multiple internal and third-party integrations, which risked breaking during upgrades without proper validation.
- Risk of Disruption: Maintaining platform uptime during the upgrade was critical to avoid disruption in client-facing processes and internal operations.
To ensure a seamless modernization, Ksolves implemented a carefully planned, phased approach that focused on long-term stability, scalability, and global readiness:
- Locale-Agnostic Architecture: We audited and refactored the system's date/time logic to adopt dynamic, region-agnostic formats to enable consistency across user locales.
- API Version Upgrades: All metadata components, including Apex classes, triggers, Visualforce pages, and Lightning Web Components, were upgraded to the latest supported Salesforce API version.
- Comprehensive Regression Testing: We conducted thorough regression testing to make sure that existing business logic, reports, workflows, and UI components continued to function as expected post-upgrade.
- Integration Validation: We reviewed and tested all existing integrations with third-party systems and internal tools to ensure that data flow, sync logic, and APIs were unaffected.
- Phased Deployment Strategy: The entire upgrade process was executed in stages, starting with sandbox environments and gradually moving to production. This minimized downtime and allowed continuous feedback from the client’s internal team.
The transformation delivered measurable benefits for the client and enhanced both operational efficiency and platform longevity:
- Platform Modernization: All components are now aligned with Salesforce’s current API standards, reducing upgrade-related risks and unlocking compatibility with future seasonal releases.
- Improved User Experience: Locale-based formatting ensures accurate data entry and consistent reports for users across regions, regardless of local device settings.
- Operational Continuity: All internal and external integrations remained functional without requiring additional rework or downtime.
- Reduced Technical Debt: Streamlined code and removal of outdated logic improved system performance and made it easier to maintain and scale the org.
- Future-Ready Infrastructure: The client now has a stable and scalable Salesforce platform that supports ongoing innovation and faster adoption of new Salesforce features.
By identifying risks early and implementing a structured, low-risk upgrade strategy, Ksolves helped a media sales company transform their Salesforce environment into a modern, globally compatible, and highly scalable platform. The project successfully addressed long-standing technical debt while setting the foundation for future growth, smoother integrations, and efficient system maintenance.
Our strategic approach ensured the client experienced zero disruption during the process, and they’re now better positioned to leverage Salesforce innovations with confidence.
Don’t Let Legacy Code Hold You Back, Modernize Now!
