Salesforce Modernization

Mature Salesforce orgs collect debt: automation built in several tools, integrations on retiring authentication flows, unused fields, and products Salesforce no longer sells to new customers. Some of it is cosmetic. Some of it has a date attached, after which things stop working.

This page sets out how we approach Salesforce modernisation: finding the debt, prioritising what has a deadline, consolidating orgs where it makes sense, moving to current features, modernising integrations, and testing and rolling out without disruption. Start with an org health check.

The business problem

Debt slows every change. Admins avoid touching old automation, releases need long regression cycles, and integrations fail when Salesforce enforces a security change. Meanwhile new capabilities such as Agentforce and Data 360 assume a clean data model and current security. Modernisation is how you get there deliberately rather than in a crisis.

Changes with dates or status attached

These come from Salesforce's own pages and Winter '27 communications. Verify each against Salesforce Help for your org before planning around it.

Moving from legacy features to current ones

Automation

Flow is Salesforce's current declarative automation tool, listed among the platform's building blocks. If your org still runs Workflow Rules or Process Builder, check their current status in Salesforce Help and plan a migration to record-triggered flows, consolidating logic per object as you go. Winter '27 adds Flow Test Mode (Beta) for saved test scenarios with assertions. See record-triggered flow best practices and Flow vs Apex.

CPQ to Revenue Cloud

Salesforce states that CPQ is end of sale, not end of life: existing customers can keep using it, add users and renew, with support and critical fixes but no new features. No end-of-life date has been announced. Revenue Cloud Advanced is the successor. See our CPQ to Revenue Cloud Advanced migration plan.

Data Cloud to Data 360, and other names

Data Cloud is now Data 360; the product is the same, so this is a documentation and training change, not a migration. Other renames to reflect in your documentation include Einstein Copilot to Agentforce, and DevOps Center to Lifecycle Center in Salesforce's Winter '27 platform blog. See Salesforce product names in 2026.

Agents

From the week of 13 July 2026, new agents can only be created in the new Agentforce Builder. Legacy agents keep running and stay editable, so migrate them when you next change them.

Org consolidation

Multiple orgs are sometimes right: regulatory separation, very different business models. Often they are history. Consolidation needs a common data model, merged automation, user and permission redesign, and a data migration plan. Where orgs remain separate, replace Salesforce to Salesforce before Spring '27. See the multi-cloud architecture.

Modernising integrations

Move integrations to External Client Apps, named and external credentials, current API versions and supported OAuth flows. Replace polling with Change Data Capture or Platform Events where timeliness matters. See connected apps and OAuth changes and integration solutions.

Security boundaries

Modernisation is a chance to tighten access: one integration user per integration, least privilege, and no shared credentials. We never ask for passwords or tokens in email or chat.

Failure handling

The usual risk is behaviour that was never documented. Capture current behaviour with tests before changing it, run old and new automation side by side in a sandbox, and keep a rollback plan for each release.

Deployment model

We work remotely from India in your sandboxes, using your source control and pipeline. See the CI/CD and release management architecture.

Testing strategy

Write tests that describe current behaviour before you migrate it, then run them against the new build. Use full or partial copy sandboxes for realistic data. Our release testing checklist and UAT test plan template help structure this.

Operational monitoring

After each wave, watch error logs, integration failures, flow faults and user-reported issues. Keep old components inactive, not deleted, until the new ones are proven.

Prerequisites and limitations

Some targets need licences: Revenue Cloud Advanced and Shield, for example. Dates above come from Salesforce communications and can change, so confirm them in Help.

Sources

• https://www.salesforce.com/sales/cpq/end-of-life/
• https://www.salesforce.com/blog/platform-winter-27-release/
• https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/using_streaming_api_durability.htm
• https://developer.salesforce.com/docs/atlas.en-us.sfdx_setup.meta/sfdx_setup/sfdx_setup_release_notes.htm
• https://www.salesforce.com/agentforce/agent-builder/migration/
• https://www.salesforce.com/data/