Maximizing System Stability through Intelligent Salesforce Flow Optimization

A rapidly growing leader in technology-driven services was facing critical performance bottlenecks in its Salesforce environment. Their system, burdened by a proliferation of legacy, single-purpose flows, suffered from frequent transaction failures, significant slowdowns, and data integrity challenges, especially under high data loads. These issues hampered their ability to manage large-scale customer transactions efficiently.

Caelius Consulting implemented a strategic refactoring of the client's automation architecture. We consolidated their fragmented processes into a streamlined and intelligent dual-flow framework, utilizing one Before-Save flow and one After-Save flow per object. This best-practice approach eliminated redundant operations and simplified debugging while preserving all required business logic.

The results were transformative. The client achieved a more stable, scalable, and maintainable Salesforce platform, leading to:

• An 80% reduction in transaction errors on key objects.
• A 40% decrease in the average transaction time for Case updates.
• DML statements cut from 5 to 2 per transaction.
• A 60% reduction in update calls and queries on high-volume objects.

Download the full case study to see how our methodical approach helped overcome persistent challenges and delivered a new level of system efficiency.