Sales Cloud renovation and data cleanup for an international machinery parts manufacturer

The challenge

With 37 years behind SolidCAM and a global reseller network, the leading independent CAM company needed to move from Salesforce Classic to Lightning, rework its lead processes and run a major data cleanup.

Our solution

We assessed the org to identify objects, fields and customisations in scope, built a migration plan with timelines and contingencies, validated it in a sandbox, trained all users on Lightning and executed the production migration with adoption monitoring — alongside data governance, an Account/Contact/Lead cleanup, lead process and conversion rework, and a base DevOps process for org-based development.

Impact

• 40+ workflows transitioned to Flows
• 600K records updated and cleaned up
• Classic to Lightning migration completed
• DevOps process established for org-based development