App Modernization

Strategies for modernizing Salesforce legacy Systems

13 March 2023

In today’s digital-first world, legacy systems are often a barrier to growth and success; Salesforce is no exception. Organizations that use legacy Salesforce systems may find themselves at a disadvantage due to the outdated system architecture. Fortunately, there are ways to modernize your enterprise’s legacy Salesforce systems without sacrificing efficiency or functionality. In this blog post, we will discuss some of the key strategies for modernizing legacy Salesforce systems.

Let us first try to understand what legacy modernization is

Legacy modernization is the replacement of old existing software or hardware systems with new ones better suited to meet current needs. It is a crucial step that allows companies to keep up with changing customer demands and stay competitive in an ever-changing marketplace. It is also essential for businesses that want to leverage new technologies, such as machine learning and artificial intelligence, to increase efficiency and productivity.

Salesforce Integration Strategies

The main challenge of legacy modernization is integrating new solutions into existing systems without disrupting current business operations. This is where Salesforce integration strategies come in handy. Salesforce offers a range of integrations, including its own Lightning Connector, which allows you to easily integrate external data from other third-party sources into your applications—without having to write any code. This method significantly reduces the time required for integration, making it easier for businesses to quickly set up and deploy their applications on Salesforce’s cloud platform. Additionally, the following are a few legacy modernization strategies that can significantly improve Salesforce’s potential.

Migrate to Professional Cloud Solutions

One of the most beneficial strategies for modernizing legacy Salesforce systems is migrating to professional cloud solutions. By migrating to a cloud-based system, organizations can take advantage of the scalability and flexibility cloud technologies such as Amazon Web Services (AWS) offer. Also, leveraging cloud-based applications can reduce infrastructure costs and provide access to real-time analytics and data insights.

Integrate Automation Tools

Another strategy for modernizing legacy Salesforce systems is integrating automation tools into existing processes.These tools can streamline operations by replacing mundane tasks such as data entry, customer support inquiries, and lead generation tasks with self-executing routines. This can allow employees to focus on more complex tasks, resulting in increased productivity and efficiency. Organizations that still employ manual processes must consider replacing them with simplified solutions such as robotic process automation (RPA) or artificial intelligence (AI). Additionally, these automated solutions require minimal training and offer enhanced security features compared to manual processes.

Utilizing APIs to reduce manual interventions

Another useful strategy is leveraging APIs (Application Programming Interfaces) to automate processes between different systems. APIs allow two different applications or services to communicate and share data securely in real time without any manual intervention from developers or IT teams. This helps speed up integrating legacy systems into newer ones by allowing them to talk directly with each other, eliminating manual steps. Furthermore, automation tools like Zapier can help streamline complex processes by automating repetitive tasks such as data entry and email notifications when certain conditions are met.


Legacy modernization is essential for organizations that rely on Salesforce systems to run their business. While there is no one-size-fits-all solution for modernizing legacy systems, there are several strategies that can help organizations improve their processes while increasing efficiency and productivity. Organizations can gain an edge over their competition in today’s digital landscape by leveraging professional cloud solutions, integrating automation tools into existing processes, and replacing manual processes with automated solutions.

Salesforce is a powerful—often complex—system that is the core of your business process. PreludeSys has experienced team members specializing in business process automation and Salesforce modernization. Contact us today!

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