Case Study: B2B company boosts user performance with Saggezza's Salesforce trigger consolidation

How to Avoid the Pitfalls of Salesforce Triggers

Saggezza worked with a 60-year-old established B2B company undergoing a digital transformation on Salesforce, its primary platform for sales operations. As the client expanded use of Sales Cloud and Salesforce across marketing, sales, service, and field service, years of organic growth and disparate development teams led to inconsistent processes and misfiring automation triggers that disrupted day-to-day work.

Saggezza consolidated the client’s Salesforce triggers to control execution order, reduce complexity, and create clear documentation for each trigger and process. By reducing each trigger to just two lines of code in a master trigger and consolidating to one trigger per object, Saggezza improved reusability, debugging, and maintainability, while increasing user performance by 45%.