Salesforce Consulting and Implementation
case study
lighthouse
lighthouse
Transforming a complex eDiscovery environment with automated estimations, smarter case routing, connected sales tools, and a leaner Salesforce infrastructure.
Transforming a complex eDiscovery environment with automated estimations, smarter case routing, connected sales tools, and a leaner Salesforce infrastructure.
Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and focused
Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and focused
Overview
01
A premier provider of technology-enabled eDiscovery and information governance services, delivering critical data management, legal consulting, and compliance solutions to large-scale enterprises and law firms globally.
A premier provider of technology-enabled eDiscovery and information governance services, delivering critical data management, legal consulting, and compliance solutions to large-scale enterprises and law firms globally.
About
About
Client: Lighthouse Global
Client: Lighthouse Global
Industry: Legal Technology / eDiscovery
Industry: Legal Technology / eDiscovery
Location: Saudi Arabia
Location: Saudi Arabia
Scope of work
Scope of work
Custom estimation and budgeting engine
Custom estimation and budgeting engine
Omni-Channel case routing and workflow automation
Omni-Channel case routing and workflow automation
Apollo.io, HubSpot, LinkedIn & DocuSign integrations
Apollo.io, HubSpot, LinkedIn & DocuSign integrations
Salesforce data cleanup and storage optimization
Salesforce data cleanup and storage optimization
Validation, governance and process automation
Validation, governance and process automation
Tech stack
Tech stack
Salesforce Sales Cloud
Salesforce Sales Cloud
Service Cloud
Service Cloud
Lightning Web Components
Lightning Web Components
Apex
Apex
Flow Automation
Flow Automation
Omni-Channel
Omni-Channel
background
02
As Lighthouse Global scaled, their Salesforce environment couldn't keep up.
As Lighthouse Global scaled, their Salesforce environment couldn't keep up.
Challenge
Challenge
Sales teams were building client estimates manually. Fragmented processes, calculation errors, and inconsistent formatting. The system was approaching its data storage limit, threatening performance, and pushing infrastructure costs up. Users were navigating multiple disconnected applications, creating confusion and inefficiency. And without automated routing, support and sales requests piled up in queues that required manual effort to manage. They needed automation, integration, and infrastructure cleanup, all without disrupting a team that was actively using the platform daily.
Sales teams were building client estimates manually. Fragmented processes, calculation errors, and inconsistent formatting. The system was approaching its data storage limit, threatening performance, and pushing infrastructure costs up. Users were navigating multiple disconnected applications, creating confusion and inefficiency. And without automated routing, support and sales requests piled up in queues that required manual effort to manage. They needed automation, integration, and infrastructure cleanup, all without disrupting a team that was actively using the platform daily.
Facing similar challenges in your Salesforce org? Book a 15-minute call
We'll tell you what's worth fixing first and what it takes to get there.
Book your session
Facing similar challenges in your Salesforce org? Book a 15-minute call
We'll tell you what's worth fixing first and what it takes to get there.
Book your session
the process
03
Approach
Approach
STEP
01
Built the estimation engine
Built the estimation engine
Developed a Lightning Web Component and Apex framework with Standard, Template, and Low/High estimation models.
02
Built specialized budgeting tools
Built specialized budgeting tools
Created a custom tree-grid for Johnson & Johnson budgeting with version history, YTD spend tracking, and automated currency formatting.
Created a custom tree-grid for Johnson & Johnson budgeting with version history, YTD spend tracking, and automated currency formatting.
03
Automated client documentation
Automated client documentation
Implemented one-click PDF generation for fast, consistent client-facing estimates and documentation.
Implemented one-click PDF generation for fast, consistent client-facing estimates and documentation.
04
Configured Omni-Channel routing
Configured Omni-Channel routing
Set up Omni-Channel access, dashboards, and urgency classification to improve case routing and priority handling.
Set up Omni-Channel access, dashboards, and urgency classification to improve case routing and priority handling.
05
Streamlined case workflows
Streamlined case workflows
Enabled end-to-end Opportunity creation from Cases, configured Email-to-Case, and customized list views for dedicated queues.
Enabled end-to-end Opportunity creation from Cases, configured Email-to-Case, and customized list views for dedicated queues.
06
Integrated the third-party stack
Integrated the third-party stack
Connected Apollo.io for lead ingestion, fixed HubSpot lead-status synchronization, and implemented LinkedIn Sales Navigator for field mapping and lead generation.
Connected Apollo.io for lead ingestion, fixed HubSpot lead-status synchronization, and implemented LinkedIn Sales Navigator for field mapping and lead generation.
07
Automated compliance workflows
Automated compliance workflows
Integrated DocuSign to automate data-deletion authorizations and strengthen compliance governance.
Integrated DocuSign to automate data-deletion authorizations and strengthen compliance governance.
08
Cleaned up the infrastructure
Cleaned up the infrastructure
Built batch classes to remove redundant snapshots, reducing storage from 2.5 GB to 400 MB. Used Metadata API and SF CLI audits to remove unused fields and archive inactive reports.
Built batch classes to remove redundant snapshots, reducing storage from 2.5 GB to 400 MB. Used Metadata API and SF CLI audits to remove unused fields and archive inactive reports.
Results
04
From Manual Processes to a Connected Salesforce Ecosystem
From Manual Processes to a Connected Salesforce Ecosystem
+
Leaner and faster infrastructure
Leaner and faster infrastructure
Reduced storage from 2.5GB to 400MB through automated batch cleanup, restoring system performance and improving long-term sustainability.
Reduced storage from 2.5GB to 400MB through automated batch cleanup, restoring system performance and improving long-term sustainability.
+
Faster, more reliable workflows
Faster, more reliable workflows
Omni-Channel routing eliminated case backlogs, while direct case closure, automated estimate cloning, validation rules, and field mappings reduced turnaround time and manual errors.
Omni-Channel routing eliminated case backlogs, while direct case closure, automated estimate cloning, validation rules, and field mappings reduced turnaround time and manual errors.
+
Fully connected sales ecosystem
Fully connected sales ecosystem
Delivered end-to-end integrations across Apollo.io, HubSpot, LinkedIn Sales Navigator, and DocuSign, creating a more automated and consistent flow from lead intake through documentation.
Delivered end-to-end integrations across Apollo.io, HubSpot, LinkedIn Sales Navigator, and DocuSign, creating a more automated and consistent flow from lead intake through documentation.
The bottom line
Lighthouse Global’s growing Salesforce environment was constrained by manual estimations, fragmented workflows, case backlogs, and increasing storage pressure. Disconnected tools and repetitive data entry further slowed teams down and increased the risk of errors. We introduced automated estimation and case-routing workflows, connected the sales and compliance stack, and streamlined the underlying Salesforce infrastructure. The result was faster quote creation, fewer manual errors, clearer case management, and storage reduced from 2.5GB to 400MB—creating a more scalable and sustainable platform.
Lighthouse Global’s growing Salesforce environment was constrained by manual estimations, fragmented workflows, case backlogs, and increasing storage pressure. Disconnected tools and repetitive data entry further slowed teams down and increased the risk of errors. We introduced automated estimation and case-routing workflows, connected the sales and compliance stack, and streamlined the underlying Salesforce infrastructure. The result was faster quote creation, fewer manual errors, clearer case management, and storage reduced from 2.5GB to 400MB—creating a more scalable and sustainable platform.
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