Salesforce Consulting and Implementation
case study
Modernizing Salesforce for Lighthouse Global’s Legal Technology Operations
Transforming a complex eDiscovery environment with automated estimations, smarter case routing, connected sales tools, and a leaner Salesforce infrastructure.
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.
About
Client: Lighthouse Global
Industry: Legal Technology / eDiscovery
Location: Saudi Arabia
Scope of work
Custom estimation and budgeting engine
Omni-Channel case routing and workflow automation
Apollo.io, HubSpot, LinkedIn & DocuSign integrations
Salesforce data cleanup and storage optimization
Validation, governance and process automation
Tech stack
Salesforce Sales Cloud
Service Cloud
Lightning Web Components
Apex
Flow Automation
Omni-Channel
background
02
As Lighthouse Global scaled, their Salesforce environment couldn't keep up.
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.
the process
03
Approach
STEP
01
Developed a Lightning Web Component and Apex framework with Standard, Template, and Low/High estimation models.
02
Created a custom tree-grid for Johnson & Johnson budgeting with version history, YTD spend tracking, and automated currency formatting.
03
Implemented one-click PDF generation for fast, consistent client-facing estimates and documentation.
04
Set up Omni-Channel access, dashboards, and urgency classification to improve case routing and priority handling.
05
Enabled end-to-end Opportunity creation from Cases, configured Email-to-Case, and customized list views for dedicated queues.
06
Connected Apollo.io for lead ingestion, fixed HubSpot lead-status synchronization, and implemented LinkedIn Sales Navigator for field mapping and lead generation.
07
Integrated DocuSign to automate data-deletion authorizations and strengthen compliance governance.
08
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
+
Leaner and faster infrastructure
Reduced storage from 2.5GB to 400MB through automated batch cleanup, restoring system performance and improving long-term sustainability.
+
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.
+
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.
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.
testimonial
05
“Excellent work, guys. It was a crazy project that most agencies I know would run away from, and a lot of them did. Going headless is always risky if you don't have the know-how and the right partner. Glad to say it all worked out with lots of proud faces.”
Faisal
General Manager, Redsea
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