Client Context
A prominent wealth management firm launched a CRM modernization program to retire its legacy Portfolio Management Platform (PMP) and adopt Salesforce Financial Services Cloud. The PMP system had supported core workflows such as wealth payments, investments, and financial advisor services. However, the shift to Salesforce was essential for achieving scalability, compliance, and business agility across expanding operations.
The transformation required a carefully planned QA strategy, including functional validation of Salesforce modules, data integrity across multiple migration waves, and phased decommissioning of the legacy system with minimal risk.
Challenges
- Complex legacy-to-modern transition with dual-system operations during migration
- No existing automation infrastructure across PMP and Salesforce
- Highly customized Salesforce modules requiring domain-specific validation
- Regulatory and audit demands necessitating traceability and compliance reporting
- Multiple data migration phases requiring accurate validation of financial and client data
- Cross-functional dependencies between QA, development, data migration, and business teams
Solution Delivered
Qeagle established a structured and scalable test approach focused on risk-based validation and long-term automation goals:
Key QA Components:
- Designed a tailored regression test suite for Salesforce Financial Services Cloud modules
- Executed manual, scenario-based validation across critical workflows such as wealth payments, investments, and service request handling
- Developed dual-run validation cycles to compare legacy system and Salesforce outcomes for consistency
- Built traceability matrices and compliance logs to support audit readiness
- Initiated a reusable test automation framework for future regression cycles and enhancements
Business Impact
Impact Area | Result |
Faster Validation Across Releases | 95% Test Coverage Achieved |
Proactive Defect Detection | 100+ High-Impact Issues Found Early |
Improved QA Efficiency | 60% Gain Through Structured Regression Planning |
Legacy System Decommissioning | Enabled Smooth Cutover With Zero Data Loss |
Compliance and Regulatory Reporting | Full Audit Readiness Through Traceability Logs |
Impact Highlights
- Zero critical defects reported post go-live across all major releases
- Seamless dual-run validation ensured confidence in Salesforce before PMP shutdown
- Real-time cutover simulations validated system stability and rollback readiness
- Enhanced cross-team collaboration reduced issue resolution time
- Scalable automation framework in progress to support future platform growth
