Salesforce Workflow Solution for Facilities Service Management
A configurable Salesforce-based platform to run facility ticketing, vendor execution, asset & utility repositories, preventive maintenance and periodic surveys—end-to-end.
Who this is for
This solution is designed for large organizations (banks / NBFCs / retail networks / enterprises with distributed locations) that manage facilities operations across branches/offices and need an enterprise “go-to” system to digitize service requests, vendor workflows, governance, and audit-ready reporting.
Typical Users / Stakeholders
What the Solution Enables
A single Salesforce platform to manage the full facilities service lifecycle:
Why Enterprises Adopt This (key Pain Points Solved)
Facilities operations often run on email + spreadsheets + multiple tools, which creates:
Solution Architecture (High Level)

Salesforce acts as the system of work + workflow engine across requestors, FM teams, and vendors:
Functional Modules
1) Service Ticketing (Unified Case Management)
Purpose: Standardize facility issue intake, routing, execution, and closure.
Key Capabilities
2) Mobile-First Ticket Raising (Location-Aware)
Purpose: : Improve on-ground accuracy and reduce wrong tagging / delays.
Key Capabilities
3) Vendor Execution Portal (Self-Service)
Purpose: Enable vendors to execute work transparently with proof and structured updates.
Key Capabilities
4) Asset Repository + Governance
Purpose: Maintain a central asset inventory across locations to drive correct servicing and analytics.
Key Capabilities
5) Utility / Site Details Repository (Structured + Validatable)
Purpose: Maintain site/utility context for facility readiness and compliance reporting.
Key Capabilities
6) Master Data Administration (Maker-Checker)
Purpose: Keep masters clean, governed, and auditable.
Key Capabilities
7) Preventive Maintenance (PM) Automation
Purpose: : Digitize recurring maintenance with schedule-based case creation and FM approvals.
Key Capabilities
8) Periodic Survey Management
Purpose: : : Drive proactive audits of infrastructure/service quality and convert gaps into tickets.





















