Salesforce for Property & Facilities
Digitise your property operations and scale service delivery.
Whether you’re managing residential portfolios, corporate facilities, or service contracts — Salesforce helps you operate smarter, stay compliant, and deliver better experiences.
“The key to managing thousands of moving parts is clarity. We build Salesforce systems that give our clients total visibility.”
Ben Coleman, CEO, Performa IT
Why Salesforce for Property & Facilities?
Managing estates, teams, tenants and services can be complex — but it doesn’t have to be. With Salesforce, you can centralise your operations, streamline your scheduling, and deliver proactive service across every square metre.
We help you:
- Monitor properties and facilities in real time
- Automate inspections, maintenance and compliance tracking
- Manage field service operatives and appointments
- Streamline communications with tenants and suppliers
- Track and analyse asset performance
- Keep everything auditable and secure
What we can help you do
Manage Properties & Portfolios
Track units, contracts, status, service history and more from a single dashboard — with alerts for upcoming tasks, renewals or risks.
Optimise Scheduling & Field Service
Dispatch the right resource at the right time, with dynamic scheduling, route optimisation, and real-time status updates.
Automate Compliance
Stay audit-ready by automating safety checks, document uploads, certification reminders and regulatory workflows.
Empower Technicians
Give your field teams mobile-ready access to jobs, notes, asset history, and sign-off forms — even offline.
Track Performance & Cost
Get complete oversight of every location, team, supplier and task — with live dashboards and actionable reporting.
Trusted by global organisations
Frequently asked questions
Can Salesforce manage property data and unit-level details?
Yes — we help you track individual properties, leases, asset status, and service history from a central location.
Can we automate maintenance and inspection workflows?
Absolutely. We build flows that assign tasks, send reminders, and generate reports — with full audit history.
Can you support scheduling and resource dispatch?
Yes. We implement intelligent scheduling tools for technicians, cleaners, contractors, or any mobile workforce.
Does this work for multi-site or national operations?
Definitely. Salesforce is ideal for organisations managing multiple regions or service lines — and we’ve delivered exactly that.
Can tenants or clients self-serve via portals?
Yes. Using Experience Cloud, we create self-service portals for logging requests, booking appointments or accessing documents.
What integrations do you support?
We can connect Salesforce to finance, compliance, scheduling, or property management systems via secure API.
Can we report on team, task and cost performance?
Yes — we build live dashboards and detailed reporting so you can measure and manage outcomes across the board.
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
