Project Overview

Developed a comprehensive Property Management application within Salesforce designed to streamline property tracking, tenant management, lease administration, maintenance coordination, and financial reporting. This solution simplifies the complexities associated with property management, enhancing efficiency and accuracy.

Custom Salesforce Features Developed:

• Custom Record Types and Page Layouts: Tailored for property management with specific types for Property, Contractor, and Tenant. Each type features customized layouts to ensure that all relevant information is readily accessible.

• Seamless Field Mapping: Critical for maintaining consistency and efficiency across standard objects, capturing essential details on properties, tenants, and maintenance activities.

• Custom Processes for Leads and Opportunities: Implemented structured processes with custom paths to guide users through various stages of property management, from inquiry to lease negotiation and conversion.

• Related Lists for Comprehensive Information: Includes lists like Open Activities, Activity History, Notes, and Attachments, providing a complete view of all activities and changes.

• Custom Lightning App Builder Home Page: Designed as a centralized hub for all property management tasks, integrating easy access to external sites like Zillow and Rentler.

• Insightful Reports and Dashboards: Created to support data-driven decision-making, with tools like 'Rent vs Mortgage', 'Total Scheduled Maintenance Expenses', and 'Total Expenses' dashboards.

Key Features & Demonstrations