Customer Story
Managing Global Building Operations Across Real Estate Teams
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Customer Story
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Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.
With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.
Condensed 80 forms into one single form process
Established an end-to-end workflow across all systems
Connected 150 locations to a single process
Saved hours of time by eliminating multiple forms
Adhered to security and compliance requirements
Streamlined workflow using conditional logic
Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.
With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.
Condensed 80 forms into one single form process
Established an end-to-end workflow across all systems
Connected 150 locations to a single process
Saved hours of time by eliminating multiple forms
Adhered to security and compliance requirements
Streamlined workflow using conditional logic
Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.
With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.
Condensed 80 forms into one single form process
Established an end-to-end workflow across all systems
Connected 150 locations to a single process
Saved hours of time by eliminating multiple forms
Adhered to security and compliance requirements
Streamlined workflow using conditional logic
Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.
With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.
Condensed 80 forms into one single form process
Established an end-to-end workflow across all systems
Connected 150 locations to a single process
Saved hours of time by eliminating multiple forms
Adhered to security and compliance requirements
Streamlined workflow using conditional logic
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Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.
With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.
Condensed 80 forms into one single form process
Established an end-to-end workflow across all systems
Connected 150 locations to a single process
Saved hours of time by eliminating multiple forms
Adhered to security and compliance requirements
Streamlined workflow using conditional logic
Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.
With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.
Condensed 80 forms into one single form process
Established an end-to-end workflow across all systems
Connected 150 locations to a single process
Saved hours of time by eliminating multiple forms
Adhered to security and compliance requirements
Streamlined workflow using conditional logic
Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.
With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.
Condensed 80 forms into one single form process
Established an end-to-end workflow across all systems
Connected 150 locations to a single process
Saved hours of time by eliminating multiple forms
Adhered to security and compliance requirements
Streamlined workflow using conditional logic
Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.
With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.
Condensed 80 forms into one single form process
Established an end-to-end workflow across all systems
Connected 150 locations to a single process
Saved hours of time by eliminating multiple forms
Adhered to security and compliance requirements
Streamlined workflow using conditional logic
Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.
With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.
Condensed 80 forms into one single form process
Established an end-to-end workflow across all systems
Connected 150 locations to a single process
Saved hours of time by eliminating multiple forms
Adhered to security and compliance requirements
Streamlined workflow using conditional logic
