Time equals money. We recently completed a Salesforce integration that enhances efficiency and precision to strengthen the support we provide our network of Service Members and their facility customers.
The Salesforce integration simplifies life for your entire team by accelerating deficiency information gathering at the asset level to promptly kickstart quoting or repairs. With this integration, the speed of generating repairs and quotes is significantly boosted through seamless data exchange between BuildingReports and Salesforce.
Our new integration provides comprehensive data, including failures, reasons for failure, make/model, customer details, and more.
Lastly, the two-way integration provides updated compliance documentation when repairs or replacements are logged within Salesforce.
Additional Resources
Create a Salesforce Opportunity or Work Order – With this new integration, members using Salesforce’s Field Service Lightning solution can create opportunities or work orders directly within an inspection report. Members can either create new Opportunities or Work Orders or add to existing ones. Additionally, members can link their BuildingReports building information directly to their customer’s corresponding Salesforce account through a simple search.
Sending Device Level Data – Members are able to select one or multiple discrepancies to send to the chosen Opportunity or Work Order. Critical information for those discrepancies, such as device type, location, model #, and reason for failure are then attached to your opportunity.
Track Your Linked Salesforce Opportunities/Work Orders – From the BuildingReports platform, you can track the status of any open Opportunities/Work Orders that are currently linked to one of your inspection reports. Salesforce Opportunities/Work Orders can be accessed easily through this section. As a member progresses through the various stages of quoting/approvals/repairs, the status of these items are updated.
Reports Updated with Fixed Dates – As members complete repairs for an inspection, “fixed” dates are automatically applied to any discrepancies addressed through Salesforce Field Service Lightning. For inspection reports in which all discrepancies are addressed, the inspection report’s tag color will automatically update to indicate all items have been addressed.
About BuildingReports
Building-safety compliance is critical to service companies, building owners, and fire and safety officials charged with safeguarding occupants. BuildingReports’ mobile and online inspection reporting tools enable inspectors to accurately gather data on fire and life safety devices—ensuring these devices are working properly and meeting code requirements—as well as identify necessary compliance actions through easily verifiable inspection reports.
About Salesforce
Salesforce is the world’s leading customer relationship management technology, helping businesses build and improve customer relationships. In 1999 they pioneered cloud-based CRM and today they’re helping organizations of all sizes re-imagine their business for the world of AI.
