Case Study: Salesforce streamlines global building operations and consolidates 80 forms with Intellistack

Managing Global Building Operations Across Real Estate Teams

Salesforce’s Real Estate Technology team, responsible for building operations across 150 locations, faced a growing challenge: tracking and managing hundreds of maintenance, rental, service and reservation requests while maintaining 80 separate forms. They needed a 100% native Salesforce solution that would reduce form sprawl, ensure compliance, and deliver a dynamic, user-friendly experience using conditional logic.

They implemented Formstack’s Forms for Salesforce to create a single decision-tree form embedded in Experience Cloud that pre-fills user data, routes requests to the right teams, and keeps records synchronized. The change condensed 80 forms into one, established an end-to-end workflow across all systems and locations, saved hours of manual work, and met security and compliance requirements.

Salesforce

Fawn Perazzo

Senior Manager Real Estate Technology