Why this matters now
Portfolios are bigger, margins are tighter, and tenants expect consumer-grade service. Spreadsheets and siloed PMS screens won’t cut it. Salesforce gives you a configurable front office—Sales Cloud for pipeline, Experience Cloud for portals, Service/Field Service for work orders, Revenue Cloud for commercial deals, and Data Cloud for real-time profiles. YASH brings the real-estate data model, integration patterns (Yardi/MRI/SAP RE-FX/NetSuite), and Agentforce governance so your teams can act fast without losing control.
Who it’s for
Commercial (office, industrial, retail), multifamily, student/senior housing, hospitality-mixed assets, and facilities/asset managers.
Outcomes
higher occupancy, faster deal cycles, SLA-true operations, lower leakage, and cleaner audits.
What we deliver (solution pillars)
Leasing & Deal Desk (Sales/Revenue Cloud)
Portfolio & Unit Inventory (YASH Data Model)
Tenant, Owner & Broker Portals (Experience Cloud)
Service & Work Orders (Service + Field Service)
Billing, Payments & Collections (RevOps Light)
Inspections & Compliance
Data Cloud & Analytics
Integration Spine (MuleSoft)
Security & Governance
Leasing & Deal Desk (Sales/Revenue Cloud)
- Broker & direct pipeline, space inventory, stack plans, proposals & heads of terms
- Commercial deal desk (rates, TI/abatements, CPI/escalations), approvals, DocuSign/CLM handoff
- Renewal propensity and rent-uplift scenarios
Portfolio & Unit Inventory (YASH Data Model)
- Property → building → floor → unit hierarchy with availability rules, measurements, amenities, and restrictions
- Exposure to portals and brokers with entitlement-based views
Tenant, Owner & Broker Portals (Experience Cloud)
- Applications, KYC/KYB, document exchange, statements, service requests, inspections, and move-in/move-out checklists
- Broker co-sell (availabilities, deal reg, commissions, marketing kits)
Service & Work Orders (Service + Field Service)
- Case/work order lifecycle, preventive maintenance, vendor dispatch, parts & labor, ePOD and photos (offline mobile)
- Contract & entitlement checks for warranty vs. billable
Billing, Payments & Collections (RevOps Light)
- Recurring charges (rent/CAM/parking/utilities), proration & escalations, credit notes and refunds
- Payment gateway integrations (card/ACH), dunning schedules, and ledger handshakes
Inspections & Compliance
Digital inspections (unit/HSSE), corrective actions, violation notices, certificate tracking
Data Cloud & Analytics
Unified resident/tenant/owner profiles, occupancy/absorption cohorts, churn risk, and “next best action” activation back into journeys and portals
Integration Spine (MuleSoft)
- PMS/ERP: Yardi, MRI, SAP RE-FX, NetSuite
- Building/IoT: BMS, access control, meters
- Financials & Docs: payments/tax, DocuSign/CLM, data lake/BI
- Event-driven updates so ops and finance stay in sync
Security & Governance
- Role models for owners, managers, brokers, vendors; encryption, audit trails, and change control
- Agentforce Command Center for visibility into digital labor
How we engage.
YASH accelerators & templates
LeaseLane™
Lead-to-lease blueprint: space catalog, deal desk, approvals, DocuSign/CLM, renewal plays
PropPulse™
Ops & maintenance starter: work types, PM schedules, vendor packs, HSSE templates
SpaceFlow+™
Tenant/owner/broker portals: applications, statements, service, inspections, event access
Lease IQ (IDP)
Lease abstraction via document AI (clauses, dates, escalations) with human-in-the-loop corrections
PMS Bridges
Pre-built mappings & error-clinic patterns for Yardi/MRI/SAP RE-FX/NetSuite
Collections Studio
Dunning rules, payment plans, and dispute workflows
Agentforce Playbooks (RE)
Lead Qualifier, Rent & Terms Advisor, Maintenance Triage, Dispatch Optimizer, Charge Validator, Collections Nudge, Move-In/Out Orchestrator, Usage Anomaly
Agentforce for Real Estate (governed, auditable automation)
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Pre-lease & renewals
- Lead Qualifier Agent: scores inquiries, books tours, composes follow-ups, updates brokers
- Rent & Terms Advisor: proposes uplift/discount ladders and renewal offers by tenant profile & comps
- Lease Pack Assembler: compiles terms, attachments, and compliance docs for e-sign review
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Property operations
- Maintenance Triage Agent: classifies requests, checks entitlements, orders parts, and drafts estimates
- Dispatch Optimizer: proposes technician routes (skills/SLAs), reschedules on exceptions
- Preventive Planner: builds PM schedules from asset age/usage and flags upcoming vendor allocations
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Finance & compliance
- Charge Validator: detects missing/duplicate charges, validates CPI/escalations, drafts adjustments
- Collections Nudge: segments overdue accounts, creates compliant reminders & payment plans
- Move-In/Out Orchestrator: generates checklists, captures photos, estimates charges, and posts final account summaries
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Insights & energy
- Usage Anomaly Agent: flags abnormal utilities from meter/IoT feeds, opens tasks, and informs tenants
- Space Marketing Agent: monitors expiring availabilities and drafts listing updates across channels
What to measure
Leasing: lead-to-tour rate, tour-to-lease velocity, renewal save-rate, rent uplift vs. target
Operations: first-contact fix rate, work-order SLA attainment, preventive vs. reactive mix
Finance: charge accuracy, days-to-cash, leakage (missed escalations/fees)
Experience: tenant CSAT/NPS, portal adoption, repeat service calls per unit
Portfolio:occupancy, absorption, concessions, NOI per asset
Agentforce: % tasks proposed/executed with approval, rework rate, time saved
Ready to modernize your property stack?
Talk to an Expert
Get a 90-day blueprint for Salesforce Real Estate (Sales/Service/Field/Experience/Revenue Cloud) + Data Cloud + MuleSoft + Agentforce, aligned to your portfolio and PMS.
Prefer a pilot?
We’ll stand up one property/region: space inventory, lead-to-lease flow, service & inspections, a tenant portal slice, and two Agentforce skills—then baseline KPIs.