Apex Property Solution Design

Solution Design · Apex Property Operations

Apex Property Operations

Custom Salesforce application for property and maintenance management

Salesforce Developer Org Custom Objects Data Modelling Automation Reporting
Objective
Goal

Create a Salesforce-based solution that enables a property operations team to manage properties and maintenance workflows more efficiently — through custom objects, automation, and reporting.

Project Type

Planned Salesforce implementation built in a Developer Org to demonstrate end-to-end solution design, data modelling, and operational workflow design.

Business Problem

Property management teams often juggle multiple systems — spreadsheets, emails, and manual follow-ups — making it difficult to track issues, assign work, and maintain accurate records. This solution centralises those workflows into one Salesforce system.

Data Model & Key Objects

The solution is built around four custom objects and two standard objects, following a clear parent-child hierarchy.

Property
Custom

Central record — all maintenance activity is anchored here

Maintenance Request
Custom

Logs issues reported against a property

Work Order
Custom

Manages the repair or service job for a request

Service Task
Custom

Breaks down a work order into individual actions

Account
Standard

Property owners, letting agents, contractor companies

Contact
Standard

Property owners, tenants, and stakeholders

Process Overview
1

A property record is created and maintained in Salesforce

2

When an issue is reported, a Maintenance Request is logged against the property

3

A Work Order is created to manage the repair or service activity

4

Work is broken down into Service Tasks and assigned to technicians

5

Staff track status, assignments, and completion dates throughout

6

Reports and dashboards provide visibility into open requests and overdue work

User Stories
1
Property Operations Coordinator

As a coordinator, I want to log a maintenance request against a property so that all issues are tracked in one place.

2
Maintenance Coordinator

As a maintenance coordinator, I want to create a work order from a request so that repair work can be assigned and monitored.

3
Technician / Contractor

As a technician, I want to see the service tasks linked to my work order so that I can complete work in a structured way.

4
Manager

As a manager, I want to view reports on open requests and work order statuses so that I can monitor workload and service performance.

Business Value
  • Improves organisation of property and maintenance data
  • Reduces reliance on manual tracking methods
  • Increases visibility of active and completed work
  • Supports more efficient job assignment and follow-up
  • Enables future automation and scalability

Want to see the full technical breakdown including field-level design, object relationships, and future enhancements?

Download Full Solution Design Document

👉 Contact Me
👉 Non Profit Portfolio
👉 Cleaning CRM Portfolio