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Salesforce Case Study

Field Operations Platform with Mobile & Maps

Industry: Field Service / Mobile Operations

Timeline: Representative Delivery Experience

Delivered a Salesforce field operations platform with mobile workflows, map-based assignment, geo-audit capabilities, and supervisor visibility.

Project Scope

Led and delivered enterprise Salesforce and AI solutions, supporting operations across critical phases in regulated environments. Enabled concierge services, virtual research coordination, and automated hotlines to manage engagement, coordination, and safety workflows.

Business Outcomes

  • • Salesforce mobile workflows
  • • Offline-ready execution
  • • Map-based routing and assignment
  • • Nearest-resource logic
  • • GPS-tagged visit attempts
  • • Geo-audit workflows
  • • Supervisor dashboards
  • • External survey integration

Key Contributions

Designed scalable CRM and AI workflow architecture
Implemented intake, documentation, and escalation workflows
Built compliance-driven case management with audit trail controls and SLA tracking
Contributed to CSV execution including IQ, OQ, and PQ activities
Authored validation artifacts and system specs
Standardized data handling and audit-readiness for reporting
Architected intelligent routing and automated matching
Led enterprise go-live, hypercare stabilization, and ongoing optimization

Technologies and Keywords

SalesforceApexLWCFlowsSalesforce MobileGoogle Maps APIsREST APIsSalesforce field operations platformSalesforce mobile workflow deliveryMap based routing SalesforceGeo audit Salesforce solutionForsta Salesforce integration