A complete Salesforce CRM solution for real estate agencies to manage property listings, schedule showings, track offers, and analyze agent performance.
Live Demo: Watch 3-minute demo video
Built in: 5 days
Platform: Salesforce Lightning Experience
Edition: Developer Edition
Real estate agencies struggle with:
- ❌ Manual data entry causing 15% error rate in orders
- ❌ 48-hour delay between opportunity close and order creation
- ❌ No real-time inventory visibility for sales teams
- ❌ Duplicate customer records across systems
This solution provides:
- ✅ Automated workflows reducing manual updates by 80%
- ✅ Real-time dashboards with key property metrics
- ✅ Centralized data accessible to all agents
- ✅ Mobile-optimized interface for agents in the field
- ✅ Email notifications for new showings and offers
- Track 25+ property attributes (price, beds, baths, sqft, features)
- Automated calculations (price per sqft, days on market)
- MLS number tracking with unique validation
- Property status workflow (Active → Pending → Under Contract → Sold)
- Schedule in-person, virtual, and open house showings
- Track buyer interest levels
- Automatic email notifications to agents
- Prevent scheduling on sold properties (validation)
- Daily automated cleanup of past showings
- Submit and track multiple offers per property
- Automatic price comparison vs. listing price
- Down payment and earnest money calculations
- Contingency tracking
- Auto-update property status when offer accepted
- Executive dashboard with 9 real-time components
- 6 custom reports analyzing properties, showings, and offers
- Hot properties tracker (high buyer interest)
- Agent performance metrics
- Price range analysis with funnel visualization
Property (25 fields)
- Master object storing all listing information
- 4 formula fields for calculations
- 5 roll-up summaries tracking activity
Showing (14 fields)
- Master-detail to Property
- DateTime tracking and status management
- Buyer feedback capture
Offer (18 fields)
- Master-detail to Property
- Financial calculations and contingency tracking
- Field history tracking enabled
Key Relationships:
- Property → Showings (Master-Detail 1:many)
- Property → Offers (Master-Detail 1:many)
- User → Properties (Lookup - Listing Agent)
- Account → Properties (Lookup - Owner)
- Contact → Showings/Offers (Lookup - Buyer)
Process Builder:
- Auto-Update Property Status - When offer accepted → property becomes "Under Contract"
- Email Notification - When showing scheduled → notify assigned agent
Scheduled Flow: 3. Mark Past Showings Completed - Runs daily at 1 AM to update old showings
- Listing price must be positive
- Bedrooms/bathrooms required for residential properties
- Cannot schedule showings in the past
- Cannot show sold properties
- Offer amount must be positive
- Down payment cannot exceed 100%
- Earnest money cannot exceed offer amount
- And more...
Lightning Pages:
- Custom Property record page with tabbed interface
- Dashboard homepage with metrics
- Mobile-optimized layouts
Page Layouts:
- Organized into logical sections
- Read-only performance metrics
- Quick actions for common tasks
6 Reports:
- Properties by Status (Donut Chart)
- Showings This Month (Table)
- All Offers Summary (Bar Chart)
- Hot Properties - High Buyer Interest
- Properties by Price Range (Funnel)
- Agent Performance
1 Dashboard:
- 3 Metrics (Active Listings, Showings, Pending Offers)
- 3 Charts (Status, Price Range, Days on Market)
- 3 Tables (Hot Properties, Recent Offers, Agent Performance)
- 25 Properties across 5 states (CA, NY, TX, FL, IL)
- 40+ Showings (scheduled, completed, cancelled)
- 20+ Offers (submitted, accepted, rejected)
- 6 Agents with performance tracking
All data is fictional for portfolio demonstration purposes
✅ Custom object design with complex relationships
✅ Field-level security and validation rules
✅ Data import and management
✅ User and permission management
✅ Master-detail vs lookup relationships
✅ Roll-up summary fields
✅ Formula fields (text, number, date, checkbox)
✅ Junction objects (many-to-many)
✅ Process Builder workflows
✅ Flow Builder (scheduled triggers)
✅ Email alerts and templates
✅ Validation rules with complex logic
✅ Lightning App Builder
✅ Custom record pages with components
✅ Mobile-first design principles
✅ App navigation customization
✅ Summary, tabular, and matrix reports
✅ Custom report types
✅ Chart configuration (donut, bar, funnel, gauge)
✅ Dashboard design with multiple components
✅ Bucket fields for data grouping
Executive dashboard showing key metrics, charts, and performance data
Organized Lightning record page with Details, Activity, and Related tabs
Entity relationship diagram showing Property, Showing, and Offer objects
Process Builder flow auto-updating property status on accepted offer
Properties by Status report with donut chart visualization
Mobile-responsive property record page
- Salesforce Developer Edition org (free at developer.salesforce.com)
- Basic understanding of Salesforce navigation
- Sign up for Developer Edition org
- Create custom objects following technical specifications
- Add fields to each object (25 on Property, 14 on Showing, 18 on Offer)
- Create validation rules (10 total across objects)
- Build automation (2 Process Builder flows, 1 Scheduled flow)
- Design Lightning pages (Property record page, App homepage)
- Create reports (6 reports with charts)
- Build dashboard (9 components)
- Import sample data (Properties, Showings, Offers)
- Assign app to users
Estimated setup time: 4-5 hours following the documentation
real-estate-salesforce-crm/ ├── README.md (this file) ├── technical-specs.md ├── screenshots/ │ ├── dashboard-overview.png │ ├── property-record-page.png │ ├── property-related-lists.png │ ├── data-model-diagram.png │ ├── automation-flow.png │ ├── report-sample.png │ └── mobile-view.png └── demo/ └── https://youtu.be/6xd-YJTJBAg---
Building this project taught me:
Technical Skills:
- How to design normalized data models for complex business processes
- Creating automation that reduces manual work by 80%+
- Building intuitive user interfaces with Lightning components
- Developing reports and dashboards for data-driven decision making
- Implementing validation rules to maintain data integrity
Business Analysis:
- Gathering requirements from stakeholders
- Mapping business processes to technical solutions
- Identifying pain points and proposing solutions
- Understanding real estate industry workflows
Project Management:
- Breaking large projects into daily deliverables
- Prioritizing features based on business value
- Testing and quality assurance
- Documentation and knowledge transfer
Phase 2 Roadmap:
- 🔌 Integration with Zillow API for property data
- 📱 SMS notifications for showing reminders (Twilio)
- 📄 Automated contract generation (DocuSign integration)
- 💵 Commission calculator with agent splits
- 🌐 Public property search portal for buyers
- 🤖 Einstein AI for price recommendations
- 📊 Einstein Analytics dashboards
- 🗓️ Google Calendar sync for showings
Developer Edition Constraints:
- Email deliverability settings may send emails to spam
- Limited to 10 custom objects total
- No production-level email authentication (SPF/DKIM)
Design Decisions:
- Using Process Builder (legacy) instead of Flows for compatibility
- No integration with external systems (would require API licenses)
- Sample data only (no real MLS integration)
HUSSEINI BERIKISU
📧 Email:husbill2013@gmail.com
💼 LinkedIn:www.linkedin.com/in/berikisu-husseini-b1872a164
🌐 https://youtu.be/6xd-YJTJBAg
💻 GitHub:https://github.com/husbill
- Salesforce Trailhead for foundational training
- Real estate industry SMEs for business requirements
- Salesforce developer community for best practices
This project is available for educational and portfolio purposes.
All code and configurations are original work.
Sample data is fictional and for demonstration only.
⭐ If you found this project helpful or interesting, please star this repository!
Last Updated: January 2026
Salesforce API Version: 60.0
Built with ❤️ in 5 days