Automated Service Operations Using IoT and Salesforce

Connected equipment changes service from reactive to predictive.

Whether you manage:

• Refrigeration systems
• Industrial pumps
• Diagnostic medical equipment
• EV chargers
• HVAC systems
• Energy storage systems
• Laboratory analyzers

IoT combined with Salesforce enables automated service orchestration.

The Asset-Centric Data Model

In Salesforce:

Account
Asset
Sensor_Event__c
Work Order

The Asset is the core of automation.

This model enables:

• Equipment health monitoring
• Preventive maintenance scheduling
• SLA compliance tracking
• Predictive service triggers

From Sensor Event to Technician Dispatch

Example scenarios:

Cold Storage Unit
Threshold exceeded
→ Work Order created automatically

Industrial Compressor
Pressure anomaly detected
→ Maintenance event scheduled

EV Charger
Offline alert triggered
→ Technician dispatched

Medical Device
Fault code detected
→ Case and Work Order created

Bolt Data Connect transforms raw sensor data into actionable service intelligence inside Salesforce.

Predictive Maintenance at Scale

Modern connected service follows this flow:

Sensor generates data
IoT platform stores telemetry
Bolt Data Connect filters meaningful events
Salesforce Flow triggers automation
Technician dispatched automatically

No manual monitoring required.

Why Asset-Centric IoT Architecture Wins

Benefits include:

• Reduced downtime
• Faster response times
• Lower service costs
• Improved customer satisfaction
• Scalable API usage

Salesforce handles orchestration.
Your IoT platform handles telemetry.
Bolt Data Connect bridges the two intelligently.

Final Thought

Connected equipment is not just about monitoring.

It is about transforming machine data into automated service actions.

That is the foundation of predictive maintenance in Salesforce.

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