123 Main Street New York, NY 10001
Community Vision
Wizard already maintains transactions for Wizard Reward points from within Salesforce, we have extended this to introduce a Supplier Rewards Program.
Project summary
Community Vision, a leading not-for-profit in the Perth Metro area, faced the challenge of managing over 100 field employees while delivering services to more than 850 clients. Their operations required efficient staff scheduling, compliance with government reporting requirements, and a client-first approach that allowed users to book and manage services independently.
By implementing a suite of Salesforce solutions including Field Service Lightning, Service Cloud, Sales Cloud, and Salesforce Communities — Community Vision transformed the way they manage staff, deliver services, and engage with clients. The result is a fully connected platform that streamlines scheduling, billing, reporting, and client communications, ensuring greater efficiency, compliance, and quality of care.
Business challenges
Managing a team of over 100 employees in the field and servicing more than 850 clients across the Perth Metro area is no small task. For Community Vision, the priority is always to deliver a consistently high level of care while ensuring clients receive timely and efficient assistance. This requires balancing a workforce that is constantly on the move, managing complex staff schedules, and coordinating multiple service types.
On top of this, Community Vision must also meet strict reporting and compliance requirements mandated by government funders, which adds another layer of complexity to their operations. Recognising the need to streamline these processes, they also wanted to empower clients by providing an online portal where services could be easily booked, managed, and monitored — giving clients greater flexibility and independence while reducing administrative overhead.
Project Specifics
- Scheduling and Leave Management: Enable seamless rostering, shift allocation, and leave tracking for large teams. Automated scheduling ensures staff are always where they’re needed most, reducing downtime and service gaps.
- Billing Management: Ensure accurate, timely, and compliant invoicing across multiple service types. Simplify complex billing structures, including government-funded programs like NDIS and aged care, while reducing errors and delays.
- Reporting and Analytics: Unlock real-time visibility into performance with customised dashboards and advanced reporting. Track KPIs, compliance metrics, and client outcomes to support better decision-making and meet funder requirements.
- Workflow Automation: Replace manual processes with smart automation that streamlines operations, reduces duplication, and improves overall efficiency across the organisation.
- Omni Device: Deliver a consistent and secure Salesforce experience across desktop, tablet, and mobile devices. Field staff can access vital information and update records in real-time, no matter where they are.
- NDIS & Aged Care: Stay compliant and efficient with tailored features designed specifically for NDIS and aged care providers. Simplify funding claims, service tracking, and client communications to meet sector-specific needs.
- API Integrations: Connect Salesforce seamlessly with third-party applications — from HR and payroll to accounting and communication tools — creating a single source of truth across the organisation.
- Field Service Lightning: Empower your field teams with powerful scheduling, route optimisation, and mobile tools. Enable real-time updates and ensure clients receive timely, high-quality service every time.
Solution
- Salesforce Field Service Lightning
- Salesforce Service Cloud
- Salesforce Communities
- Salesforce Sales Cloud
Utilizing multiple Salesforce Clouds to ensure teams across all departments are working with a single source of information and unite towards a common goal.
Service Cloud with Field Service Lightning enables all available employees to be scheduled and assigned to service reservations, where field staff can update case notes, add products and track services provided.
Technology
- Sales Cloud – Customer / Client Management, Carer Management, Product & Pricing configuration for private and public funding models
- Service Cloud and Field Service Lightning – Service Contract and Service Delivery Management, Complex Billing Management, Case and Issue Management, Workflows and mobile workforce Scheduling / Roster Management.
- Salesforce Communities Partner Network for Customers and Carers to see their appointments in mobile in real time
- Payroll, Payment and Contract Systems Integrations
- Reporting Suite for teams and executives to track performance.
Results
Community Vision’s strength in their internal system functionality enable them to keep overheads tight and maximize their own resources. Not only this, they are leveraging the Salesforce platform to host other not-for-profits in the sector to build economies of scale, allowing the organisations to do what they do best.
Support workers now receive their appointments and weekly schedules on mobile devices, reducing administration time and time in office.
A fully integrated billing and payroll solution allows Community Vision to deal with the billing complexities of the community service space.
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Community Vision is a not-for-profit, community-based organization, focused on providing essential Home Based Aged Care and Disability NDIS services in Perth.