IoT Integration Features

ToDo

Feature 1: Use of IoT Data in Salesforce

Objective:

Enable service employees to view, analyze, and act on live and historical telemetry data within Salesforce.

Key Capabilities & Benefits:

• Live Telemetry Display

  • Asset health overview (online/offline, operating status)

  • Customizable real-time graphs

  • Parameter selection & export options

  • Diagram snapshots stored in Salesforce

• Historical Data Analysis

  • Retrieve & visualize long-term usage trends

  • Select timeframes and metrics

  • Export formats for further analysis

• Event-Based Notifications

  • Subscribe to asset-specific alerts

  • Manage notification subscriptions via user profile

Feature 2: Centralized IoT Console

Objective:

Provide a single dashboard for service managers to monitor asset performance across the fleet.

Key Capabilities & Benefits:

• Real-time overview of all connected assets

• Visual analytics of alerts, telemetry values, and asset types

• Custom dashboards and drill-down into asset behavior

Feature 3: Asset Auto-Registration

Objective:

Enable automatic creation and matching of Salesforce assets from IoT backend when they go online.

Key Capabilities & Benefits:

• Auto-creation of Salesforce assets when detected in IoT backend

• Matching via serial numbers (if unique on both sides)

• QR-code based registration (with access security)

• Visibility of unassigned assets with filterable lists

• Assignment of full asset tree (BOM) from gateway

• Distinction between IoT gateways and their connected assets

Feature 4: Remote Asset Command

Objective:

Enable service technicians to remotely control and troubleshoot assets through Salesforce.

Key Capabilities & Benefits:

• Send remote commands (e.g., reset, ping) via UI

• Parameterized command input & response capture

• Optional fallback: Open 3rd-party console (e.g. IXON)

Feature 5: IoT Rules Engine (Monitoring and Anomaly Detection)

Objective:

Allow system administrators to define monitoring rules for anomaly detection and automated alerting.

Key Capabilities & Benefits:

• Rule-based logic for parameter deviations

• Threshold monitoring & complex condition handling

• Triggered workflows (e.g. alert, case creation)

Feature 6: IoT Alerts and History

Objective:

Enable real-time and historical monitoring of alerts and notification-based automation.

Key Capabilities & Benefits:

• Subscription to asset alarms & critical signals

• Notification configuration (parameters, thresholds, message types)

• Central subscription & notification lists with filters

• Optionally auto-create Salesforce cases on alert

• Editable case templates based on alert type

Feature 7: IoT Data Lake

Objective:

Provide a central time-series data hub for long-term analytics and advanced modeling.

Key Capabilities & Benefits:

• Store large volumes of telemetry data

• API access for analytics tools

• Enables trend analysis, forecasting, and AI integration

Feature 8: Downtime and Offline Alerts

Objective:

Track and visualize asset unavailability and downtime trends for performance evaluation.

Key Capabilities & Benefits:

• List and diagram of offline periods

• Drill-down into downtime causes per asset

• Reporting of downtime events over time

Feature 9: Device ID Visibility

Objective:

Ensure easy access to device identifiers for troubleshooting and integration tasks.

Key Capabilities & Benefits:

• Display Device ID prominently in asset list views

• Avoid deep database access (e.g. Azure PostgreSQL)

• Enhance traceability and asset matching

🔗 Cross-Feature Connectivity

Info

IoT Integration delivers the functionality (What? → telemetry, control, monitoring) — the business goal to bring machines and data into your service platform.

The Proxy Layer delivers the infrastructure (How? → secure, compliant, scalable) — making sure this integration is secure, scalable, compliant, and user-friendly.

For detailed information see IoT Proxy Layer

ToDo