AI for Salesforcethat follows your rules.
Parker is the teammate you always wanted. It learns how your people work, gets ahead of what they need, and never steps outside the rules you set.
- Watches your pipelineFlagged the stalled renewal before you asked.
- Knows youRemembered what James said on your last call.
- Follows your rulesHeld the discount for finance sign-off.
What do I need to work on this morning?
Morning, Sarah. Harbour Group’s renewal has gone quiet, and Tom added their new CFO, Anna Reid, to Salesforce on Monday. On your last call James warned a new CFO would reopen the budget, so I’ve drafted an introduction to Anna, in your voice.
The 10% discount you promised James needs finance sign-off, so I’ve sent that to Priya first.
Ask Parker anything↑
- Knows your teamConnected Tom’s Salesforce update to your deal.
- Writes like youDrafted the introduction in your voice.
Example conversation. Names and companies are fictional.
Where should you start?
Sales repsUse Parker every dayConnect your Salesforce login and mailbox, then ask your first question.Open the quickstart →Workspace adminsSet up Parker for your teamConnect your company’s Salesforce, invite members, and decide how Parker behaves.Open the admin quickstart →
What can you do with Parker?
Ask about Salesforce
Find records, pipeline, and activity in plain language, with sources.
Update records
Create tasks and change fields. Parker shows you each change first.
Draft and send email
Write replies and follow-ups in your own voice, from your mailbox.
Build charts and reports
Turn a question into a table, chart, map, or shareable report.
Automate the routine
Let Parker act when email arrives, or answer on a schedule.
Use Parker on your phone
Text Parker, or reach it in Microsoft Teams. Beta
What does Parker connect to?
Parker works with the accounts you and your admin connect:Salesforce
Your admin connects your company’s Salesforce. Then each person connects their own Salesforce login.
Your mailbox
Microsoft 365 (Outlook) or Gmail, so Parker can read, search, and send from your mailbox.
Your calendar
Microsoft 365 calendar or Google Calendar, so Parker can read availability and book meetings.
Other apps and knowledge
Connectors such as Linear, Notion, and Asana, plus documents and websites your team adds.
Where do you work with Parker?
A new chat in Parker.
You can also talk to Parker from your phone or Microsoft Teams through a channel Beta. See Parker on your phone.