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Snap. Tap. Confirm. Send Parker a photo of the problem and a line about it. Parker drafts a Salesforce case with the account, the equipment, and the details your workspace needs, then saves it, with the photo attached, when you confirm.

Before you begin

  • Get the Parker app.
  • Your Salesforce login can create cases.
  • Your admin has turned on case logging for your workspace. If Parker doesn’t offer to open a case, ask your admin.

Log a case

1

Send the photo

Take a photo of the fault, such as the label on a machine or the damage. Add a caption that says what’s wrong, such as “Group 2 not heating at Northside Café.” You can also send the photo first and type “log a case”.Parker offers to open a case, with Open a case and Ignore.
2

Pick the account

If your caption names the account exactly, Parker uses it. Otherwise it shows a list of likely accounts to pick from. Parker asks rather than picking one for you.
3

Check the summary

Parker shows what it has so far, with Looks right, Change something, and Cancel.
  • Looks right moves on to anything that’s still missing.
  • Change something lists the fields so you can pick one to change.
Three photos of an espresso machine with the message group 2 isn't heating. Parker replies with the store, asset, serial, issue, impact, and priority, and asks when a technician can come in.

Parker reads the photos, matches the machine, and asks for what's left.

4

Answer anything missing

Parker asks for each missing field, one at a time. Choices arrive as a list, dates offer Today and Yesterday, and records you’ve used before are offered first. If several fields are missing, Parker may offer a short form instead. Type form to ask for it.
After Looks right, Parker asks when someone can come in, with Today, Tomorrow, and Another day buttons.

One question at a time, with one-tap answers.

5

Confirm

Parker shows the case card. Select Confirm. Parker saves the case, attaches the photo, and replies with the case number.
Case card for Northside Café with Confirm, Edit, and Cancel. After Confirm, Parker replies Saved, Case 00412398, with 3 photos attached and the visit set for today after 2 pm.

Nothing is saved until you confirm. Then the photos go onto the case.

Nothing is saved until you confirm.Before Parker creates or changes a Salesforce record, it shows the change field by field. Nothing is written until you select Confirm. In the Parker app the card offers Confirm, Edit, and Cancel. In the web app it offers Confirm and Reject.See How Parker acts on your behalf.
After Change something, a Choose a field list shows Store, Asset, Issue, and Priority with their values, with Issue selected.

Change something: pick the field to change.

Let Parker read the label

When Parker asks for details such as a serial number or model, you can send a photo of the label instead of typing. Parker reads it and suggests the values. They’re only suggestions: check them, then tap to accept or change them.
Parker says it couldn't read the serial number from the photos and asks for a photo of the label. The rep sends one, and Parker shows Model Espresso EM3, 3-group, and Serial EM3-20419, with Confirm, Edit, and Cancel.

Send a photo of the label, and Parker reads the model and serial.

Send more than one photo

You can attach up to 5 photos to a case, each under 10 MB. Photos you send within 2 minutes of each other are added to the same case, and Parker acknowledges each one as it arrives.
Three photos of an espresso machine sent one after another, each marked as received. Parker replies Got 3 photos. They'll be attached to the case when you confirm.

Each photo is acknowledged, and all of them are attached when the case saves.

Videos are attached as they are, but Parker can’t read anything from a video. To have Parker read a label or fault, send a photo.

Correct an answer

Swipe to reply to the question you want to change, and type the new answer. Parker shows what it will change, and updates the case before you confirm it. See Confirm, edit, and correct.
The rep swipe-replies to the issue line: sorry, it's group 3 not group 2, and make it tomorrow. Parker shows a case card with Issue Group 2 to Group 3 and Visit tomorrow, and after Confirm replies Saved.

A swipe-reply fixes the group and moves the visit. Confirm applies both.

Finish in the web app

If you’d rather finish on a bigger screen, open the chat in the Parker web app. The case form there starts from the answers you already gave on your phone, and shows where each one came from.

Troubleshooting

Add a caption that says what’s wrong, or type “log a case” after the photo. If Parker still doesn’t offer, case logging may not be turned on for your workspace. Ask your admin.
A validation rule or required field stopped the save. Parker quotes your org’s message and asks for the missing details once. If it still can’t save, it gives you a link to finish the case in the web app. See When Salesforce says no.
Photos are attached right after the case is saved, so the case number comes first. If a photo fails to attach, Parker says Case created, the photo didn’t attach and offers Retry attach. Tap it once; Parker checks whether the photo is already on the case before adding it. If the retry fails too, open the case in Salesforce and add the photo there, and tell your Parker admin the case number. In Test mode, the photo isn’t sent to Salesforce at all, and Parker says so.
Parker shows only accounts your Salesforce login can see. Type the account’s exact name, or check your access with your Salesforce admin.

Still need help?

Check Troubleshooting for the exact message you see. If a setting is admin-only, ask your Parker admin. For anything else, contact support.

Confirm, edit, and correct

How confirmation cards work.

When Salesforce says no

Validation rules and missing fields.
Last modified on November 13, 2026