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Orders, bookings, and sign-offs from the field. Describe what you need, send a photo of the shelf or the part, and Parker drafts the record. It saves when you confirm, as you, so your own permissions, discount limits, and approval steps in Salesforce still decide what happens next.

Before you begin

  • Get the Parker app.
  • Your Salesforce login can create the record, such as an order, an appointment, or a quote.

Raise an order or a booking

1

Say what you need

“Priya at Elm Pharmacy wants her usual paracetamol order, down to the last two packs.” Or send a photo of the shelf with that line. For a booking: “Book a return visit at 9 Quarry Rise, Thursday morning, no access today, card through the door.”
2

Check what Parker found

Parker finds the account, the product or asset, and anything it can reuse, such as the last order. If more than one could match, it asks.
3

Answer anything missing

Quantities, dates, and choices arrive as questions with buttons. Records you’ve used before are offered first.
4

Confirm

Parker shows the order or booking as a card. Tap Confirm. Parker creates it as you and replies with the number.
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.

Approvals and limits

Your rules hold, even in the Parker app. Parker submits nothing for approval, doesn’t know whether a record is awaiting approval unless you ask it to read the record, and can’t work around a validation rule. If a save is refused, it explains why and asks for what’s missing. See When Salesforce says no.

Plan the day

Ask for tomorrow’s route and Parker puts your stops in the best order, with the time for each leg: “Plan Thursday: start from home, Fremantle, Joondalup, Midland, finish by 4.” See Find records near a place.

Examples

What Parker doesn’t do

  • Check stock in a system you haven’t connected. Parker reads what’s in Salesforce. If your stock lives elsewhere, ask your admin whether it’s connected.
  • Approve anything. Approval stays with the people and processes your Salesforce defines.
  • Create records you can’t create in Salesforce. Parker runs as you, so your permissions and validation rules decide.

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.

Create and update records

Any record, in a sentence.

Check a status

Stock, proposals, and account stops, before you commit.
Last modified on November 13, 2026