Platform
Salesforce
Salesforce is the system of record for most of the operations we run. We implement it end to end, from the first object model to the AI agents that now work inside it, and connect it to the finance, marketing, and project tools around it.
What we do with Salesforce
Sales Cloud
Leads, accounts, opportunities, forecasting, and quoting set up around your actual sales process. See our Sales Cloud page.
Service Cloud
Cases, queues, entitlements, knowledge, and omni-channel routing, so support work is tracked and measured. See our Service Cloud page.
Field Service
Work orders, scheduling, inventory, and the mobile app for technicians in the field.
Marketing Cloud
Marketing Cloud Engagement for B2C journeys and Account Engagement (Pardot) for B2B lead generation, scoring, and nurturing.
Agentforce and Claudeforce
AI agents that work inside Salesforce, and Claude connected to your Salesforce data through Claudeforce, with permissions and testing done properly.
Experience Cloud
Customer and partner portals where clients submit requests, upload documents, check status, and pay invoices.
CPQ and Revenue Cloud
Product catalogs, pricing rules, quotes, contracts, and the handoff from closed deal to invoice.
Data Cloud and analytics
Unified customer data, reports and dashboards, and Tableau where leadership needs more than standard reports.
Platform and integration
Flows, Lightning Web Components, Apex, and integrations with NetSuite, QuickBooks, DocuSign, Conga, and the rest of your stack.
Org health and migration
Audits, cleanup, org merges, and migrations from HubSpot or legacy CRMs, with your history intact.
Related case studies
- Industrial supply (precision measuring instruments)
Industrial supplier
An AI agent that turns quote-request emails into Salesforce quotes
- Specialty retail (pianos)
Piano retailer
Running a multi-showroom piano business on one Salesforce org
- Commercial finance (factoring)
Commercial lender
From website form to signed credit application, without re-keying
Questions we hear
Which Salesforce products does Parquet implement?
Sales Cloud, Service Cloud, Field Service, Experience Cloud, Marketing Cloud Engagement, Marketing Cloud Account Engagement (Pardot), Agentforce, Claudeforce (Salesforce in Claude), Salesforce CPQ and Revenue Cloud, Data Cloud, Einstein, Tableau, and Slack, plus MuleSoft and other integration tools.
Do you work with existing Salesforce orgs or only new ones?
Both. Most of our work is in established orgs: we audit what's there, keep what works, fix what doesn't, and add new clouds or AI on top.
Are your consultants Salesforce certified?
Yes. The team holds Salesforce Administrator, Platform App Builder, Platform Developer I and II, CPQ Specialist, and Pardot Specialist and Consultant certifications.
Tell us what's stuck
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.