At Palladin, we are constantly learning.
Insight meets execution to create the next wave of client value and competitive advantage. Our Labs effort isn’t a distinct division, it’s a way of thinking, and sharing our learning with each other, our clients and the marketplace. We help organizations turn ideas into outcomes by co-creating, testing, and scaling what works.
When Labs becomes a state of mind and an organizational muscle, innovation turns into measurable progress, lasting advantage, and real-world results.
Why Palladin Labs?
Because success belongs to those who innovate first – and best.
Lead
Ignite innovation by taking the first step into what’s next.
Advance
Turn insights into opportunities with agility and focus.
Build
Create impactful solutions designed to scale and drive lasting value.
Scale
Quickly & boldly tackle complex challenges and increase your competitive advantage
Innovation, the Palladin Way
At Palladin, innovation happens by design — through curiosity, collaboration, and solutions that move our clients forward with measurable impact and stronger ROI.
Analyze Industry Needs
We stay close to our clients and prospects, listening to what they need today and anticipating what they’ll want tomorrow. Through continuous discovery and thoughtful analysis, we uncover patterns in industry demand and surface new opportunities for transformation.
Design and Build for Impact
Our team transforms insight into action. We craft meaningful solutions — products, prototypes, and frameworks — that can be demoed, launched, and scaled. Every initiative is designed to resonate with real-world challenges and deliver measurable value.
Collaborate to Differentiate
Palladin Labs thrives on experimentation and co-creation. We work shoulder-to-shoulder with internal teams, partners, and clients to push boundaries and break silos — because innovation is a team sport, and our culture of collaboration is what sets us apart.
Lead with Technology
As early adopters of emerging technology, we proactively invest time and resources into understanding and applying the newest tools in the Salesforce ecosystem and beyond. From pilot to production, we take bold first steps so our clients don’t have to.
Shape the Future
By testing new ideas and accelerating their path to market, we position both our clients and our team for long-term success. Palladin Labs is not just about the next solution — it’s about building what’s next for our industry, our clients, and our people.
Our Products & Accelerators
Meet OrgPal:
Your Intelligent
Salesforce Sidekick
OrgPal’s Intelligent Enablement Modules deliver purpose-built automation to assist with new configurations, maintain existing setups, and safeguard data during updates like pricing changes. Leveraging Agentforce and Omnistudio, Palladin’s OrgPal helps customers manage industry cloud updates with confidence, ensuring quality assurance and adherence to best practices.
Accelerators Built for Impact
Relationship Manager
Budget Manager
Revenue Scheduler
Post Sales Manager
Knowledge Agent
Relationship Manager
Establish relationships between two Salesforce Accounts (Primary & Secondary) for improved management.
Key Benefits
- Define and assign key roles to keep every relationship clear and organized.
- Organize account data to seamlessly track and manage evolving relationships over time.
- Simplify tracking and management of account roles, associations, and vendor connections.
- Customize relationship structures with support for custom roles and metadata.
- Built natively in Salesforce using declarative configuration and automated triggers.
Budget Manager
Set account-based budget/spend targets for high-level forecasting and planning, while automating the tracking and management of revenue pacing against predefined budgets for media companies.
Key Benefits
- Eliminates manual processes and reduces errors in budget allocation and revenue tracking.
- Real-time insights allow you to monitor actual vs. forecasted revenue for better financial forecasting and decision-making.
- Customizable flexibility lets you tailor budget structures by advertising channel, region, and other key factors.
- Streamline reporting and improve collaboration between sales and finance teams with pre-built dashboards and reports.
Revenue Scheduler
Automate the creation and management of Revenue Schedule records tied to Opportunity Line Items for accurate revenue forecasting and recognition.
Key Benefits
- Enhance financial planning by improving cash flow forecasting and sales performance management.
- Ensure financial compliance through accurate and reliable revenue recognition.
- Increase efficiency by eliminating manual data entry, minimizing errors, and automating repetitive tasks.
- Gain insights into pipeline, bookings, and scheduled revenue with custom reports and dashboards.
Post Sales Manager
Efficiently track and manage post-sales processes, including media campaign fulfillment tasks and adjustments, within Salesforce.
Key Benefits
- Automate and streamline post-sales processes to reduce manual data entry and human errors.
- Monitor media campaign performance, budget reallocations, and adjustments dynamically.
- Facilitate communication between sales, operations, and finance teams with integrated post-sales workflows.
- Maintain data integrity by preserving closed sales data while allowing for necessary campaign adjustments.
Knowledge Agent
Automate customer support using natural language processing, delivering fast, accurate responses to common inquiries through Salesforce Experience Cloud.
Key Benefits
- Accelerates response times and reduces reliance on live agents by automating routine customer inquiries.
- Scales support operations through Agentforce-driven automation without increasing headcount.
- Delivers consistent, high-quality answers using predefined knowledge articles and approved content.
- Improves customer satisfaction and retention through faster, more reliable issue resolution.