How Quorum IT Used AI to Take Ownership of Their Salesforce Data — and Built a Customer 360 POC After Two Sessions

Quorum Software builds the systems that power the global energy value chain, supporting 1,300 customers in 50+ energy-producing countries. Quorum IT is the technology arm behind that operation — managing Salesforce and other critical data systems that keep the business running.

The IT Business Applications team had years of valuable customer data locked inside these platforms. To leverage their own data, their options were to rely on third parties or lock themselves into expensive contracts. The team wanted to change that. They wanted to use AI to build directly on their Salesforce data to synthesize customer history, surface insights, and put actionable information in front of the people who needed it. But they needed the skills, the shared practices, and a real project to prove the approach could work.

The proving ground: a Customer 360 view. This would be an AI-powered summary of customer history, key insights, and recommended actions displayed directly on Salesforce Case records. They had a detailed plan and a clear vision. Now they needed the capability to build it without handing it off.

DevClarity ran a full AI Coding Jumpstart with Quorum IT's team, not to hand them a finished product, but to give them the skills and practices to build on their own data, on their own terms.

What the engagement delivered:

• • Baseline assessment. A pre-training survey established where the team stood with AI tools — current usage, strengths, and gaps — giving the engagement clear targets and the closing report measurable outcomes.
• • Environment and context setup. A dedicated workshop configured AI context rules across the team's working environments, creating a repeatable process for working effectively with their Salesforce codebase and data going forward.
• • Foundational AI coding training. Sessions introduced Claude Code across the team: how to approach development differently with AI assistance, core tool skills, best practices, and hands-on work inside their own codebase.
• • Customer 360 POC build. Over multiple working sessions, DevClarity guided the team through the Customer 360 proof of concept (POC) with Claude Code, progressing from planning to a deployed, data-connected component:

• • Structured planning up front. The first 30–40 minutes were spent in Claude Code's Plan Mode — a step where the tool outlines an approach before writing code. The team converted the team's product requirements document to markdown and used a built-in Q&A feature to surface critical scope decisions. This prevented Claude from building unwanted features (like a timeline section and AgentForce integration), saving hours of rework.
• • Progressive implementation. The team built a mock-data UI prototype first, iterated on the design based on what they actually saw (removing pieces, adding others), then connected to real Salesforce data. Each phase validated the next.
• • Accumulated context paying off. Documentation and implementation plans created during planning enabled Claude to execute later phases autonomously in Session 2 — building controllers, writing test classes, self-correcting query errors, and deploying to user acceptance testing (UAT) with minimal guidance.

In two working sessions, Quorum IT proved they could build on their own data, with their own hands, using AI. The Customer 360 Summary component was deployed to UAT — pulling live case data from Salesforce and displaying executive summaries, key insights, recommended actions, and quick stats, verified against real accounts with actual case counts.

But the deployed component is the proof point, not the headline. The real result is independence:

• • The team owns their data. They can use their data when and how they want! This allows them to deliver more value to their organization and ultimately their customers.
• • The team owns what they build. By investing in structured context — project files, implementation plans, clear requirements — the team enabled AI to execute entire development phases on their Salesforce data without outside help.
• • They catch problems before they cost time. Starting with mocks surfaced design issues early. The team removed a redundant timeline section before any backend work was invested.
• • They trust the workflow. Watching Claude self-correct query errors in real time built confidence in a practical division of labor: let the tool handle bulk execution, apply human judgment at decision points.
• • The capability is spreading. Through foundational training and a knowledge sharing session, these practices reached beyond the core project team into the wider Salesforce org.

What Quorum IT received. A working Customer 360 proof of concept built by their own team. But more importantly, they received the skills, practices, and confidence to keep building — on their own Salesforce data and beyond — without waiting on a third party.