Look Up a Contact
A plugin that looks up details on a contact within Salesforce.
The Salesforce integration enables employees to take various case actions and receive case updates - all within the Moveworks AI Assistant. Also, Moveworks indexes forms and knowledge articles, while respecting user permissions. In an upcoming release, employees can leverage live API search with user authentication to query more objects for enhanced productivity.
Moveworks can supercharge your Salesforce integration with custom plugins.
A plugin that looks up details on a contact within Salesforce.
A plugin that enables an employee to query annual recurring revenue.
A plugin that allows you to retrieve customer data from Salesforce.
A plugin that allows you to post an update to an opportunity or add notes.
A plugin that enables an opportunity owner to update its stage to ensure information is kept up-to-date.
A plugin that allows you to update a contact inside of an account in Salesforce.
Check out our helpful docs to connect Salesforce to your Moveworks AI Assistant and extend what you can do with the integration.
Moveworks easily integrates with your key applications and systems, enabling your entire workforce to find answers, automate tasks, and boost productivity — wherever they're working.