plugin
Look up Salesforce Accounts
A plugin that allows you to retrieve customer data from Salesforce.
Built-in capabilities
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.
Query Case
Create Case
Update Case with Comment
Resolve Case
Reopen Case
Receive Case Updates
Forms
Knowledge Articles
Opportunities
Accounts
Leads
Contacts
Files
Cases
User Ingestion
Build powerful AI agents
Moveworks can supercharge your Salesforce integration with custom plugins.
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plugin
Update an Opportunity with Call Notes
A plugin that allows you to post an update to an opportunity or add notes.
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plugin
Update the Stage of an Opportunity
A plugin that enables an opportunity owner to update its stage to ensure information is kept up-to-date.
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plugin
Update a Contact Inside an Account
A plugin that allows you to update a contact inside of an account in Salesforce.
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plugin
Submit Quote Approvals
A plugin that streamlines the quote approval process for sales representatives, allowing them to submit and track approvals efficiently.
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plugin
Look Up Opportunity Information
A plugin that looks up details from an opportunity in Salesforce.
Resources
Check out our helpful docs to connect Salesforce to your Moveworks AI Assistant and extend what you can do with the integration.
Explore more integrations
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.
