Salesforce Integration

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer data, sales, and marketing.

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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.

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Tickets
Query Case
Create Case
Update Case with Comment
Resolve Case
Reopen Case
Receive Case Updates
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Search
Forms
Knowledge Articles
Opportunities
Accounts
Leads
Contacts
Files
Cases
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Identity
User Ingestion

Build powerful AI agents

Moveworks can supercharge your Salesforce integration with custom plugins.

IDEA
plugin

Deliver Weekly Digest of Customer Feedback

Each week, this agent compiles customer feedback from Gong, Salesforce, and Zendesk into a digest and sends it to product teams.

Product Management
IDEA
plugin

Updated CRM Based on Sales Call

When a sales intro call completes in Gong, this agent prompts the rep to log notes and update the opportunity in Salesforce, ensuring pipeline accuracy.

Sales
IDEA
plugin

Automated Lead Research

An Ambient agent that instantly enriches new strategic leads with insights from multiple sources, giving sales teams the context they need to engage faster, personalize outreach, and close deals more effectively.

Sales
IDEA
plugin

Account Consolidation

This plugin uses intelligent fuzzy matching to find all related customer accounts (e.g., "acme corp," "acme corp EU," "acme corp APAC") and instantly aggregates their open opportunities, giving sales reps a complete 360-degree view for their meetings.

Sales
IDEA
plugin

Auto-Complete Security Questionnaire

When a new RFP or security questionnaire is uploaded to your CRM this agent retrieves your latest SOC2, policies, and security answers and fills out inbound security questionnaires automatically. It then pings a security expert for quick review and turnaround time back to the prospect.

Sales
IDEA
plugin

Campaign Engagement Hotspots

Analyzes leads generated from a campaign to find which industries and regions have the highest average engagement scores, helping marketers double down on what's working.

Marketing

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.