plugin
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.
IDEA
IDEA
plugin
Report a Booking Issue
A plugin which reports an error when booking or issuing a quote.
IDEA
plugin
Renewal Notifications
A plugin to send renewal reminder notifications to Renewal Managers and assists with next steps.
IDEA
plugin
Monitor Account Risk
A plugin that summarizes risks for a specific account.
IDEA
plugin
Look up Customer Information
A plugin that lets you pull key information about a customer from Salesforce.
TEMPLATE
plugin
Look Up a Contact
A plugin that looks up details on a contact within 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.
