plugin
Predict Churn
When an account's health score drops, this agent alerts the assigned CSM and provides context to guide proactive engagement.
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
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.
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.
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.
TEMPLATE
plugin
View Campaign Inside Account
A plugin that allows you to view a campaign inside of an account in Salesforce.
TEMPLATE
plugin
Update an Opportunity with Call Notes
A plugin that allows you to post an update to an opportunity or add notes.
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.
