plugin
Highlight Upsell Opportunity
An Ambient agent that spots product usage spikes, surfaces key context, and helps CS teams act fast on upsell opportunities, boosting revenue and retention.
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
Update Account Information
A plugin that allows you to update account details like the name, phone number, website, addresses and other info, ensuring your CRM data is always current and accurate.
IDEA
plugin
Suggest Next Best Actions for a Lead
A plugin that allows you to instantly uncover the most effective next steps for each lead based on their activity and engagement history, empowering your sales team to convert faster and smarter.
IDEA
plugin
Send an Email To a Lead
A plugin that allows you to send tailored emails directly to Salesforce leads, just provide the context, and the assistant handles the rest.
IDEA
plugin
SDR Account Prioritization
This plugin analyzes an SDR's assigned accounts and ranks them based on recent engagement (calls, emails, meetings from Salesloft) only if there's no open opportunity in Salesforce. It helps new SDRs decide who to reach out to first — driving smarter outreach and faster pipeline generation.
IDEA
plugin
Expense to Revenue Ratio Analysis
A plugin that, it calculates the ratio of the associated Travel & Entertainment (T&E) expenses to the total contract value for closed deals. It then aggregates this data to find the average expense-to-revenue ratio for each sales representative.
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.
