plugin
Identify Scoping Stage
A plugin to help sales teams ask which opportunities are in what stage for easy transparency.
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.
TEMPLATE
TEMPLATE
plugin
Get Purchase Information
A plugin that enables an employee to get details of which SKUs a customer purchased.
TEMPLATE
plugin
Create Campaign Inside Account
A plugin that allows you to create a campaign inside of an account in Salesforce.
IDEA
plugin
Approve / Reject Deal Discounts
A plugin that facilitates the review and authorization of deal discounts, ensuring pricing strategies are cleared while keeping business objectives in mind.
IDEA
plugin
Update Contact Information
A plugin that allows you to update a contact's information in Salesforce.
IDEA
plugin
View Campaign Inside Account
A plugin that allows you to view a campaign inside of an account 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.
