plugin
Update Contact Inside Account
A plugin that updates a contact inside of an account in salesforce.
Native capabilities
The Salesforce integration enables employees to take various case actions and receive case updates - all within the Moveworks Copilot. 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.
GUIDE
GUIDE
plugin
Salesforce Contact Lookups
A plugin that looks up details on a contact within Salesforce.
GUIDE
plugin
Update Opportunity with Call Notes
A plugin that allows you to post an update to the next steps field of an opportunity or add notes.
GUIDE
plugin
Look up Opportunity Information
A plugin that looks up details from an opportunity in Salesforce.
GUIDE
plugin
Create a New Sales Opportunity for an Account
A plugin that creates a new sales opportunity for an account in Salesforce.
GUIDE
plugin
Create Contact Inside Account
A plugin that creates a contact inside a Salesforce account.
Resources
Check out our helpful docs to connect Salesforce to your Moveworks Copilot 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.
