plugin
Look up Account and Opportunities by Owner
A plugin that allows you to specify a sales representative's name and get related accounts and opportunities that they own.
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.
GUIDE
GUIDE
plugin
Look up Contract Information
A plugin that lets you get contract data for a specified account through Salesforce.
GUIDE
plugin
Look up Account Renewal Information
A plugin that enables users to quickly lookup and review account renewal information.
GUIDE
plugin
Update the Stage of an Opportunity
A plugin that enables an opportunity owner to update its stage to ensure information is kept up-to-date.
GUIDE
plugin
Add Line Item to Quote
A plugin that adds a line item a quote for a qualified opportunity.
GUIDE
plugin
Create a Quote
A plugin that allows sales representatives to build a quote (configure, price, quote) for a customer.
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.
