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.
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.
IDEA
VALIDATED
plugin
Salesforce Record Filtering
IDEA
plugin
Create a Quote
A plugin that allows sales representatives to build a quote (configure, price, quote) for a customer.
GUIDE
plugin
Look up Salesforce Accounts
A plugin that retrieves customer data from Salesforce.
IDEA
plugin
Submit Quote Approvals
A plugin that streamlines the quote approval process for sales representatives, allowing them to submit and track approvals efficiently.
IDEA
plugin
Renewal Notifications
A plugin to send renewal reminder notifications to Renewal Managers and assists with next steps.
Resources
Check out our helpful docs to connect Salesforce to your Moveworks Copilot and extend what you can do with the integration.
