plugin
Update Contact Information
A plugin that allows you to update a contact's information 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.
IDEA
IDEA
plugin
View Campaign Inside Account
A plugin that allows you to view a campaign inside of an account in Salesforce.
IDEA
plugin
Delete Contact Inside Account
A plugin that allows you to delete a contact inside of an account in Salesforce.
IDEA
plugin
Delete Campaign Inside Account
A plugin that allows you to delete 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
Create Campaign Inside Account
A plugin that allows you to create a campaign inside of an account in Salesforce.
Resources
Check out our helpful docs to connect Salesforce to your Moveworks Copilot and extend what you can do with the integration.
