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.
Build powerful AI agents
Moveworks can supercharge your Salesforce integration with custom plugins.
Deliver Weekly Digest of Customer Feedback
Each week, this agent compiles customer feedback from Gong, Salesforce, and Zendesk into a digest and sends it to product teams.
Updated CRM Based on Sales Call
When a sales intro call completes in Gong, this agent prompts the rep to log notes and update the opportunity in Salesforce, ensuring pipeline accuracy.
Look Up Call Notes from an Opportunity
A plugin that allows you fetch the latest call notes from an Opportunity.
Automated Lead Research
An Ambient agent that instantly enriches new strategic leads with insights from multiple sources, giving sales teams the context they need to engage faster, personalize outreach, and close deals more effectively.
Account Consolidation
This plugin uses intelligent fuzzy matching to find all related customer accounts (e.g., "acme corp," "acme corp EU," "acme corp APAC") and instantly aggregates their open opportunities, giving sales reps a complete 360-degree view for their meetings.
Look up Salesforce Accounts
A plugin that allows you to retrieve customer data from 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.
