Creator Studio Workshop: Build A Custom Salesforce Agent

Duration: 55 mins

Navigating in and out of Salesforce can drain your team's time and reduce efficiency—leading to a disappointing employee experience and wasted resources.

Watch now to discover how to enhance your engagement with sales data using the Moveworks Copilot. This workshop will equip your sales reps, marketing teams, and business leaders with the tools to interact more effectively with Salesforce data. Our expert instructors will lead you through hands-on development of custom Queries and Events use cases in Creator Studio.

You will learn to:

  1. Connect your Creator Studio environment to Salesforce
  2. Query data from Salesforce accounts, opps, and contacts
  3. Set up automatic, event-triggered notifications
  4. Launch use cases to your Moveworks Bot