plugin
Update Contact Inside Account
A plugin that updates a contact inside of an account 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
VALIDATED
plugin
Monitor Account Risk
A plugin that summarizes risks for a specific account.
IDEA
plugin
Get Purchase Information
A plugin that enables an employee to get details of which SKUs a customer purchased.
IDEA
plugin
Create a New Sales Opportunity for an Account
A plugin that creates a new sales opportunity for an account in Salesforce.
IDEA
plugin
Create Account
A plugin that creates an account in salesforce.
IDEA
plugin
Add Line Item to Quote
A plugin that adds a line item a quote for a qualified opportunity.
Resources
Check out our helpful docs to connect Salesforce to your Moveworks Copilot and extend what you can do with the integration.
