Enhancing Salesforce Integration with Moveworks AI Assistant

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Enhancing Salesforce Integration with Moveworks AI Assistant

Salesforce Integration Overview

Salesforce is a cloud-based CRM platform that assists organizations in managing customer data, sales, and marketing activities. Integrating Salesforce with Moveworks AI Assistant enhances employee productivity and efficiency.

Native Capabilities

The Salesforce integration allows employees to perform various case management actions and receive updates directly within the Moveworks AI Assistant. Employees can access indexed forms, knowledge articles, and user permissions, with upcoming features like live API search for advanced object queries.

Custom Plugins for Powerful AI Agents

Moveworks offers custom plugins to supercharge the Salesforce integration. Plugins like 'Update a Case with Comment' and 'Search Knowledge Articles' enhance ticketing and knowledge management capabilities, empowering employees with efficient tools for case resolution and information retrieval.

Resource Documentation

Explore helpful documents provided by Moveworks to seamlessly connect Salesforce with the Moveworks AI Assistant. Learn about Salesforce and knowledge access requirements, content integration for Salesforce Concierge, and discover more ways to optimize your Salesforce integration.

Expanded Integrations with Moveworks

Moveworks simplifies integration with key applications like Jira, Workday, and ServiceNow, enabling organizations to streamline processes, automate tasks, and enhance productivity across their workforce. Discover a range of integrations to support various operational needs.

Get Started with Moveworks

Experience the power of Moveworks AI Assistant by scheduling a demo or exploring the product tour. Discover how Moveworks can revolutionize your employee experience, streamline service management, and provide valuable insights for improved efficiency.

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