Power-up 🚀 your ServiceCloud Case management system with Moveworks concierge. Using this integration, your employees can manage all their ticketing support — natively in-chat — via natural language.

📘

Note: In Salesforce ServiceCloud tickets are referred as cases.

Using Moveworks Concierge, your employees can do the following:

• File cases
• Receive notifications about
  • Case comments
  • Case resolutions
  • Case nudges
• View cases
• Add comments to a case
• Close cases
• Reopen cases

File Cases

Behind the scenes

Whenever a user requires help with Case Creation, Moveworks will create a case in ServiceCloud on behalf of the user.

Fields populated on Case Creation.

Case Object Details

API used for case creation:

curl --location --request POST 'https://{{base_url}}/services/data/v54.0/sobjects/Case' \
--header 'Authorization: Bearer {{auth_token}}' \
--header 'Content-Type: application/json' \
--data-raw '{
"ContactId":"0037g00000q8KcVAAU",
"Origin": "Moveworks",
"Subject": "I am having issues with my VPN",
"Description":"for some reasons my VPN stopped working",
"Priority":"3-Standard",
"Status":"New",
"RecordTypeId":"0120000000000BSAAY",
"Internal_Support_Category__c":"Concierge Uncategorized"
}'

Uploading Attachments

End user are able to add attachments while:

1. Creating a new case
2. Updating an existing case

API used for updating a case:

curl --location --request PATCH 'https://{{base_url}}/services/data/v54.0/sobjects/Case/{{case_id}}' \
--header 'Authorization: Bearer {{auth_token}} ' \
--header 'Content-Type: application/json' \
--data-raw '{
   "Description": "for some reasons my VPN stopped working"
}'

API used for adding attachments:

curl --location --request POST 'https://{{base_url}}/services/data/v54.0/sobjects/Attachment?Body' \
--header 'Authorization: Bearer {{auth_token}}' \
--header 'Content-Type: application/json' \
--data-raw '{
"ParentId":"{{case_id}}",
"Name":"Pls find attachment",
"Body": "I wanted to share more information with the team. It may help in faster resolution"
}'

Name of the attachment will be auto generated.

Limitations

1. Size: we will put a limit of 32MB attachment upload. This is configurable as per customer requirement.
2. Format: No format check at Moveworks end. If the API response is an error then accordingly we will notify the end user
3. Number of attachments per ticket: No restrictions. we will allow multiple attachments per case. This is configurable.

Case Updates

Users adding a public comment

API used for adding public comments:

curl --location --request POST 'https://{{base_url}}/services/data/v54.0/sobjects/CaseComment' \
--header 'Authorization: Bearer {{auth_url}}' \
--header 'Content-Type: application/json' \
--data-raw '{
    "ParentId": "{{case_id}}",
    "IsPublished": true,
    "CommentBody": "Need the issue resolved to be resolved this week. we have customer webinar next week",
    "IsNotificationSelected": true
}'

Check Status

Checking status using a specific case number

API used for case status for a case number:

curl --location --request GET 'https://{{base_url}}/services/data/v54.0/query/?q=SELECT+Status,Subject+from+Case WHERE CaseNumber='\''{{case_id}}'\''' \
--header 'Authorization: Bearer {{auth_token}}'

Checking status of all open cases

API for checking status of all open cases:

curl --location --request GET 'https://{{base_url}}/services/data/v54.0/query/?q=SELECT+CaseNumber+from+Case WHERE ContactId='\''{{contact_id}}'\''' \
--header 'Authorization: Bearer {{auth_token}}'

Checking status using a keyword

We will use our natural language understanding (NLU) engine to get the relevant tickets and show the status.

On all case status enquiries , assignee name is shown along with the latest status. We will use “Case_Owner__c” field from Case object to extract assignee name and show it to the user.

Case closed by a user

API used for closing a case:

curl --location --request PATCH 'https://{{base_url}}/services/data/v54.0/sobjects/Case/5007g00000BPKcyAAH' \
--header 'Authorization: Bearer {{auth_token}}' \
--header 'Content-Type: application/json' \
--data-raw '{
   "Status": "Closed - By User"
}'

Case reopened by the user

API used for Reopening a case:

curl --location --request PATCH 'https://{{base_url}}/services/data/v54.0/sobjects/Case/5007g00000BPKcyAAH' \
--header 'Authorization: Bearer {{auth_token}}' \
--header 'Content-Type: application/json' \
--data-raw '{
   "Status": "Reopened"
}'

Important note for case closure/Re-open: Case Facet object type within ServiceCloud host the logic of status transition and limitations on ticket types and user action relation. Ex: For certain ticket types, users are not allowed to close the ticket. Moveworks will rely on Customer to apply this logic at the data layer. Moveworks will allow users to take action all action on all tickets. If an API response is an error based on the logic, then we will inform the user accordingly.

API error message in response

Case Notifications

Case status is moved to = Waiting for user response, Waiting for customer response

Moveworks will notify the user on the status change and request that they add relevant information using “add comment” call to action.

We will also add a work note so that the Agent can see the notifications being delivered to the end user

API used to add worknote:

curl --location --request POST 'https://{{base_url}}/services/data/v54.0/sobjects/CaseComment' \
--header 'Authorization: Bearer {{auth_token}}' \
--header 'Content-Type: application/json' \
--data-raw '{
    "ParentId": "{{case_id}}",
    "IsPublished": false,
    "CommentBody": "Adding a Private Comment",
    "IsNotificationSelected": false
}'

Agent adds a public comment

Moveworks polls all the tickets and associated comments. For all new public added comments by Agents, Moveworks will notify the user.

API used to fetch comments:

curl --location --request GET 'https://{{base_url}}/services/data/v54.0/query/?q=SELECT+CommentBody+from+CaseComment WHERE ParentId='\''{{case_id}}'\''' \
--header 'Authorization: Bearer {{auth_token}}'

No activity on case by user from past number of days ago

The number of days are configurable here:

Moveworks will also add a work note on the case.

When user submits a case from a non-Moveworks channel

Moveworks will notify the user and also add a work note on the case.

Case closed by an Agent

User will be notified by the bot. Moveworks will also add a worknote.

API details to fetch all cases closed by an agent:

curl --location --request GET 'https://{{base_url}}/services/data/v54.0/query/?q=SELECT+Subject+from+Case' \
--header 'Authorization: Bearer {{auth_token}}'