---
agent_capabilities:
- Structured Data Analyzer
availability: IDEA
description: 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.
name: Account Consolidation
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22I%27m+meeting+with+acme+corp+next+week.+Can+you+consolidate+all+their+opportunities+from+%27acme+corp+EU%27%2C+%27acme+corp+APAC%27%2C+etc.%2C+and+find+any+related+meeting+notes+so+I+have+a+full+picture+of+our+engagement%3F%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EOf+course.+Let+me+find+all+related+%27acme+corp%27+accounts+in+Salesforce+and+related+pages+in+Confluence.+I%27ll+pull+together+a+summary+for+you.%3C%2Fp%3E%22%7D%2C%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Searching+Salesforce+for+accounts+with+names+similar+to+%27acme+corp%27%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Found+3+matching+accounts%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Searching+Confluence+for+pages+mentioning+%27acme+corp%27%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Fetching+open+opportunities+for+the+matched+accounts%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Fetching+details+from+the+relevant+Confluence+pages%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Consolidating+and+summarizing+the+data%22%2C%22status%22%3A%22success%22%7D%5D%7D%2C%7B%22apiBlock%22%3A%7B%22code%22%3A%22%23+This+script+simulates+consolidating+data+from+Salesforce+and+Confluence.%5Cn%5Cn%23+Step+1%3A+Data+from+Salesforce+API+call+for+accounts%5Cnrelated_accounts+%3D+salesforce_api.response.body.accounts%5Cn%5Cn%23+Step+2%3A+Data+from+Salesforce+API+call+for+opportunities%5Cnopportunities+%3D+salesforce_api_2.response.body.open_opportunities%5Cn%5Cn%23+Step+3%3A+Data+from+Confluence+API+call+for+pages%5Cnconfluence_pages+%3D+confluence_api.response.body.pages%5Cn%5Cn%23+Step+4%3A+Aggregate+Salesforce+data%5Cntotal_value+%3D+0%5Cnopportunity_count+%3D+0%5Cnopportunity_details+%3D+%5B%5D%5Cnfor+opp+in+opportunities%3A%5Cn++++total_value+%2B%3D+opp.amount%5Cn++++opportunity_count+%2B%3D+1%5Cn++++opportunity_details.append%28%7B%5Cn++++++++%5C%22name%5C%22%3A+opp.name%2C%5Cn++++++++%5C%22amount%5C%22%3A+opp.amount%2C%5Cn++++++++%5C%22stage%5C%22%3A+opp.stage%2C%5Cn++++++++%5C%22account%5C%22%3A+opp.account_name%5Cn++++%7D%29%5Cn%5Cn%23+Step+5%3A+Process+Confluence+data%5Cnrecent_notes+%3D+%5B%5D%5Cnfor+page+in+confluence_pages%3A%5Cn++++if+%5C%22acme+corp%5C%22+in+page.title%3A%5Cn++++++++recent_notes.append%28%7B%5Cn++++++++++++%5C%22title%5C%22%3A+page.title%2C%5Cn++++++++++++%5C%22last_modified%5C%22%3A+page.last_modified%5Cn++++++++%7D%29%5Cn%5Cn%23+The+aggregated+data+is+then+formatted+and+displayed+to+the+user.%22%2C%22caption%22%3A%22The+Structured+Data+Analyzer+dynamically+generates+Python+code+to+consolidate+data+from+multiple+sources.%22%2C%22connectorName%22%3A%22moveworks-data-analyzer%22%2C%22title%22%3A%22Consolidate+Customer+Data%22%7D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere+is+the+consolidated+view+of+all+open+opportunities+and+recent+documents+for+%27acme+corp%27%3A%3C%2Fp%3E%3Ch3+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESalesforce+Summary%3C%2Fh3%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3ETotal+Open+Opportunities%3A%3C%2Fb%3E+12%3C%2Fli%3E%3Cli%3E%3Cb%3ETotal+Pipeline+Value%3A%3C%2Fb%3E+%244%2C570%2C000%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cb%3ETop+3+Opportunities%3A%3C%2Fb%3E%3C%2Fp%3E%3Col+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3EProject+Freight+Expansion+%28acme+corp%29%3C%2Fb%3E+-+%241%2C200%2C000+-+Stage%3A+Negotiation%3C%2Fli%3E%3Cli%3E%3Cb%3Eacme+corp+Eats+EMEA+Growth+%28acme+corp+EU%29%3C%2Fb%3E+-+%24950%2C000+-+Stage%3A+Proposal%3C%2Fli%3E%3Cli%3E%3Cb%3EAPAC+Logistics+Partnership+%28acme+corp+APAC%29%3C%2Fb%3E+-+%24750%2C000+-+Stage%3A+Qualification%3C%2Fli%3E%3C%2Fol%3E%3Ch3+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EConfluence+Summary%3C%2Fh3%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cb%3ERecently+Updated+Pages%3A%3C%2Fb%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3EQ3+Business+Review+-+acme+corp%3C%2Fli%3E%3Cli%3EProject+Phoenix+-+Technical+Discovery+Notes%3C%2Fli%3E%3Cli%3Eacme+corp+-+Onboarding+%26amp%3B+Implementation+Plan%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22acme+corp%22%2C%22connectorName%22%3A%22salesforce%22%7D%2C%7B%22citationTitle%22%3A%22acme+corp+EU%22%2C%22connectorName%22%3A%22salesforce%22%7D%2C%7B%22citationTitle%22%3A%22acme+corp+APAC%22%2C%22connectorName%22%3A%22salesforce%22%7D%2C%7B%22citationTitle%22%3A%22Q3+Business+Review+-+acme+corp%22%2C%22connectorName%22%3A%22confluence%22%7D%2C%7B%22citationTitle%22%3A%22Project+Phoenix+-+Technical+Discovery+Notes%22%2C%22connectorName%22%3A%22confluence%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%2C%22showFeedbackTray%22%3Atrue%7D%5D%2C%22assistantConfig%22%3A%7B%22userName%22%3A%22Moveworks%22%2C%22initials%22%3A%22U%22%2C%22providedIcon%22%3A%22silhoutte%22%7D%7D
solution_tags:
- Sales
systems:
- salesforce
---