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How to configure and customize Fin in the Fin Messenger and pass conversations to Salesforce.

Fin Messenger: Setting up with Salesforce

Understand how data is pulled from and pushed back to Salesforce when using the Fin Messenger channel

Fin Messenger: How is data synced with Salesforce?

Learn how to configure the Fin Messenger handoff to Salesforce agents using Flows and pre-chat attributes.

Fin Messenger: Map data using Salesforce Flows

This guides you through the steps to install the Fin Messenger on a Salesforce webpage.

Fin Messenger: Embedding the messenger in your Salesforce portal

How to generate a Fin JWT to secure the Fin Messenger for Salesforce

[Deprecated] Fin Messenger: Set up JWT authentication for Salesforce Enhanced Chat

How to enable user verification in Salesforce Enhanced Chat.

[Deprecated] Fin Messenger: Enabling user verification in Salesforce

Step-by-step guide to upgrade your Salesforce connection with Fin to use the External Client App and move from Enhanced Chat to BYOC.

Upgrading your Salesforce connection to use the External Client App and support BYOC

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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