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How Fin integrates with Salesforce

Get the best AI agent, and keep your team on Salesforce.

Updated over 2 weeks ago

Fin AI Agent can resolve up to 86% of your support cases, emails and messages on Service Cloud. Fin delivers superior performance, answers more complex questions, and is easier to set up—creating a better experience for your team and your customers.


Works with your existing platform

You can set up Fin on Salesforce in just four steps, and it will start answering questions immediately.

  1. Sync your Knowledge Articles.

  2. Connect to Salesforce using OAuth.

  3. Customize Fin’s greeting and hand-off.

  4. Test Fin and go live.


Channels

Fin on Service Cloud includes all of the latest Fin 2 features & capabilities, and works across the following channels:

  • Cases (email, web forms)

  • Live chat on Fin Messenger with handoff to:

    • Salesforce In-App Messaging (new)

    • Salesforce LiveAgent (legacy)

  • Coming soon:

    • Live chat on Salesforce Messenger

    • Facebook Messenger

    • WhatsApp

    • Instagram Direct Message

    • Android

    • iOS


Features

Fin and Salesforce Cases

Fin can resolve cases on Service Cloud while drawing on the conversation history for full context, and structuring every answer specifically to each channel. When a customer sends an email or submits a form, Fin can pick up the case based on your assignment rules and answer it.

Fin Messenger for Salesforce

Fin automatically pushes live chat data into Salesforce Pre-Chat fields. These fields capture essential information like user details and query intent at the beginning of every interaction.

You can map data stored in the Pre-Chat fields to specific Salesforce objects using Salesforce Flows. This allows your team to automate workflows and streamline customer service processes.

Fin and Workflows automations

Easily create powerful drag-and-drop automations with Workflows, Intercom’s no-code visual builder.

  • Determine how Fin greets a customer

  • Route questions with AI by topic, sentiment, and more

  • Triage new cases

  • Collect customer information like email, name, etc.

  • Use Custom Answers for specific questions

  • Summarize the conversation with AI

  • Hand over to your team

  • And more

Fin performance insights

Since all cases that Fin is involved in are captured on Salesforce, you can report on them using your reporting tools directly in Salesforce.

You can also track Fin’s quality and performance using a report on Intercom that showcases key metrics and charts, including:

  • Involvement

  • Deflection rate

  • Answer rate

  • Resolution rate

  • Impact over time (answer rate, deflection rate, resolution rate)

  • Resolution state (confirmed resolution, assumed resolution, routed to the team)

  • AI answer resolution rate

  • Custom answer resolution rate

  • Abandoned rate

  • Routed to team rate

In Salesforce Flows, you can map Fin data fields directly to other objects, enabling automatic assignment into relevant cases or customer information. This enables precise handling of incoming data based on the mapped logic.

Contact sales if you're interested in getting access to Fin for Salesforce.

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