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Fin for Salesforce unlocked package

Describes the fields and permissions set up by the Fin for Salesforce unlocked package

Updated over a month ago

What is an unlocked package?

An unlocked package in Salesforce is a container of metadata that's added to your Salesforce organization on installation.

What is in the Fin for Salesforce package?

The Fin for Salesforce unlocked package contains the following components.

Custom Fields on Case Object

Field Name

Metadata

FinInvolved__c

Stores whether Fin was involved in this case

  • Type: Checkbox

  • Label: FinInvolved

  • Default Value: false

FinResolutionState__c

Stores Fin's resolution state

  • Type: Picklist

  • Label: FinResolutionState

  • Values:

    • Soft Resolution
      ​(API Name: soft_resolution)

    • Hard Resolution
      ​(API Name: hard_resolution)

    • Routed to Team
      ​(API Name: routed_to_team)

    • Abandoned
      ​(API Name: abandoned_negative_feedback)

FinMarkedAsSpam__c
Stores whether the conversation has been marked as spam by Fin

  • Type: Checkbox

  • Label: FinMarkedAsSpam

  • Default Value: false

FinConversationId__c
Stores the conversation identifier for linking to the Fin platform

  • Label: FinConversationId

  • Length: 255 characters

Fin for Salesforce permission set

It creates a comprehensive PermissionSet named Fin for Salesforce permissions (API Name: Fin_for_Salesforce_permissions) that provides:

Object Permissions

  • Case: Create, Read, Edit (no Delete, no Modify/View All Records)

  • Contact: Read, Edit (no Create/Delete, no Modify/View All Records)

  • Account: Read, Edit (no Create/Delete, no Modify/View All Records)

Field Permissions (Read and Edit access)

  • Case Fields: ContactId, Description, FinInvolved__c, FinMarkedAsSpam__c, FinConversationId__c, FinResolutionState__c, Origin, SourceId, Subject, SuppliedEmail, SuppliedName

  • Contact Fields: Email

  • Task Fields: ActivityDate, Description, Type, WhatId, WhoId

System Permissions

  • API Enabled

  • Can Insert Feed System Fields

  • Edit Task

  • View All Users

  • View Roles

  • View Setup

Changelog

v1.0 - Version 1

  • Creates 4 custom case fields FinInvolved__c, FinResolutionState__c, FinMarkedAsSpam__c & FinConversationId__c

  • Creates 1 permission set named Fin for Salesforce permissions

FAQ

How do I install the Fin for Salesforce package?

The package is linked in the deploy step in the Fin Messenger and Salesforce Cases channel. You can also install it from the links below

Install Fin for Salesforce in production

OR
​

Install Fin for Salesforce in Sandbox

What do I do if I do not want to install the package?

  1. Create the custom case fields listed above. Ensure the API names are exactly the same.

  2. Create a PermissionSet mimicking the one above, ensure the API name of the PermissionSet is the same, this will unlock the Install and assign permissions in the Salesforce step in your deploy flow.

  3. Assign the PermissionSet to the Salesforce user that connected Fin to Salesforce.

  4. Future updates to the package will be documented in the changelog.

How do I migrate from the unmanaged package?

Preferred approach

  1. Pause Fin

  2. Unassign the Salesforce user from the Intercom Fin AI permission PermissionSet, this will allow you to uninstall the unmanaged package.

  3. Uninstall the unmanaged package and be sure to save the data as you will lose data in the FinInvolved__c & FinResolutionState__c fields.
    ​

  4. Download the saved data as a .csv file by clicking on Data

  5. Go to Settings > Salesforce Integration > Install and assign permissions in Salesforce

  6. Hit Install Fin for Salesforce

Once installed you can leverage the DataLoader to import the csv file from step 4 and update your Cases with FinInvolved__c & FinResolutionState__c.

Optional approach

Manually add or update components from the unlocked package documented in this article. Updates to the unlocked package will be documented here in the changelog.

NOTE: Updates to the package will be documented in this article. It is however preferred to move over to the unlocked package to benefit from upgrades.
​
​For example, FinMarkedAsSpam__c & FinConversationId__c are two new fields added that are not available in the unmanaged package as we it does not support upgrades.

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