Fin for Salesforce
Articles related to Standalone for Salesforce
4 articles
How Fin integrates with SalesforceGet the best AI agent, and keep your team on Salesforce.
Set up Fin for Salesforce casesHow to configure and customize Fin to handle cases on Service Cloud.
Sync content from your Salesforce Help CenterHow to set up a regular sync of your Salesforce help center articles into Intercom.
Setting up the required permissions for connecting SalesforceThis article guides you through setting up the necessary Salesforce permissions for integrating with your Fin workspace.