Fin Support

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

Fin for Salesforce unlocked package

Enabling Fin across channels with handover to Salesforce.

Deploy Fin for Salesforce

How to set up the necessary Salesforce permissions for integrating your Fin workspace with Cases.

Fin for Salesforce Cases: Required permissions

How to configure and customize Fin to handle cases on Salesforce Service Cloud.

Fin for Salesforce Cases: Set up

Understand how data is pulled from and pushed back to Salesforce when using the Salesforce Cases channel.

Fin for Salesforce Cases: How is data synced?

Salesforce Cases

This article guides you through setting up the necessary Salesforce permissions for integrating your Fin workspace with MIAW.

Fin Messenger: Required permissions for Salesforce

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

Fin Messenger: Setting up with Salesforce MIAW

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

Fin Messenger: Map data using Salesforce Flows

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?

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

Fin Messenger: Embedding in your Salesforce portal

Fin Messenger

Use this guide to diagnose error codes and resolve common issues with your Salesforce integration.

Fin for Salesforce: Fix common integration errors

Common questions and troubleshooting support.

FAQs

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