Fin Support

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

Setting up the required permissions for connecting Salesforce

Enabling Fin across channels with handover to Salesforce.

Deploy Fin for Salesforce

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

Fin for Salesforce Cases: Setup

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

Salesforce Cases: How is data synced?

Salesforce Cases

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

Fin Messenger: Salesforce setup

Fin Messenger: Embedding in Salesforce

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?

Fin Messenger

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