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Step-by-step guide to installing the Fin for Salesforce managed package, setting up permissions, and connecting Fin Messenger via Bring Your Own Channel.

How to connect Fin to Salesforce

This article is for Salesforce System Administrators setting up Fin AI Agent with Salesforce Cases or Fin Messenger. It is available on plans that include the Salesforce integration — check…

Fin for Salesforce managed package

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

Fin for Salesforce: Required permissions

Connect, configure, test, and deploy Fin across multiple Salesforce environments.

Salesforce multi-environment setup

Enabling Fin across channels with handover to Salesforce.

Deploy Fin for Salesforce

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

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

Fin Messenger: Setting up with Salesforce

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?

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

Fin Messenger: Map data using Salesforce Flows

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

Fin Messenger: Embedding the messenger in your Salesforce portal

How to generate a Fin JWT to secure the Fin Messenger for Salesforce

[Deprecated] Fin Messenger: Set up JWT authentication for Salesforce Enhanced Chat

How to enable user verification in Salesforce Enhanced Chat.

[Deprecated] Fin Messenger: Enabling user verification in Salesforce

Step-by-step guide to upgrade your Salesforce connection with Fin to use the External Client App and move from Enhanced Chat to BYOC.

Upgrading your Salesforce connection to use the External Client App and support BYOC

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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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