Fin for Salesforce
Fin integrates directly with Salesforce Service Cloud
Fin integrates directly with Salesforce Service Cloud, so your team stays in the platform they know while delivering faster, smarter support across cases, email, live chat, and more.
Effortless setup, immediate impact: Connect Fin to Salesforce in four steps via OAuth, sync your Knowledge Articles, and Fin starts resolving cases right away — no lengthy onboarding required.Omnichannel coverage built in: Fin works across cases (email and web forms) and live chat via Fin Messenger, with handoff to Salesforce In-App Messaging, and more channels like WhatsApp and Instagram coming soon.Smart automation without code: Use Workflows, Intercom's drag-and-drop builder, to route questions by topic or sentiment, triage cases, collect customer info, trigger custom answers, and hand off to your team seamlessly.Deep Salesforce data integration: Fin automatically pushes live chat data into Pre-Chat fields and maps it to Salesforce objects via Flows, keeping customer records complete and workflows automated.Performance reporting where your team already works: Track resolution rate, deflection rate, answer rate, and more directly in Salesforce using built-in reporting tools alongside Fin's own performance dashboard.
